PlannerFees

Cresscila Wealth Management fees and pricing

Financial planner in Bend, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 2, 2026, Cresscila Wealth Management charges $250 an hour, a flat or project fee of $4,000, a quarterly fee of $1,500, and an annual fee of $6,000 for financial planning.

Published fees

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

Hourly rate
$250/hr
“The $4,000 fee is calculated as an estimate of 16-20 hours of plan creation at CLDCWM’s stated hourly rate of $250.”
Flat or project fee
$4,000
“The fixed rate for creating a standalone financial plan is $4,000.”
Quarterly fee
$1,500/qtr
“Bill Date April 1 ($1,500 quarterly fee) End Quarter Date:”
Annual fee
$6,000/yr
“The fixed fee for Standard Financial Planning and Portfolio Management is $6,000 annually.”

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

How Cresscila Wealth Management bills

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

  • “Clients may terminate the agreement without penalty, for full refund of CLDCWM’s fees, within five business days of signing the Agreement.”
  • “In the event of termination after the five day period has elapsed, the client will be invoiced for actual hours worked prior to termination at the rate of $250/hour.”
  • “If services actually provided were materially below the agreed scope through no fault of the client, CLDCWM will adjust the fee to reflect the services rendered and refund the unearned fee to the client within 15 days of that assessment.”

How Cresscila Wealth Management’s fees compare

  • Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
  • 3 of the 16 other planners in Bend that publish an hourly rate charge less.
  • Its flat or project fee of $4,000 matches the Oregon median of $4,000. 47% of the 92 other Oregon planners that publish a flat or project fee charge less.
  • 2 of the 11 other planners in Bend that publish a flat or project fee charge less.
  • Its annual fee of $6,000 is below the Oregon median of $7,750. 36% of the 33 other Oregon planners that publish an annual fee charge less.
  • 1 of the 6 other planners in Bend that publish an annual fee charge less.

About Cresscila Wealth Management

“Ongoing Financial Planning & Portfolio Management Services CLDCWM offers ongoing financial planning and portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2024 (2 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
2% 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
339914
Website
cresscilawm.com (opens in new tab)
Phone
(206) 940-1635

Can advise clients in 2 states: Oregon, Washington

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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.