Cedar Mountain Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fees for consultation services are charged at a rate of $300 per hour.”

Annual fee

$500/yr

“The minimum annual fee for investment advisory services is $500.”

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

How Cedar Mountain Advisors, LLC bills

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

• “Quarterly fee adjustments for additional assets received into the account during a quarter or for partial withdrawals of $5,000 or greater will also be provided on the above pro rata basis for all accounts billed in advance.”
• “Fees are generally negotiable, with Cedar Mountain Advisors maintaining discretion to offer discounts and fee waivers.”
• “Quarterly fee adjustments for additional assets received into the account during a quarter or for partial withdrawals of $5,000 or greater will also be provided on the above pro rata basis for all accounts billed in advance.”

How Cedar Mountain Advisors, LLC’s fees compare

• Its hourly rate of $300 is above the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.
• 6 of the 11 other planners in Lake Oswego that publish an hourly rate charge less.
• Its annual fee of $500 is below the Oregon median of $7,750. None of the 33 other Oregon planners that publish an annual fee charge less.

About Cedar Mountain Advisors, LLC

• Firm size: 10 employees.
• Founded: 2006 (20 years).

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

1.75% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

832

Employees

10

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$1,197,759,928

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

140339

Website

cmapdx.com (opens in new tab)

Phone

(503) 224-6868

Can advise clients in 8 states: Arizona, California, Florida, New Hampshire, Oregon, Texas, Washington, Wisconsin

Other planners in Lake Oswego that publish fees

• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Cascara Financial Planning LLCLake Oswego$275/hr, $1,500
• 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

Compare all 26 planners in Lake Oswego