Narrative Financial Group fees and pricing

Financial planner in Washougal, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 27, 2026, Narrative Financial Group charges $450 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $450/hr; “The Advisor will collect $450/hour for financial planning services as outlined in 4c above.”

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

“Fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the Advisory agreement.”
“Fees in the first quarter of service are prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its hourly rate of $450 is above the Washington median of $300. 93% of the 216 other Washington planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 25
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 333936
Website: narrativefinancialgroup.com (opens in new tab)
Phone: (503) 343-5467

Can advise clients in 2 states: Oregon, Washington

Is something on this page wrong or out of date?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.