Guiding Financial, LLC fees and pricing
Financial planner in Eugene, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 22, 2026, Guiding Financial, LLC charges $200-$250 an hour and a flat or project fee of $3,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$250/hr
“The hourly rate is $200- $250 per hour.”
- Flat or project fee
- $3,000-$6,000
“ Method of Compensation and Fee Schedule oundation Financial Planning F Fees for Foundation Financial Planning are $3,000-$6,000, paid over a 5 month period in advance or in monthly installments upon execution of the agreement. Financial Planning, Coaching, and Counseling Fees ees for Annual…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Guiding Financial, LLC’s fees compare
- Its hourly rate of $200-$250 is below the Oregon median of $250. 24% of the 123 other Oregon planners that publish an hourly rate charge less.
- 3 of the 5 other planners in Eugene that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$6,000 spans the Oregon median of $4,000. 54% of the 92 other Oregon planners that publish a flat or project fee charge less.
- 3 of the 5 other planners in Eugene that publish a flat or project fee charge less.
About Guiding Financial, LLC
“We primarily focus on financial planning, counseling, and/or coaching during a five month program.”
- Credentials named in the brochure: CFP®.
- Founded: 2014 (12 years).
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
- Clients
- 5
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $1,984,500
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175119
- Phone
- (541) 357-9306
Other planners in Eugene that publish fees
- Insight Investment SolutionsEugene$145/hr
- Integrity Wealth LLCEugene$1,500-$5,000
- Mallery FinancialEugene$150/hr
- Reign Wealth LogicEugene$500-$5,000
- Roehl & Yi Investment Advisors, LLCEugene$25,000
- Sittner & Nelson, LLCEugene$15,000-$30,000/yr
Is something on this page wrong or out of date?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.