PlannerFees

MSP Wealth Management, LLC fees and pricing

Financial planner in Klamath Falls, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 18, 2026, MSP Wealth Management, LLC charges $150⁠-⁠$250 an hour and a flat or project fee of $1,500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$250/hr
“We charge hourly fees (typically ranging from $150 to $250 per hour) or fixed fees (typically ranging from $1,500 to $5,000) for our financial planning and consulting services.”
Flat or project fee
$1,500⁠-⁠$5,000

From the same sentence as above.

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

How MSP Wealth Management, LLC bills

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

  • “Our fees are negotiable, and we may enter into fee arrangements that are materially different than those described below.”
  • “All fees for financial planning services are invoiced directly to the client either monthly or quarterly and are payable to us within thirty (30) days of invoicing, unless otherwise agreed in writing.”
  • “For one-time financial planning and consulting engagements, full payment of any earned but unpaid fees is due and payable to MSP at the time of delivery of the written financial report or checklist to the client.”

How MSP Wealth Management, LLC’s fees compare

  • Its hourly rate of $150-$250 is below the Oregon median of $250. 14% of the 123 other Oregon planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$5,000 spans the Oregon median of $4,000. 36% of the 92 other Oregon planners that publish a flat or project fee charge less.

About MSP Wealth Management, LLC

“Our firm offers ongoing and continuous portfolio management services combined with financial planning services exclusively through the MSP Wrap Fee Program.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Founded: 2002 (24 years).

Planning areas mentioned in the brochure

  • Charitable giving

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
414
Employees
6
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
$228,456,554
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
306522
Website
mspwealth.com (opens in new tab)
Phone
(541) 884-4164

Can advise clients in 6 states: Arizona, California, Idaho, Oregon, Texas, Washington

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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.