Mulligan Capital, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 17, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$249/hr

“Our Hourly rate is $249.00.”

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

How Mulligan Capital, Inc bills

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

• “Clients are billed monthly in arrears based on actual hours accrued.”

How Mulligan Capital, Inc’s fees compare

• Its hourly rate of $249 is below the Oregon median of $250. 27% of the 123 other Oregon planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Tigard that publish an hourly rate charge less.

About Mulligan Capital, Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

1.5% a year

Clients

32

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$40,004,749

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

143406

Phone

(503) 352-4019

Can advise clients in 2 states: Arizona, Oregon

Other planners in Tigard that publish fees

• Brightwood Ventures, LLCTigard$150/hr
• Clarity Capital Management LLCTigard$300/hr
• Eugenio FinancialTigard$345/hr
• Mckelvey Wealth Management, LLCTigard$250/hr
• Range Financial Group, LLCTigardUp to $50,000

Compare all 7 planners in Tigard