Cascara Financial Planning LLC fees and pricing
Financial planner in Lake Oswego, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2026, Cascara Financial Planning LLC charges $275 an hour, a flat or project fee of $1,500, and an annual fee of $5,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“Our hourly rate is $275.”
- Flat or project fee
- $1,500
“Ongoing Financial Planning Cascara collects an initial fee, no greater than $1,500.”
- Annual fee
- $5,000-$15,000/yr
“The annual fee generally ranges from $5,000 to $15,000, depending on the specific needs of the Client, the 9 complexity of the Client’s financial situation, and the estimated time, research, and resources required to provide services, among other factors deemed relevant.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cascara Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Cascara Financial Planning LLC’s fees compare
- Its hourly rate of $275 is above the Oregon median of $250. 53% of the 123 other Oregon planners that publish an hourly rate charge less.
- 4 of the 11 other planners in Lake Oswego that publish an hourly rate charge less.
- Its flat or project fee of $1,500 is below the Oregon median of $4,000. 10% of the 92 other Oregon planners that publish a flat or project fee charge less.
- 2 of the 10 other planners in Lake Oswego that publish a flat or project fee charge less.
- Its annual fee of $5,000-$15,000 spans the Oregon median of $7,750. 55% of the 33 other Oregon planners that publish an annual fee charge less.
About Cascara Financial Planning LLC
- Principal: Christopher Ramsby
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
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
- 0.9% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339300
- Phone
- (503) 825-2024
Other planners in Lake Oswego that publish fees
- Aegis Financial AdvisoryLake Oswego$250/hr, $500
- Aerodigm Wealth LLCLake Oswego$225-$355/hr
- Cedar Mountain Advisors, LLCLake Oswego$300/hr, $500/yr
- Foster & Wood, Inc.Lake Oswego$4,000-$100,000
- Greenbridge Investment Management, LLCLake Oswego$175/hr, $1,000-$5,000
- Handy & Company Financial Advisors, Inc.Lake Oswego$250/hr, $1,500-$5,000
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.