Pihl Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“For financial planning billed on an hourly basis, clients will be billed in arrears, at the rate of $275/hour.”

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

How Pihl Financial Planning bills

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

• “Any gross receipts tax passed through to a client will be calculated at the then-current applicable rate and separately identified on the client’s invoice.”
• “This agreement may be terminated with written notice at least 15 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Pihl Financial Planning’s fees compare

• Its hourly rate of $275 is below the New Mexico median of $300. 35% of the 26 other New Mexico planners that publish an hourly rate charge less.
• 3 of the 15 other planners in Albuquerque that publish an hourly rate charge less.

About Pihl Financial Planning

• Principal: Nicholas Pihl
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• 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

1.5% a year

Minimum

$5,210 minimum fee (stated in brochure)

Clients

31

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

$23,127,492

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300544

Website

pihlfinancialplanning.com (opens in new tab)

Phone

(503) 730-5093

Can advise clients in 3 states: New Mexico, Oregon, Washington

Other planners in Albuquerque that publish fees

• Be Brave Not Broke LLCAlbuquerque$300/hr
• Drucker, David J. Dba Sunset Financial ManagementAlbuquerque$5,000
• Ego Death Financial LLCAlbuquerque$200⁠-⁠$2,160
• Financial Design & ResearchAlbuquerque$300⁠-⁠$600/hr, $3,000
• Hanseatic Management Services IncAlbuquerque$400/hr, $3,000
• Intentional Finance, LLCAlbuquerque$500/hr, Up to $20,000

Compare all 24 planners in Albuquerque