Foster & Wood, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$100,000

“Fixed fees range from $4,000 to $100,000.”

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

How Foster & Wood, Inc. bills

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

• “Plan Sponsors may elect to be billed a flat dollar fixed fee.”
• “This fee is generally negotiable, but terms and advisory fee is agreed to in advance and acknowledged by the Plan Sponsor through the Plan Sponsor Agreement and/or Plan Provider’s account agreement.”
• “The fees for portfolio management are based on an annual percentage of assets under management and are applied to the account asset value on a pro-rata basis.”

How Foster & Wood, Inc.’s fees compare

• Its flat or project fee of $4,000-$100,000 is above the Oregon median of $4,000. 100% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 10 of the 10 other planners in Lake Oswego that publish a flat or project fee charge less.

About Foster & Wood, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$4,000 minimum fee (stated in brochure)

Clients

68

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$218,692,762

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

165362

Website

fosterandwood.com (opens in new tab)

Phone

(503) 785-9844

Can advise clients in 3 states: Oregon, Texas, Washington

Other planners in Lake Oswego that publish fees

• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Cascara Financial Planning LLCLake Oswego$275/hr, $1,500
• Cedar Mountain Advisors, LLCLake Oswego$300/hr, $500/yr
• Greenbridge Investment Management, LLCLake Oswego$175/hr, $1,000⁠-⁠$5,000
• Handy & Company Financial Advisors, Inc.Lake Oswego$250/hr, $1,500⁠-⁠$5,000

Compare all 26 planners in Lake Oswego