Old Growth Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“In the event of early termination, any additional earned fees will be billed at a rate of $300.00 per hour and any completed deliverables of the project will be provided to the client and no further fees will be charged.”

Flat or project fee

$1,000⁠-⁠$4,000

“Ongoing Comprehensive Financial Planning Ongoing financial planning consists of an initial setup fee ranging from $1,000-$4,000 depending on a client’s financial profile and services to be rendered.”

Annual fee

$2,400⁠-⁠$7,200/yr

“This fee ranges from $2,400 to $7,200 annually, paid monthly in arrears.”

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

How Old Growth Financial LLC bills

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

• “Payment is made via check, credit or debit card, or draft from a U.S. financial institution as well as through qualified, unaffiliated third-party processors which requires client’s prior authorization, or by Betterment for portfolio management clients.”
• “Fees for this service may be paid by electronic funds transfer, check, or credit/debit card.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Old Growth Financial LLC’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.
• 20 of the 34 other planners in Portland that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$4,000 is below the Oregon median of $4,000. 20% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 4 of the 22 other planners in Portland that publish a flat or project fee charge less.
• Its annual fee of $2,400-$7,200 is below the Oregon median of $7,750. 30% of the 33 other Oregon planners that publish an annual fee charge less.
• 5 of the 13 other planners in Portland that publish an annual fee charge less.

About Old Growth Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.7% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313025

Website

oldgrowthfinancial.com (opens in new tab)

Phone

(503) 395-8545

Other planners in Portland that publish fees

• Apm WealthPortland$250/hr, $1,299/mo
• Becker Capital Management, Inc.Portland$100⁠-⁠$500/hr
• Blue Water WealthPortland$2,000⁠-⁠$20,000
• Blueprint Financial Advisors, LLCPortland$250/hr
• Burgess Financial PlanningPortland$360/hr
• CLS Financial Advisors, Inc.Portland$350/hr, $1,000⁠-⁠$10,000

Compare all 63 planners in Portland