2260 West fees and pricing
Financial planner in Bend, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 5, 2026, 2260 West charges $450 an hour and a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Our minimum fee for an initial financial plan is $3,000 and is calculated by the Adviser's hourly rate of $450/hour.”
- Flat or project fee
- $3,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 2260 West bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
- “Fees are paid quarterly and in advance. 2260 West has contracted with Focus Point Solutions, Inc., an investment advisor registered with the U.S.”
- “Financial planning fees are paid in arrears.”
How 2260 West’s fees compare
- Its hourly rate of $450 is above the Oregon median of $250. 95% of the 123 other Oregon planners that publish an hourly rate charge less.
- 15 of the 16 other planners in Bend that publish an hourly rate charge less.
- Its flat or project fee of $3,000 is below the Oregon median of $4,000. 30% of the 92 other Oregon planners that publish a flat or project fee charge less.
- None of the 11 other planners in Bend that publish a flat or project fee charge less.
About 2260 West
“B - Advisory services offered 2260 West offers financial planning and consulting services to individuals, families, trusts, estates, and small businesses (“client”) and portfolio management services.”
- Firm size: 6 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- $3,000 minimum fee (stated in brochure)
- Clients
- 43
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $76,186,243
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310460
- Phone
- (541) 707-2260
Can advise clients in 2 states: Oregon, Washington
Other planners in Bend that publish fees
- Alongside Financial PartnersBend$15,000/yr
- Alpine Road FinancialBend$500/hr
- Aspire Wealth Advisors, LLCBend$250/hr
- Axia Wealth Management IncBend$350/hr, $5,000
- Axiom Wealth Strategies, LLCBend$150/hr, $5,000
- Capstone Wealth Management Group, Inc.Bend$95-$295/hr, $500-$7,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.