PlannerFees

Littlejohn Financial Services Inc fees and pricing

Financial planner in Roseburg, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 19, 2026, Littlejohn Financial Services Inc charges a flat or project fee of $2,500 for financial planning.

Published fees

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

Flat or project fee
$2,500
“In instances where LFS assists retirement plans with initial set-up and onboarding, the new retirement plans will be charged a one-time inception fee of $2,500.”

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

How Littlejohn Financial Services Inc bills

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

  • “The investment advisory fee in the first month of service is prorated to the inception date of the account[s] to the end of the first month.”
  • “Fees may be negotiable at the sole discretion of the Advisor.”
  • “Fees may be negotiable depending on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Littlejohn Financial Services Inc’s fees compare

  • Its flat or project fee of $2,500 is below the Oregon median of $4,000. 20% of the 92 other Oregon planners that publish a flat or project fee charge less.

About Littlejohn Financial Services Inc

  • Firm size: 8 employees.
  • Founded: 2010 (16 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% a year
Clients
555
Employees
8
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
Assets managed
$171,257,236
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
155113
Website
pinterest.com/littlejohnfinancial (opens in new tab)
Phone
(541) 375-0898

Can advise clients in 6 states: Arizona, California, Idaho, Oregon, Texas, Washington

Other planners in Roseburg that publish fees

Compare all 227 planners in Oregon

Is something on this page wrong or out of date?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.