Cairn Wealth Management fees and pricing
Financial planner in Vancouver, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 30, 2026, Cairn Wealth Management charges $300-$450 an hour and a flat or project fee of $2,500-$7,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$450/hr
“Our rate for such services ranges from $300 to $450 per hour.”
- Flat or project fee
- $2,500-$7,000
“We charge a fixed fee for financial planning services, which generally ranges from $2,500 to $7,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cairn Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you pay fees in advance and if your agreement with us terminates during a quarter, we will refund a pro rata portion of the fee you paid for that quarter, based on the number of days between the date we received notice and the end of the quarter.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
- “This rate is negotiable depending on the scope and complexity of the plan, your financial situation, and your objectives.”
How Cairn Wealth Management’s fees compare
- Its hourly rate of $300-$450 is above the Washington median of $300. 78% of the 216 other Washington planners that publish an hourly rate charge less.
- 7 of the 9 other planners in Vancouver that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$7,000 spans the Washington median of $3,250. 65% of the 103 other Washington planners that publish a flat or project fee charge less.
- 3 of the 6 other planners in Vancouver that publish a flat or project fee charge less.
About Cairn Wealth Management
“We provide discretionary investment management and financial planning services for individuals, pension and profit‐sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.”
- Firm size: 6 employees.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- 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
- 1% a year
- Clients
- 309
- Employees
- 6
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $384,958,456
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143601
- Phone
- (503) 241-4901
Can advise clients in 5 states: California, Oregon, South Carolina, Texas, Washington
Other planners in Vancouver that publish fees
- Delphi AdvisersVancouver$400/hr, $1,500-$6,000
- First Pacific Financial, Inc.Vancouver$500/hr, $15,000
- Harlow Wealth Management, Inc.Vancouver$5,000-$50,000
- Helium Advisors LLCVancouver$300/hr, $5,000-$25,000
- Middleton & CompanyVancouver$750, $2,500/qtr
- Momentous Wealth Management, Inc.Vancouver$250/hr, $1,500-$2,500
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.