PlannerFees

Green Tree Wealth, Inc fees and pricing

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

According to its Form ADV Part 2A brochure dated June 4, 2024, Green Tree Wealth, Inc charges $250⁠-⁠$400 an hour, a flat or project fee of $3,500⁠-⁠$7,500, and a monthly fee of $400⁠-⁠$600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$400/hr
“Page 5 ADV Part 2A – 6/4/2024 Financial consulting services range between $250 and $400 per hour.”
Flat or project fee
$3,500⁠-⁠$7,500
“Comprehensive financial planning services range between $3,500 and $7,500.”
Monthly fee
$400⁠-⁠$600/mo
“Ongoing financial planning fees range between $400 and $600 per month.”

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

How Green Tree Wealth, Inc bills

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

  • “The fees are negotiable and will vary depending on your financial situation, number of topics covered, number of meetings, number of non-managed accounts, and time spent conducting research.”
  • “We will collect the fee in advance upon engagement.”
  • “We will collect the fee upfront at the beginning of each month, in advance.”

How Green Tree Wealth, Inc’s fees compare

  • Its hourly rate of $250-$400 is above the Oregon median of $250. 68% of the 123 other Oregon planners that publish an hourly rate charge less.
  • 7 of the 16 other planners in Bend that publish an hourly rate charge less.
  • Its flat or project fee of $3,500-$7,500 spans the Oregon median of $4,000. 65% of the 92 other Oregon planners that publish a flat or project fee charge less.
  • 8 of the 11 other planners in Bend that publish a flat or project fee charge less.

About Green Tree Wealth, Inc

“When we provide financial planning services and you implement the financial plan through one of our representatives, the repr”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning
  • 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
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
331662
Website
greentreewealth.com (opens in new tab)
Phone
(541) 550-7443

Other planners in Bend that publish fees

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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.