Bautista Planning and Analytics, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Financial Planning fee is an hourly rate between $150.00 and $300.00 per hour, depending on complexity.”

Flat or project fee

$1,000⁠-⁠$10,000

“The fixed fee can range between $1,000 and $10,000 depending on the needs of the client.”

Monthly fee

$100⁠-⁠$833/mo

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $750-$5,000 and an ongoing fee that is paid monthly, in advance, at the rate of $100-$833 per month based on the needs and complexity of the client.”

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

How Bautista Planning and Analytics, LLC bills

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

• “The annual fees paid in arrears on a monthly or quarterly basis.”
• “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
• “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Bautista Planning and Analytics, LLC’s fees compare

• Its hourly rate of $150-$300 spans the Oregon median of $250. 24% of the 123 other Oregon planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Oregon median of $4,000. 65% of the 92 other Oregon planners that publish a flat or project fee charge less.

About Bautista Planning and Analytics, LLC

• Principal: Joseph Bautista
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

2

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$665,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301150

Website

youtube.com/channel/UCPCG9CnAG_qYHwbTx3ScAlA (opens in new tab)

Phone

(458) 227-9655

Other planners in Oregon that publish fees

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• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000
• Alongside Financial PartnersBend$15,000/yr

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