Aerodigm Wealth LLC fees and pricing
Financial planner in Lake Oswego, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 12, 2026, Aerodigm Wealth LLC charges $225-$355 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225-$355/hr
“The fixed fee applicable to your engagement will be set forth in a written financial planning agreement and will be calculated based upon our estimate of the total time required to complete the engagement using hourly rates ranging from $225/hr to $355/hr.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aerodigm Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fees are prorated for partial billing periods and shall be billed to you quarterly, in arrears.”
- “All fees are agreed upon with the client in advance and are due and payable immediately upon delivery of the written financial plan to the client.”
How Aerodigm Wealth LLC’s fees compare
- Its hourly rate of $225-$355 spans the Oregon median of $250. 54% of the 123 other Oregon planners that publish an hourly rate charge less.
- 5 of the 11 other planners in Lake Oswego that publish an hourly rate charge less.
About Aerodigm Wealth LLC
- Firm size: 9 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- 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
- 0.95% a year
- Clients
- 212
- Employees
- 9
- Works with
- Individuals, high net worth individuals, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $1,463,229,855
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282312
- Phone
- (503) 697-4118
Can advise clients in 10 states: California, Connecticut, Florida, Idaho, New Hampshire, New York, Oregon, Texas, Utah, Washington
Other planners in Lake Oswego that publish fees
- Aegis Financial AdvisoryLake Oswego$250/hr, $500
- Cascara Financial Planning LLCLake Oswego$275/hr, $1,500
- Cedar Mountain Advisors, LLCLake Oswego$300/hr, $500/yr
- Foster & Wood, Inc.Lake Oswego$4,000-$100,000
- Greenbridge Investment Management, LLCLake Oswego$175/hr, $1,000-$5,000
- Handy & Company Financial Advisors, Inc.Lake Oswego$250/hr, $1,500-$5,000
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.