PlannerFees

Nexus Strategic Wealth fees and pricing

Financial planner in Tualatin, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 10, 2026, Nexus Strategic Wealth charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“We charge $300 per hour for Financial Consulting which is typically not negotiable.”

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

How Nexus Strategic Wealth bills

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

  • “Advisory Fees will be charged on a quarterly basis and in advance, meaning it is collected at the beginning of the quarter.”
  • “The Advisory fee rate is a breakpoint fee, so all AUM will be billed at the rate that correlates to the highest level of AUM for the household.”
  • “Financial Consulting clients will engage us through a Financial Consulting Agreement and will be provided an invoice in arrears on a periodic basis, typically monthly, or upon conclusion of services.”

How Nexus Strategic Wealth’s fees compare

  • 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.
  • 1 of the 2 other planners in Tualatin that publish an hourly rate charge less.

About Nexus Strategic Wealth

“In addition to portfolio management, Nexus may provide generalized investment advice to assist clients evaluate retirement and savings goals and financial opportunities.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • Divorce
  • Business owners
  • 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
1.4% a year
Clients
88
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
$56,159,824
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
336847
Website
nexuspnw.com (opens in new tab)
Phone
(503) 305-6704

Can advise clients in 2 states: Oregon, Washington

Other planners in Tualatin that publish fees

Compare all 3 planners in Tualatin

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.