Brightwood Ventures, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated January 13, 2026, Brightwood Ventures, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Brightwood Ventures charges an hourly fee of $150/hour for financial plans.”

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

“Fees are billed to Client and payable on a quarterly basis at the beginning of each quarter or on opening the Account.”
“These plans will be billed at $150/hour.”
“Plans will be billed upon delivery and due within 30 days.”

Its hourly rate of $150 is below the Oregon median of $250. 5% of the 123 other Oregon planners that publish an hourly rate charge less.
None of the 4 other planners in Tigard that publish an hourly rate charge less.

“Brightwood Ventures, LLC (“Brightwood Ventures”) provides financial planning and wealth management services.”

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

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFA.
Registered as an adviser: 2012 (14 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 36
Employees: 1
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $80,928,312
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 165835
Website: brightwoodventures.com (opens in new tab)
Phone: (503) 807-4302

Is something on this page wrong or out of date?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