Modernist Financial, LLC fees and pricing
Financial planner in Portland, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 19, 2026, Modernist Financial, LLC charges an annual fee of $2,000-$36,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,000-$36,000/yr
“The typical range is an annual fee of $2,000-$36,000 (billed monthly).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Modernist Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Certain clients are billed according to legacy fee arrangements that differ from the fee schedule listed below.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
How Modernist Financial, LLC’s fees compare
- Its annual fee of $2,000-$36,000 spans the Oregon median of $7,750. 82% of the 33 other Oregon planners that publish an annual fee charge less.
- 10 of the 13 other planners in Portland that publish an annual fee charge less.
About Modernist Financial, LLC
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2014 (12 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
- Clients
- 48
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $113,275,149
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 217511
- Phone
- (971) 544-7417
Can advise clients in 2 states: New Hampshire, Oregon
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.