Planful Finance LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$500⁠-⁠$10,000

“We charge a fixed fee for financial planning services, which generally ranges between $500 and $10,000.”

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

How Planful Finance LLC bills

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

• “Our annual portfolio management fee is either billed and payable, monthly in arrears, based on the average daily balance or monthly in arrears, based on the balance at the end of the month.”
• “Advisory fees can be paid directly via check or can be deducted from your advisory account.”
• “For clients residing in Washington, our annual portfolio management fee is billed and payable, monthly in arrears, based on balance at the end of the month.”

How Planful Finance LLC’s fees compare

• Its hourly rate of $300 is above the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.
• 6 of the 11 other planners in Lake Oswego that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Oregon median of $4,000. 62% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 8 of the 10 other planners in Lake Oswego that publish a flat or project fee charge less.

About Planful Finance LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

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

2% a year

Minimum

$1,500 minimum fee (stated in brochure)

Clients

60

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$53,659,163

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322439

Website

planfulfinance.com (opens in new tab)

Phone

(503) 395-5005

Can advise clients in 4 states: California, New York, Oregon, Washington

Other planners in Lake Oswego that publish fees

• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Cascara Financial Planning LLCLake Oswego$275/hr, $1,500
• Cedar Mountain Advisors, LLCLake Oswego$300/hr, $500/yr
• Foster & Wood, Inc.Lake Oswego$4,000⁠-⁠$100,000
• Greenbridge Investment Management, LLCLake Oswego$175/hr, $1,000⁠-⁠$5,000

Compare all 26 planners in Lake Oswego