Eugenio Financial fees and pricing
Financial planner in Tigard, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Eugenio Financial charges $345 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $345/hr
“Fees are not negotiable. 5 EUGENIO FINANCIAL Part 2A of Form ADV – Firm Brochure FINANCIAL PLANNING FEES Fees for requested planning services require a retainer and are based on an hourly rate of $345.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Eugenio Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are payable quarterly in advance based on the market value of the assets on the date we open the account, and at the end of each three-month period thereafter.”
- “All invoices are due within 10 days of invoice.”
- “Copies of the fee invoices will be sent to each Client as required.”
How Eugenio Financial’s fees compare
- Its hourly rate of $345 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
- 4 of the 4 other planners in Tigard that publish an hourly rate charge less.
About Eugenio Financial
“We offer portfolio management as well as financial, retirement and estate planning services to individuals, business owners and their families, as well as to profit-sharing plans, trusts, and estates.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Founded: 1990 (36 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 2% a year
- Clients
- 62
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $37,831,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143260
- Phone
- (503) 643-1880
Can advise clients in 2 states: Oregon, Washington
Other planners in Tigard that publish fees
- Brightwood Ventures, LLCTigard$150/hr
- Clarity Capital Management LLCTigard$300/hr
- Mckelvey Wealth Management, LLCTigard$250/hr
- Mulligan Capital, IncTigard$249/hr
- Range Financial Group, LLCTigardUp to $50,000
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.