Pacific Capital Works, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$26,000/yr

“The minimum annual fee for institutional advisory service relationships is $26,000 for institutions with greater than $5,000,000 of managed assets.”

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

How Pacific Capital Works, Inc. bills

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

• “Clients should verify the accuracy of the fee calculations in such invoices.”
• “All fees are agreed to in advance in the client's advisory agreement.”
• “Institutional advisory service fees are negotiable based upon various factors including, but not limited to, the requirements of the client, total assets under management and the complexity of services provided.”

How Pacific Capital Works, Inc.’s fees compare

• Its annual fee of $26,000 is above the Oregon median of $7,750. 94% of the 33 other Oregon planners that publish an annual fee charge less.
• 13 of the 13 other planners in Portland that publish an annual fee charge less.

About Pacific Capital Works, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, CPA, and ChFC®.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning

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

1.25% a year

Clients

22

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$52,785,693

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

152250

Website

pacificcapitalworks.com (opens in new tab)

Phone

(971) 255-0888

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