Mark Sharp Retirement fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$9,500

“The Fixed fee ranges from $2,500 -$9,500, with have of the fee payable in advance and the remaining balance due upon completion.”

Annual fee

Up to $7,500/yr

“Ongoing Retirement Planning Assets Under Management Annual Retainer $0 - $2,000,000 $7,500 $2,000,000 and Above $10,000+ The annual fee is a non-negotiable flat fee payable in advance on a quarterly basis.”

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

How Mark Sharp Retirement bills

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

• “No increase in the annual fee shall be effective without agreement from the Client by signing a new agreement or amendment to their current advisory agreement.An account may be terminated with written notice at least 15 calendar days in advance.”
• “This service is payable via credit card, ach, and electronic funds transfers.”
• “The core scope of service remains consistent, with any added complexity addressed 5 transparently and discussed in advance.”

How Mark Sharp Retirement’s fees compare

• Its flat or project fee of $2,500-$9,500 spans the Oregon median of $4,000. 71% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 14 of the 22 other planners in Portland that publish a flat or project fee charge less.
• Its annual fee of up to $7,500 is below the Oregon median of $7,750. 21% of the 33 other Oregon planners that publish an annual fee charge less.
• 4 of the 13 other planners in Portland that publish an annual fee charge less.

About Mark Sharp Retirement

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 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

9

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$15,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285773

Website

marksharpretirement.com (opens in new tab)

Phone

(800) 622-1045

Other planners in Portland that publish fees

• Apm WealthPortland$250/hr, $1,299/mo
• Becker Capital Management, Inc.Portland$100⁠-⁠$500/hr
• Blue Water WealthPortland$2,000⁠-⁠$20,000
• Blueprint Financial Advisors, LLCPortland$250/hr
• Burgess Financial PlanningPortland$360/hr
• CLS Financial Advisors, Inc.Portland$350/hr, $1,000⁠-⁠$10,000

Compare all 63 planners in Portland