Mengis Capital Management, Inc. fees and pricing
Financial planner in Portland, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 26, 2026, Mengis Capital Management, Inc. charges $200-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$300/hr
“If financial planning is provided separately, the fee is generally based on the estimated amount of time required multiplied by a negotiated hourly rate of generally between $200 and $300 depending on the particular complexities involved and specific credentials required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mengis Capital Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For nondiscretionary client accounts, fees are negotiable depending on the level of service provided to the client, heightened compliance oversight and management of the account, and the types of investments requested by the client.”
- “Billing and Payment Investment Management Fees are paid quarterly in advance.”
- “For clients where we are not able to deduct fees, we instead send direct invoices to these clients on 30 day terms.”
How Mengis Capital Management, Inc.’s fees compare
- Its hourly rate of $200-$300 spans the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
- 8 of the 34 other planners in Portland that publish an hourly rate charge less.
About Mengis Capital Management, Inc.
“We offer professional, full-time management of clients' assets and individual retirement plans. We provide investment management and financial planning for individuals, retirement funds, corporations, trusts and endowments.”
- Firm size: 7 employees.
- Registered as an adviser: 2001 (25 years).
Planning areas mentioned in the brochure
- Retirement planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 263
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $903,477,305
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117127
- Phone
- (503) 916-0776
Can advise clients in 5 states: Arizona, California, New Hampshire, Oregon, Washington
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
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.