Cuthbert Financial Guidance fees and pricing
Financial planner in Portland, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 15, 2026, Cuthbert Financial Guidance charges a flat or project fee of $2,600-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,600-$15,000
“The firm’s Financial Planning and Investment Advisory fees generally range from $2600 to $15,000 on an annual fixed fee basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cuthbert Financial Guidance bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is invoiced quarterly in arrears.”
- “The annual fee is prorated on a quarterly basis per the client’s agreement, and charged in arrears, starting with the first calendar quarter of the engagement (March 31, June 30, September 30 and December 31).”
- “Negotiable Fees For all engagements, the services that are to be provided to you and the anticipated fee will be detailed in your agreement with our firm.”
How Cuthbert Financial Guidance’s fees compare
- Its flat or project fee of $2,600-$15,000 spans the Oregon median of $4,000. 82% of the 92 other Oregon planners that publish a flat or project fee charge less.
- 17 of the 22 other planners in Portland that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Cuthbert Financial Guidance
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2004 (22 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 3
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 130006
- Phone
- (404) 633-6420
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
Is something on this page wrong or out of date?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.