Pacific Coast Investment Advisors, LLC 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.

Hourly rate

$250/hr

“Our hourly rate is $250, with a minimum fee of $2,000. $500 is due when entering into any written advisory contract; the initial fee is not refundable.”

Flat or project fee

$500⁠-⁠$2,500

“Fixed fees for Financial Planning are $2500 for initial planning and $500 for annual updates to the plan.”

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

How Pacific Coast Investment Advisors, LLC bills

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

• “Fees associated with Pacific Coast Investment Advisors, LLC are billed quarterly in advance.”
• “The Advisory Contract may be terminated with written notice 30 calendar days in advance.”
• “Upon termination of the Advisory Contract, a prorated refund will be provided to the Client.”

How Pacific Coast Investment Advisors, LLC’s fees compare

• 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.
• 1 of the 2 other planners in West Linn that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the Oregon median of $4,000. 10% of the 92 other Oregon planners that publish a flat or project fee charge less.
• None of the 3 other planners in West Linn that publish a flat or project fee charge less.

About Pacific Coast Investment Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2006 (20 years).

Planning areas mentioned in the brochure

• 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

1.25% a year

Minimum

$2,000 minimum fee (stated in brochure)

Clients

105

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$122,179,913

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

137963

Website

pacificcoastia.com (opens in new tab)

Phone

(503) 968-2500

Can advise clients in 3 states: Oregon, Texas, Washington

Other planners in West Linn that publish fees

• Encompass Financial PlanningWest Linn$200/hr, $1,000⁠-⁠$6,000
• JPS Global Investments, LLCWest Linn$2,000⁠-⁠$40,000
• Veridan WealthWest Linn$500/hr, $500⁠-⁠$25,000
• 2260 WestBend$450/hr, $3,000
• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500

Compare all 6 planners in West Linn