CLS Financial Advisors, Inc. fees and pricing
Financial planner in Portland, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, CLS Financial Advisors, Inc. charges $350 an hour and a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“As a fixed fee, typically ranging from $1,000 to $10,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $350 per hour.”
- Flat or project fee
- $1,000-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How CLS Financial Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for partial quarters at the beginning or termination of the agreement will be prorated.”
- “In consideration of our services, the client will pay us a quarterly fee billed at the end of the quarter paid directly to us from the assets held in the portfolio.”
- “Alternatively, the quarterly fee may be paid by invoice with payment due within 30 days from the date of the invoice.”
How CLS Financial Advisors, Inc.’s fees compare
- Its hourly rate of $350 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
- 25 of the 34 other planners in Portland that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$10,000 spans the Oregon median of $4,000. 65% of the 92 other Oregon planners that publish a flat or project fee charge less.
- 12 of the 22 other planners in Portland that publish a flat or project fee charge less.
About CLS Financial Advisors, Inc.
“We prepare and update retirement planning projections and work with our clients and their attorneys on estate planning issues. We also offer investment advice including financial planning on a more limited basis.”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
- Founded: 2001 (25 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax 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
- 1.25% a year
- Minimum
- $9,000 minimum fee (stated in brochure)
- Clients
- 87
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $191,992,677
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152892
- Phone
- (503) 244-8879
Can advise clients in 3 states: California, Oregon, Washington
Other planners in Portland that publish fees
- Apm WealthPortland$250/hr, $1,299/mo
- Becker Capital Management, Inc.Portland$100-$500/hr
- Blue Water WealthPortland$2,000-$20,000
- Blueprint Financial Advisors, LLCPortland$250/hr
- Burgess Financial PlanningPortland$360/hr
- Compass Investment Advisers, LLCPortland$250/hr
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.