Columbia River Advisors fees and pricing

Financial planner in Tacoma, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 8, 2026, Columbia River Advisors charges $150⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$500/hr; “If you and your IAR agree to an hourly arrangement instead, hourly rates range from $150.00 to $500.00 per hour, billed in 15-minute increments.”

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

“The fund’s final distributions to limited partners were completed February 28, 2026, satisfying all remaining redemptions payable.”
“Fees are charged in advance of the service and are pro-rated for accounts opened or closed during a calendar quarter (upon request, CRA may agree to charge fees in arrears).”
“Asset-Based Fee on All Household Account Assets Each Client agrees to pay CRA an annual fee, billed quarterly, in advance of the service.”

Its hourly rate of $150-$500 spans the Washington median of $300. 65% of the 216 other Washington planners that publish an hourly rate charge less.
2 of the 3 other planners in Tacoma 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: 1.5% a year
Clients: 231
Employees: 6
Works with: Individuals, high net worth individuals, and pooled investment vehicles
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, and selecting other advisers
Assets managed: $191,149,780
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 154571
Website: facebook.com/columbiariveradvisors (opens in new tab)
Phone: (253) 589-1401

Can advise clients in 5 states: California, Indiana, Montana, Oregon, 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Is something on this page wrong or out of date?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.