Pathlight Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$485

“Assuming this client paid $255 each month for all (3) months in the first quarter of the year, the client would then pay a quarterly financial planning fee of $485, calculated as follows:”

Monthly fee

$255/mo

From the same sentence as above.

Quarterly fee

$485/qtr

“$255 for March Total collected in prior quarter: $765 ($1,250) - ($765) = $485 quarterly financial planning fee.”

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

How Pathlight Financial Planning LLC bills

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

• “This fee is paid quarterly in arrears and ranges from $1 to $1,250, depending on the prior quarter’s AUM.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “The Advisory Contract may be terminated with written notice at least 30 calendar days in advance.”

How Pathlight Financial Planning LLC’s fees compare

• Its flat or project fee of $485 is below the Oregon median of $4,000. 2% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 1 of the 22 other planners in Portland that publish a flat or project fee charge less.

About Pathlight Financial Planning LLC

• Principal: Jonas Merrill
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

11

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$9,006,416

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327636

Website

pathlightfinancialplanning.com (opens in new tab)

Phone

(971) 357-2197

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