Harbor Horizon Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$5,000

“Ongoing Financial Planning HHF collects an initial fee, no greater than $5,000.”

Monthly fee

$300⁠-⁠$1,000/mo

“Fees are paid monthly or quarterly in advance, ranging from $300 to $1,000 per month, or $900 to $3,000 per quarter.”

Quarterly fee

$900⁠-⁠$3,000/qtr

From the same sentence as above.

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

How Harbor Horizon Financial, LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Harbor Horizon Financial, LLC’s fees compare

• Its hourly rate of $350 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Oregon median of $4,000. 57% of the 92 other Oregon planners that publish a flat or project fee charge less.

About Harbor Horizon Financial, LLC

• Principal: Garrett Dresen
• 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
• Estate planning
• Business owners
• 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% a year

Clients

4

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$2,240,905

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332911

Website

harborhorizonfinancial.com (opens in new tab)

Phone

(971) 405-7979

Other planners in Wilsonville that publish fees

• Red Sky Financial Planning, LLCWilsonville$300/hr, $8,000/yr
• 2260 WestBend$450/hr, $3,000
• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000

Compare all 227 planners in Oregon