Firm
Watershed Wealth Planning LLC
Portland, Oregon
Fee-only
Watershed Wealth Planning LLC at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 47 individual clients, 2 of them high net worth.
- Its average account is about $335,000 (assets it manages divided by its 93 accounts).
- Its ongoing planning fee starts at $4,000 a year, below the Oregon median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | watershedwealthplanning.com |
| [email protected] | |
| Phone | (503) 862-9064 |
Watershed Wealth Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"The cost is straightforward and simple: $4,000 per year for an individual, $6000 per year for a couple." source
"The cost is straightforward and simple: $4,000 per year for an individual, $6000 per year for a couple." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $31 million |
| Individual clients | 45 |
| High-net-worth clients | 2 |
| Accounts managed | 93 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 285980 |