Inman Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“This fee is based upon an hourly rate of $150-250/hour depending on the employee completing the work and is based on an estimate of the total staff hours it will take to prepare the plan.”

Flat or project fee

$700⁠-⁠$5,000

“Thereafter, clients may terminate the agreement immediately upon written notice. 8 Financial Planning Fees Fixed Fees The fixed rate for creating client financial plans is between $700 and $5,000.”

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

How Inman Financial Services, Inc. bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s Investment Advisory Agreement.”
• “Clients may terminate the agreement via written notice without penalty, and for full refund of IFS’s fees, within 5 business days of signing the Investment Advisory Agreement.”
• “These rates are generally negotiable, and the final fee schedule will be memorialized in the client’s Financial Planning Agreement.”

How Inman Financial Services, Inc.’s fees compare

• Its hourly rate of $150 is below the Oregon median of $250. 5% of the 123 other Oregon planners that publish an hourly rate charge less.
• 3 of the 34 other planners in Portland that publish an hourly rate charge less.
• Its flat or project fee of $700-$5,000 spans the Oregon median of $4,000. 27% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 6 of the 22 other planners in Portland that publish a flat or project fee charge less.

About Inman Financial Services, Inc.

• Firm size: 5 employees.
• Founded: 1992 (34 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

234

Employees

5

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$197,453,684

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297414

Website

linkedin.com/company/inman-financial (opens in new tab)

Phone

(503) 906-2650

Can advise clients in 5 states: California, 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

Compare all 63 planners in Portland