Palladio Consulting LLC fees and pricing

Financial planner in Powell Butte, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 29, 2026, Palladio Consulting LLC charges $420 an hour for financial planning.

Published fees

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

Hourly rate: $420/hr; “The hourly fee for financial planning services is $420.”

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

“Fees will be prorated based upon the number of days the account was open during the billing period.”
“Clients may terminate the agreement without penalty and with a full refund of PCL’s fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty and with a full refund of PCL’s fees within five business days of signing the Financial Planning Agreement.”

Its hourly rate of $420 is above the Oregon median of $250. 93% 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: 1.47% a year
Clients: 108
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed: $110,437,105
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 309007
Website: palladioplanning.com (opens in new tab)
Phone: (503) 928-3229

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Is something on this page wrong or out of date?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