Ascent Financial Advisors fees
Financial planner in Portland, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 18, 2026, Ascent Financial Advisors (Portland, OR) charges $175 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change.
- Hourly rate
- $175/hr
Below the Portland median of $280; 15% of the 20 other planners in Portland that publish an hourly rate charge less. Below the Oregon median of $250; 13% of the 76 other planners in Oregon charge less.
“Client consultations are billed at $175 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2010 (16 years)
How Ascent Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable upon receipt of billing.”
About Ascent Financial Advisors
“We provide comprehensive fee-only financial planning and investment management services to individuals, including trusts, estates and small businesses. We provide comprehensive and specific financial planning services on a per hour consulting basis.”
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 30
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $46.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 18, 2026
- CRD number
- 154140 (opens in new tab)
- Phone
- (503) 341-3708
Other planners in Portland that publish fees
- Seagrass Financial, LLCPortlandHourly $300/hr, Annual $6,000/yr
- Xena Financial Planning, LLCPortlandAnnual $10,000-$36,000/yr
- Cuthbert Financial GuidancePortlandAnnual $2,600-$15,000/yr
- Rio Financial PlanningPortlandHourly $75-$150/hr
- Pearl Wealth LLCPortlandHourly $350/hr
- Kawasaki Financial, LLCPortlandHourly $200/hr, Flat $200-$5,000 2022 brochure
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.