Money Blossoms fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Money Blossoms uses an hourly rate in order to calculate fees earned from clients. ● Hourly Financial Planning - Financial Planning engagements may be offered at the rate of $350 per hour.”

Flat or project fee

$2,000⁠-⁠$4,500

“Financial Planning ● Ongoing Financial Planning - Ongoing Financial Planning consists of an upfront charge of $2,000 $4,500 and an ongoing flat fee that is paid monthly, in arrears, at the rate of $600 - $1,000 per month.”

Monthly fee

$600⁠-⁠$1,000/mo

From the same sentence as above.

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

How Money Blossoms bills

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

• “We strive to offer fees that are fair and reasonable in light of the experience of our firm and the services to be provided to the client, as such fees are generally negotiable.”
• “Fees may be negotiable, at the discretion of Money Blossoms.”
• “Accounts initiated during a 8 calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Money Blossoms’ fees compare

• Its hourly rate of $350 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$4,500 spans the Oregon median of $4,000. 36% of the 92 other Oregon planners that publish a flat or project fee charge less.

About Money Blossoms

• Principal: Lissa Piper
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 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

1.25% a year

Clients

11

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$7,645,802

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318218

Website

moneyblossoms.com (opens in new tab)

Phone

(503) 451-6448

Other planners in Oregon that publish fees

• 2260 WestBend$450/hr, $3,000
• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000
• Alongside Financial PartnersBend$15,000/yr

Compare all 227 planners in Oregon