Gratke Wealth, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated February 18, 2026, Gratke Wealth, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Fees for financial planning services are based on a rate of $250.00 per hour.”

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

“The invoice we submit shows the amount of fees, the value of your assets on which the fees are based, and the specific manner in which the fees are calculated.”
“In certain circumstances, fees may be negotiable.”
“Gratke Wealth, LLC fees for optional services are billed separately on a quarterly basis.”

Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
1 of the 2 other planners in Hillsboro that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2012 (14 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 40
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, newsletters and publications, and educational seminars and workshops
Assets managed: $27,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 145983
Website: gratkewealth.com (opens in new tab)
Phone: (888) 970-8987

Is something on this page wrong or out of date?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