Alpine Road Financial fees and pricing

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

According to its Form ADV Part 2A brochure dated June 4, 2026, Alpine Road Financial charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Limited Scope Financial Planning services are typically billed on either a fixed project-based fee or an hourly basis at a standard rate of $500 per hour, which is negotiable.”

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

“Fees are billed quarterly in arrears and may be debited directly from a client's managed account, paid via ACH, or paid by check, as agreed upon in the advisory agreement.”
“Clients choosing investment management without financial planning are billed using the same AUM schedule.”
“Fees are billed quarterly in arrears and prorated for partial periods.”

Its hourly rate of $500 is above the Oregon median of $250. 96% of the 123 other Oregon planners that publish an hourly rate charge less.
16 of the 16 other planners in Bend that publish an hourly rate charge less.

“We provide investment management and financial planning services primarily to individuals.”

From the firm's description of its advisory business in its Form ADV brochure.

Principal: Jonathan Nagy
Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2024 (2 years).

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: 3% a year
Clients: 3
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
Assets managed: $780,505
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 331538
Website: alpineroadfinancial.com (opens in new tab)
Phone: (541) 600-4047

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Is something on this page wrong or out of date?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