Difi Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000

“Under our agreement, DiFi Advisory receives a flat $2,000 fee for each qualified introduction we make to Purpose Driven Capital or to a Purpose Driven Capital fund.”

Annual fee

$16,000/yr

“Recurring fees will not exceed $16,000 annually.”

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

How Difi Advisory bills

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

• “In the event the agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the unearned portion of the fee is charged to the client, as appropriate.”
• “Our firm requires full payment upon completion of the Agreement.”

How Difi Advisory’s fees compare

• Its flat or project fee of $2,000 is below the Oregon median of $4,000. 17% of the 92 other Oregon planners that publish a flat or project fee charge less.
• None of the 2 other planners in Salem that publish a flat or project fee charge less.
• Its annual fee of $16,000 is above the Oregon median of $7,750. 76% of the 33 other Oregon planners that publish an annual fee charge less.

About Difi Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 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

1.5% a year

Clients

16

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$2,800,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316756

Website

instagram.com/difiadvisory (opens in new tab)

Phone

(503) 559-3237

Other planners in Salem that publish fees

• Capital Financial PlannersSalem$250⁠-⁠$350/hr
• Capstone Wealth Advisors, LLCSalem$100⁠-⁠$750/hr, $500⁠-⁠$10,000
• Collective Wealth PlanningSalem$400/hr, $300⁠-⁠$15,000
• Goldmark Financial Planners, LLCSalem$90/hr
• JGC Tax & Wealth ManagementSalem$250/hr
• JH AdvisorsSalem$75⁠-⁠$2,295/hr, $95⁠-⁠$695/mo

Compare all 9 planners in Salem