Capitol Family Office, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$30,000

“The fixed rate for creating client financial plans is between $250 and $30,000.”

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

How Capitol Family Office, Inc. bills

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

• “Clients may terminate the agreement without penalty for a full refund of CFO's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of CFO's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of CFO’s fees, within five business days of signing the Financial Planning Agreement.”

How Capitol Family Office, Inc.’s fees compare

• Its flat or project fee of $250-$30,000 spans the Oregon median of $4,000. 93% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Beaverton that publish a flat or project fee charge less.

About Capitol Family Office, Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

124

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$136,089,945

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312005

Website

capitolcfo.com (opens in new tab)

Phone

(503) 897-0236

Can advise clients in 2 states: Oregon, Washington

Other planners in Beaverton that publish fees

• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000
• Innovator Wealth Advisor, LLCBeaverton$190/hr, $3,000⁠-⁠$5,000
• Insight Advisors NW, LLCBeaverton$195/hr
• Main Avenue Financial Services, LLCBeaverton$250/hr
• Real Agency Wealth LLCBeaverton$325/hr, $7,200
• Roi FinancialBeaverton$250/hr, $600⁠-⁠$4,800

Compare all 15 planners in Beaverton