PlannerFees

Crest Financial, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated February 10, 2026, Crest Financial, LLC charges $300⁠-⁠$525 an hour, a flat or project fee of $1,800⁠-⁠$18,000, a monthly fee of $25, and an annual fee of $3,500⁠-⁠$50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300⁠-⁠$525/hr
“The negotiated hourly fee for these services is between $300 and $525.”
Flat or project fee
$1,800⁠-⁠$18,000
“4 Fixed Fees The negotiated fixed rate for creating client financial plans is between $1,800 and $18,000.”
Monthly fee
$25/mo
“This fee is $25 per month or $250 per year.”
Annual fee
$3,500⁠-⁠$50,000/yr
“The rate for creating client pension consulting plans is between $3,500 and $50,000 annually.”

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

How Crest Financial, LLC bills

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

  • “Fees charged are negotiable based upon the type of client, the complexity of the client's situation, and the other services that CFLLC may provide to the client.”
  • “Fees charged are negotiable based upon the type of client, the complexity of the client's situation, and the other services that CFLLC may provide to the client.”
  • “Personal Financial Planning: $375 per hour billed in five minute increments.”

How Crest Financial, LLC’s fees compare

  • Its hourly rate of $300-$525 is above the Oregon median of $250. 92% of the 123 other Oregon planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,800-$18,000 spans the Oregon median of $4,000. 83% of the 92 other Oregon planners that publish a flat or project fee charge less.
  • Its annual fee of $3,500-$50,000 spans the Oregon median of $7,750. 97% of the 33 other Oregon planners that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Crest Financial, LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Insurance analysis

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, subscription fees
Charges a % of assets
No
Clients
47
Employees
1
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and newsletters and publications
Assets managed
$45,069,488
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
332357
Website
crestfinancialllc.com (opens in new tab)
Phone
(541) 868-0449

Other planners in Oregon that publish fees

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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.