Willamette Valley Wealth Management

Willamette Valley Wealth Management at a glance

• One of 191 fee-only firms based in Oregon in the Wellspent graph.
• 1 advisor is listed here, who holds the PFS.
• Its Form ADV reports 1 employee and 67 individual clients, 11 of them high net worth.
• Its average account is about $630,000 (assets it manages divided by its 111 accounts).

Fee-only advisors in Oregon · What fee-only advisors charge in Oregon

Facts

Willamette Valley Wealth Management fees

Willamette Valley Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Stewart Hayes

  PFS