Iambic Financial L.L.C fees and pricing
Financial planner in Portland, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, Iambic Financial L.L.C charges $325 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $325/hr
“Fees for limited-scope financial planning engagements are billed at a rate of $325/hour, in quarter-hour increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Iambic Financial L.L.C bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment in full is expected upon invoice presentation.”
- “Clients may also elect to pay via ACH, check, or credit card.”
- “Iambic does not directly receive any bank or credit card information from this platform.”
How Iambic Financial L.L.C’s fees compare
- Its hourly rate of $325 is above the Oregon median of $250. 68% of the 123 other Oregon planners that publish an hourly rate charge less.
- 24 of the 34 other planners in Portland that publish an hourly rate charge less.
About Iambic Financial L.L.C
“Investment Management Iambic provides comprehensive portfolio management, financial planning, and financial advice through its investment management service.”
- Principal: Andrea Vedder
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- 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
- 0.95% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338265
- Phone
- (503) 308-9424
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
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.