Independent Investment Advisors fees and pricing
Financial planner in Hillsboro, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 19, 2026, Independent Investment Advisors charges a flat or project fee of $1,500-$4,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$4,500
“One-time financial planning fees can range from $1500.00 to $4500.00 based on client’s situation and complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Independent Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment management fees are generally billed quarterly in arrears based on assets under management as of the end of the billing period.”
- “Certain financial planning or subscription-based services may be billed in advance.”
- “Any prepaid fees are fully disclosed in the advisory agreement, including the applicable billing period and refund terms.”
How Independent Investment Advisors’ fees compare
- Its flat or project fee of $1,500-$4,500 spans the Oregon median of $4,000. 30% of the 92 other Oregon planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Hillsboro that publish a flat or project fee charge less.
About Independent Investment Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 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
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 23
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $68,531,830
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286170
- Phone
- (971) 350-8068
Other planners in Hillsboro that publish fees
- Gratke Wealth, LLCHillsboro$250/hr
- Head To Toe Financial PlanningHillsboro$200/hr, $1,000-$4,000
- Rock Creek Wealth ManagementHillsboro$300/hr
- Wellspring Advisors, Inc.Hillsboro$3,000-$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Is something on this page wrong or out of date?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.