Mckelvey Wealth Management, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated January 22, 2026, Mckelvey Wealth Management, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “When you engage McKelvey Wealth Management for stand-alone financial planning and consulting services you will pay us an hourly 7 MCKELVEY WEALTH MANAGEMENT, LLC FORM ADV PART 2A – FIRM BROCHURE fee at a maximum rate of $250 per hour.”

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

“The specific hourly rate applicable to your engagement is negotiable and will be set forth in a written advisory agreement which you will be required to execute with McKelvey Wealth Management prior to the commencement of our services.”
“Where the client is billed by traditional invoice, our fees are payable by check, money order, or other form of payment deemed acceptable by the firm.”

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.
2 of the 4 other planners in Tigard that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Clients: 82
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: $59,317,071
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 316506
Website: McKelveyWM.com (opens in new tab)
Phone: (503) 709-5669

Is something on this page wrong or out of date?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