My Personal Cfo, LLC fees and pricing
Financial planner in Vancouver, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, My Personal Cfo, LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Hourly fees are $350 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How My Personal Cfo, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”
- “In the event a stand-alone financial planning and consulting engagement is terminated prior to completionof the services, the Firm will provide a prorated refund of the fee.”
- “The Firm will calculate the amount of the prorated refund based upon its approximation of the percentage of the services completed as of the dateof termination.”
How My Personal Cfo, LLC’s fees compare
- Its hourly rate of $350 is above the Washington median of $300. 69% of the 216 other Washington planners that publish an hourly rate charge less.
- 4 of the 9 other planners in Vancouver that publish an hourly rate charge less.
About My Personal Cfo, LLC
“My Personal CFO offers a variety of advisory services, which include financial planning and consulting services, wealth management services, and retirement plan services.”
- Firm size: 3 employees.
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 0.85% a year
- Clients
- 85
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $365,101,816
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299424
- Phone
- (503) 912-2090
Can advise clients in 5 states: California, Louisiana, Oregon, Texas, Washington
Other planners in Vancouver that publish fees
- Cairn Wealth ManagementVancouver$300-$450/hr, $2,500-$7,000
- Delphi AdvisersVancouver$400/hr, $1,500-$6,000
- First Pacific Financial, Inc.Vancouver$500/hr, $15,000
- Harlow Wealth Management, Inc.Vancouver$5,000-$50,000
- Helium Advisors LLCVancouver$300/hr, $5,000-$25,000
- Middleton & CompanyVancouver$750, $2,500/qtr
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.