DJ Financial fees and pricing

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

According to its Form ADV Part 2A brochure dated March 30, 2026, DJ Financial charges $125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125/hr; “DJ Financial charges $125 per hour to perform work that creates or refreshes a comprehensive financial plan for its Clients.”

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

“Client will be invoiced as of March 31, June 30th, September 30th and December 31 in accordance with agreed upon terms contained in a signed engagement letter for assets under DJ Financial management through the applicable calendar quarter periods.”

Its hourly rate of $125 is below the Oregon median of $250. 2% of the 123 other Oregon planners that publish an hourly rate charge less.

“Assist Clients in achieving their financial goals by providing sound financial advice and services. 2.”

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.
Credentials named in the brochure: CPA.
Registered as an adviser: 2014 (12 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Minimum: $125 minimum fee (stated in brochure)
Clients: 18
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $15,340,996
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 168015
Phone: (541) 670-1071

Is something on this page wrong or out of date?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.