Newbore Wealth Management, Inc. fees and pricing

Financial planner in Gladstone, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, Newbore Wealth Management, Inc. charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Clients on the hourly consulting fee structure, the Client shall pay NWM an hourly fee of $300 per hour for work on a specific consulting project.”

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

“If cash or securities are deposited in the account during the quarter, a prorated asset-based fee based on the value of the assets may be charged upon deposit.”
“Additionally, unmanaged or excluded assets will not be billed or included in any fee calculation.”
“Such fees may generally be paid via check and are negotiable.”

Its hourly rate of $300 is above the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.

“Newbore has been providing retirement and financial services since 1999.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $600 minimum fee (stated in brochure)
Clients: 528
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $200,025,054
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 306441
Website: newbore-wealth.com (opens in new tab)
Phone: (503) 657-3143

Can advise clients in 4 states: Arizona, California, 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Is something on this page wrong or out of date?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.