Alongside Financial Partners fees and pricing

Financial planner in Bend, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 6, 2026, Alongside Financial Partners charges an annual fee of $15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are negotiable and some fees may vary by Client for similar services.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
“Clients may also pay by electronic funds transfer (EFT) or check.”

Its annual fee of $15,000 is above the Oregon median of $7,750. 67% of the 33 other Oregon planners that publish an annual fee charge less.
4 of the 6 other planners in Bend that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

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: 1% a year
Clients: 27
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: $21,011,337
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 337539
Phone: (541) 215-8115

Can advise clients in 2 states: California, Oregon

Is something on this page wrong or out of date?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.