Main Avenue Financial Services, LLC fees and pricing
Financial planner in Beaverton, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Main Avenue Financial Services, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Schedules, Payments and Options Financial Planning MAFS offers financial planning on an hourly basis at $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Main Avenue Financial Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid via check or with a credit card.”
- “An account may be terminated with written notice at least 15 days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
How Main Avenue Financial Services, LLC’s fees compare
- Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
- 3 of the 7 other planners in Beaverton that publish an hourly rate charge less.
About Main Avenue Financial Services, LLC
“Main Avenue Financial Services, LLC (hereinafter “MAFS”) provides fee-only financial planning, investment management services, and wealth advisory services to individuals, families, and their related entities, trusts and estates, and family businesses. We also provide advice to retirement plan participants.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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
- 1% a year
- Clients
- 77
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $101,854,438
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151580
- Phone
- (503) 336-3776
Can advise clients in 4 states: Arizona, California, Oregon, Washington
Other planners in Beaverton that publish fees
- Aim AdvisorsBeaverton$250/hr, $500-$1,000
- Capitol Family Office, Inc.Beaverton$250-$30,000
- Innovator Wealth Advisor, LLCBeaverton$190/hr, $3,000-$5,000
- Insight Advisors NW, LLCBeaverton$195/hr
- Real Agency Wealth LLCBeaverton$325/hr, $7,200
- Roi FinancialBeaverton$250/hr, $600-$4,800
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.