Capital Financial Planners fees and pricing

Financial planner in Salem, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 16, 2026, Capital Financial Planners charges $250⁠-⁠$350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$350/hr; “We typically charge an hourly fee for stand-alone financial planning services ranging from $250 - $350 per hour.”

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

“They are charged in advance, either monthly, quarterly, semi-annually, or annually (as set forth in our written advisory agreement with the client), and shall be pro-rated for any partial billing periods.”
“Any sub-advisory fees will be agreed with the client in writing in advance of the commencement of any recommended Sub-Advisor’s services.”
“Platform fees are paid to AssetMark quarterly, in advance, based on an annual percentage of the value of your assets under management on the AssetMark Platform.”

Its hourly rate of $250-$350 is above the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.
2 of the 5 other planners in Salem that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 221
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
Assets managed: $284,756,786
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 310168
Website: capfina.com (opens in new tab)
Phone: (503) 585-1067

Can advise clients in 4 states: California, Oregon, Texas, Washington

Is something on this page wrong or out of date?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