Northwest Quadrant Wealth Management fees and pricing
Financial planner in Bend, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Northwest Quadrant Wealth Management charges a flat or project fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $4,000
“Flat fees will not exceed $4,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Northwest Quadrant Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless indicated otherwise in writing.”
- “We charge our advisory fees quarterly in advance.”
- “In the event that you wish to terminate our services, we will refund the unearned portion of our advisory fee to you.”
How Northwest Quadrant Wealth Management’s fees compare
- Its flat or project fee of $4,000 matches the Oregon median of $4,000. 47% of the 92 other Oregon planners that publish a flat or project fee charge less.
- 2 of the 11 other planners in Bend that publish a flat or project fee charge less.
About Northwest Quadrant Wealth Management
- Firm size: 3 employees.
- Registered as an adviser: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 1,004
- Employees
- 3
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and other services
- Assets managed
- $579,712,539
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158455
- Phone
- (541) 388-9888
Can advise clients in 11 states: Alaska, Arizona, California, Colorado, Idaho, Louisiana, Nebraska, New Hampshire, Oregon, Texas, Washington
Other planners in Bend that publish fees
- 2260 WestBend$450/hr, $3,000
- Alongside Financial PartnersBend$15,000/yr
- Alpine Road FinancialBend$500/hr
- Aspire Wealth Advisors, LLCBend$250/hr
- Axia Wealth Management IncBend$350/hr, $5,000
- Axiom Wealth Strategies, LLCBend$150/hr, $5,000
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.