Madrona Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“This fee may be static, or based upon an hourly rate of $150/hr multiplied by an estimate of the number of hours required to complete the plan, and may be adjusted based on the complexity of the plan and/or any special research requests.”

Flat or project fee

$500⁠-⁠$1,500

“Financial Planning / Fixed Fees The negotiated fixed rate for creating client financial plans is typically between $500 and $1,500.”

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

How Madrona Wealth Management LLC bills

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

• “Clients may terminate the agreement without penalty and for a full refund of Madrona's fees within five business days of signing the Investment Advisory Contract.”
• “Madrona bills based on the balance as of the close of business on the last day of the prior period.”
• “Fees are charged in arrears upon completion.”

How Madrona Wealth Management LLC’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.
• Its flat or project fee of $500-$1,500 is below the Oregon median of $4,000. 7% of the 92 other Oregon planners that publish a flat or project fee charge less.

About Madrona Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 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

Clients

68

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

$70,572,271

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171261

Website

madronawealth.com (opens in new tab)

Phone

(503) 854-4445

Can advise clients in 3 states: Minnesota, Oregon, Washington

Other planners in Oregon that publish fees

• 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
• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000
• Alongside Financial PartnersBend$15,000/yr

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