Cross Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“The minimum fee is $200 per hour, and the maximum is $500 per hour.”

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

How Cross Financial Advisors bills

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

• “Our annual fee is prorated and charged quarterly, in advance, based on the value of the Client’s assets under management as of the close of business on the last business day of the previous quarter.”
• “Accounts initiated or terminated during a calendar will be charged a prorated fee based on the days the Client account was open during that quarter.”
• “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”

How Cross Financial Advisors’ fees compare

• Its hourly rate of $200-$500 spans 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.

About Cross Financial Advisors

• Firm size: 12 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2017 (9 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

Minimum

$15,000 in assets (stated in brochure)

Clients

1,831

Employees

12

Works with

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

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$481,819,342

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

287686

Website

crossfinancialmgmt.com (opens in new tab)

Phone

(503) 430-0563

Can advise clients in 16 states: Alaska, Arizona, California, Florida, Idaho, Indiana, Massachusetts, Minnesota, New Jersey, Nevada, Ohio, Oregon, Texas, Utah, Virginia, 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
• CLS Financial Advisors, Inc.Portland$350/hr, $1,000⁠-⁠$10,000

Compare all 63 planners in Portland