Handy & Company Financial Advisors, Inc. fees and pricing

Published fees

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

Hourly rate

$250/hr

“The total financial planning fee is based on an hourly rate of $250 per hour.”

Flat or project fee

$1,500⁠-⁠$5,000

“Fees for financial plans typically range from $1,500 - $5,000.”

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

How Handy & Company Financial Advisors, Inc. bills

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

• “Aggregated accounts will be displayed on client invoices.”
• “Any fee for financial plan updates will be agreed upon in advance.”
• “Fees for financial plans are negotiable.”

How Handy & Company Financial Advisors, Inc.’s fees compare

• 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 11 other planners in Lake Oswego that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Oregon median of $4,000. 36% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 6 of the 10 other planners in Lake Oswego that publish a flat or project fee charge less.

About Handy & Company Financial Advisors, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Founded: 1996 (30 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax 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

1.4% a year

Clients

114

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$68,747,394

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154417

Website

handycompany.com (opens in new tab)

Phone

(503) 635-6100

Can advise clients in 2 states: Oregon, 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
• Foster & Wood, Inc.Lake Oswego$4,000⁠-⁠$100,000
• Greenbridge Investment Management, LLCLake Oswego$175/hr, $1,000⁠-⁠$5,000

Compare all 26 planners in Lake Oswego