Horst & Graben Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$200⁠-⁠$2,000

“Generally, we charge a fixed fee of $2,000 for the initial plan, plus $400 for each additional scenario, $400 for investment reviews, $400 for budget review, and $200 for a thorough debt reduction plan.”

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

How Horst & Graben Wealth Management, LLC bills

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

• “The specific terms and fee structure are negotiated in advance and set forth in an Agreement with us.”
• “The Advisor also sends fee invoices to investment management clients at the beginning of each quarter.”
• “Any fees not debited directly from a Client’s account or paid at the time of service will be invoiced and are payable upon receipt of the invoice.”

How Horst & Graben Wealth Management, LLC’s fees compare

• Its flat or project fee of $200-$2,000 is below the Oregon median of $4,000. 8% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 3 of the 22 other planners in Portland that publish a flat or project fee charge less.

About Horst & Graben Wealth Management, LLC

• Firm size: 10 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

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

1.6% a year

Clients

1,299

Employees

10

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$920,067,465

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297368

Website

horstandgrabenwealth.com (opens in new tab)

Phone

(503) 342-8900

Can advise clients in 9 states: Arizona, California, Florida, Idaho, Montana, New Hampshire, Oregon, Texas, Washington

Other planners in Portland that publish fees

• Apm WealthPortland$250/hr, $1,299/mo
• Becker Capital Management, Inc.Portland$100⁠-⁠$500/hr
• Blue Water WealthPortland$2,000⁠-⁠$20,000
• Blueprint Financial Advisors, LLCPortland$250/hr
• Burgess Financial PlanningPortland$360/hr
• CLS Financial Advisors, Inc.Portland$350/hr, $1,000⁠-⁠$10,000

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