PlannerFees

Goldmark Financial Planners, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated January 9, 2026, Goldmark Financial Planners, LLC charges $90 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$90/hr
“The hourly rate is $90.”

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

How Goldmark Financial Planners, LLC bills

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

  • “Account management fees are billed in arrears for the past quarter as explained in B above.”

How Goldmark Financial Planners, LLC’s fees compare

  • Its hourly rate of $90 is below the Oregon median of $250. 1% of the 123 other Oregon planners that publish an hourly rate charge less.
  • None of the 5 other planners in Salem that publish an hourly rate charge less.

About Goldmark Financial Planners, LLC

  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 1998 (28 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
40
Employees
2
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$6,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
154979
Website
goldmarkfp.com (opens in new tab)
Phone
(503) 375-0208

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