Pearl Wealth LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated August 20, 2026, Pearl Wealth LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Compensation – Financial Planning Financial Planning fees will be charged on an hourly basis of $350 per hour.”

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

“All financial planning fees are due in arrears upon presentation of the financial plan.”
“Clients may elect to be invoiced directly for fees or to authorize us to directly debit fees from client accounts.”
“Accounts initiated during a calendar quarter will be charged a prorated fee.”

Its hourly rate of $350 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
25 of the 34 other planners in Portland that publish an hourly rate charge less.

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% a year
Clients: 105
Employees: 3
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $156,345,588
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 299508
Website: pearlwealthllc.com (opens in new tab)
Phone: (503) 223-2539

Can advise clients in 3 states: California, 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Is something on this page wrong or out of date?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.