PlannerFees

Mallery Financial fees and pricing

Financial planner in Eugene, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Mallery Financial charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“Planning and consulting services are billed either at an hourly rate of $150 per hour or on a project basis.”

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

How Mallery Financial bills

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

  • “These fees are typically charged monthly, in arrears, based on Account balances during the billing period.”
  • “Mallery Financial and Orion Portfolio Solutions use the same formula to calculate the billed fee; the only difference is which entity runs the calculation and processes the fee deduction from client accounts.”
  • “Billing Methodology for accounts at Schwab and Orion Portfolio Solutions Advisory fees are calculated using the Average Daily Balance method, in arrears.”

How Mallery Financial’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.
  • 1 of the 5 other planners in Eugene that publish an hourly rate charge less.

About Mallery Financial

“Mallery Financial offers investment management, financial planning, and insurance consulting services to individuals, businesses, retirement plans and their sponsors, non-profit organizations, trusts, and estates.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2020 (6 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
1% a year
Clients
100
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$38,253,217
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
310425
Website
malleryfinancial.com (opens in new tab)
Phone
(541) 687-7678

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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.