Keychain Asset Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“Hourly rates for consulting are $150 - $500 per hour depending on the number of hours required and the complexity of the services performed.”

Flat or project fee

$75⁠-⁠$500

“This introductory service has a fixed fee ranging from $75 to $500.”

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

How Keychain Asset Management bills

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

• “Fees are typically paid either monthly or quarterly in advance or arrears, based on the account value on the last day of the preceding quarter or first day of the current quarter.”
• “Fees are negotiable under certain circumstances, such as for larger accounts or family relationships where multiple accounts are managed.”
• “Fixed fees will be quoted in advance for specific projects.”

How Keychain Asset Management’s fees compare

• Its hourly rate of $150-$500 spans the Oregon median of $250. 68% of the 123 other Oregon planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Oregon City that publish an hourly rate charge less.
• Its flat or project fee of $75-$500 is below the Oregon median of $4,000. None of the 92 other Oregon planners that publish a flat or project fee charge less.
• None of the 2 other planners in Oregon City that publish a flat or project fee charge less.

About Keychain Asset Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

4

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops

Assets managed

$50,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337629

Website

keychainassets.com (opens in new tab)

Phone

(503) 893-8385

Other planners in Oregon City that publish fees

• Burnside and Co.Oregon City$200/hr, $1,000⁠-⁠$2,500
• Integrated Retirement StrategiesOregon City$250/hr, $2,000
• 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

Compare all 3 planners in Oregon City