Oregon Pacific Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated January 29, 2026, Oregon Pacific Wealth Management charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.

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

“In the limited event that OPWM bills the client directly, payment is due upon receipt of OPWM’s invoice via check made payable to Oregon Pacific Wealth Management.”
“Notwithstanding the above, portfolio management and/or financial planning fees are generally negotiable.”
“Any fees due to a client that have been paid in advance will be refunded immediately upon the receipt of an executed Letter of termination.”

Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.3% a year
Clients: 265
Employees: 5
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $156,346,247
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 283958
Website: oregonpacificwealth.com (opens in new tab)
Phone: (541) 858-0166

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Is something on this page wrong or out of date?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