Fee only financial advisors in Bend, Oregon: hourly and flat fee prices
28 registered advisers based in Bend offer financial planning for an hourly, fixed or subscription fee, with no commissions.
19 of the 28 fee only firms based in Bend publish dollar fees. Their median hourly rate is $350 and their median flat or project fee is $5,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $350/hr | $250-$400/hr | 17 firms |
| Flat or project fee | $5,000 | $4,000-$7,750 | 12 firms |
| Annual retainer | $14,400/yr | $6,000-$15,000/yr | 7 firms |
Fee only advisors in Bend and their published fees
19 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 2260 West | $450/hr | $3,000 | Not published |
| Alongside Financial Partners | Not published | Not published | $15,000/yr |
| Alpine Road Financial | $500/hr | Not published | Not published |
| Aspire Wealth Advisors, LLC | $250/hr | Not published | Not published |
| Axia Wealth Management Inc | $350/hr | $5,000 | $5,000/yr |
| Axiom Wealth Strategies, LLC | $150/hr | $5,000 | Not published |
| Capstone Wealth Management Group, Inc. | $95-$295/hr | $500-$7,000 | Not published |
| Cresscila Wealth Management | $250/hr | $4,000 | $6,000/yr |
| Edgewood Wealth Management | $400/hr | Not published | $15,000/yr |
| Gray Wealth Strategies LLCNo AUM fee | $400/hr | $500-$15,000 | $6,000-$30,000/yr |
| Green Tree Wealth, Inc | $250-$400/hr | $3,500-$7,500 | $400-$600/mo |
| Henderson Asset Management, LLC | $250/hr | Not published | Not published |
| JGP Wealth Management, LLC | $350/hr | $50,000 | Not published |
| Kleinsmith Resource Management, LLC | $250/hr | $500-$10,000 | Not published |
| Northwest Quadrant Wealth Management | Not published | $4,000 | Not published |
| Treeline Financial Planning | $350/hr | $2,500-$15,000 | $400-$2,000/mo |
| True Wealth Group | $400/hr | Not published | Not published |
| Vivifi Planning | $350/hr | $4,800 | Up to $20,000/yr |
| Wychick Investment Advisors, Inc. | $200/hr | Not published | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (9)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.