Dobson Asset Management LLC fees and pricing
Financial planner in Portland, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 11, 2026, Dobson Asset Management LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The fee for general financial planning is determined by the complexities of the client’s financial situation and is based on a rate of $200.00 per hour with a 10 hour minimum.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dobson Asset Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is negotiable if the client has an ongoing advisory relationship. 5 Investment Account Management for Individuals Investment Account Management is an investment supervisory service, provided to individuals.”
How Dobson Asset Management LLC’s fees compare
- Its hourly rate of $200 is below the Oregon median of $250. 14% of the 123 other Oregon planners that publish an hourly rate charge less.
- 4 of the 34 other planners in Portland that publish an hourly rate charge less.
About Dobson Asset Management LLC
“We are committed to the financial planning process and its ability to help individuals with financial decisions.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 63
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $72,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315281
- Phone
- (503) 417-3481
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.