Aim Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fees for financial planning services are based on a rate of $250 per hour, due at time of service.”

Flat or project fee

$500⁠-⁠$1,000

“In certain cases, we may offer projects for a fixed fee, which are typically from $500 to $1,000, depending on the level, depth and complexity of service. 5b:”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Aim Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Notwithstanding the above, fees are generally negotiable.”
• “AIM Advisors fees are paid quarterly in advance, with payment due within 10 days from the date of the invoice.”
• “Fees for partial quarters at the commencement or termination of our agreement will be billed or refunded on a prorated basis contingent on the number of days the account was open during the quarter.”

How Aim Advisors’ fees compare

• Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
• 3 of the 7 other planners in Beaverton that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,000 is below the Oregon median of $4,000. 4% of the 92 other Oregon planners that publish a flat or project fee charge less.
• None of the 6 other planners in Beaverton that publish a flat or project fee charge less.

About Aim Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

19

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$18,039,485

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154373

Phone

(503) 936-0289

Other planners in Beaverton that publish fees

• Capitol Family Office, Inc.Beaverton$250⁠-⁠$30,000
• Innovator Wealth Advisor, LLCBeaverton$190/hr, $3,000⁠-⁠$5,000
• Insight Advisors NW, LLCBeaverton$195/hr
• Main Avenue Financial Services, LLCBeaverton$250/hr
• Real Agency Wealth LLCBeaverton$325/hr, $7,200
• Roi FinancialBeaverton$250/hr, $600⁠-⁠$4,800

Compare all 15 planners in Beaverton