Portico Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Portico also offers teaching and seminar services to companies and colleges regarding basic financial management principles and practices and charges an hourly rate in advance ranging from $150 to $300, which is based on nature and circumstances of the scope of work and is negotiable.”

Flat or project fee

$500

“Portico may provide a comprehensive financial plan for a fixed fee of $500-1,000, depending upon the nature and complexity of the client's circumstances.”

Quarterly fee

$375/qtr

“However, we may impose a minimum quarterly fee of $375.00 which may be negotiable under certain circumstances.”

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

How Portico Financial Group, LLC bills

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

• “We usually bill fees in advance on a quarterly basis.”
• “Management fees are prorated for each contribution and withdrawal made during the applicable calendar quarter (with the exception of small inconsequential contributions and withdrawals).”
• “Any fees that are due, but have not been paid, will be billed to you and are due immediately. 1.”

How Portico Financial Group, LLC’s fees compare

• Its hourly rate of $150-$300 spans the Arkansas median of $225. 50% of the 34 other Arkansas planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Bentonville that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Arkansas median of $3,600. 4% of the 23 other Arkansas planners that publish a flat or project fee charge less.
• None of the 4 other planners in Bentonville that publish a flat or project fee charge less.

About Portico Financial Group, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Insurance analysis

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

1.1% a year

Minimum

$375 minimum fee (stated in brochure)

Clients

101

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$29,169,106

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168810

Website

porticofinancialgroup.com (opens in new tab)

Phone

(512) 568-9635

Can advise clients in 3 states: Arkansas, Texas, Wisconsin

Other planners in Bentonville that publish fees

• Do Wealth DifferentBentonville$200/hr, $4,500
• Family Legacy PlanningBentonville$200/hr, $400⁠-⁠$10,000
• Lafargue Financial Group, Inc.Bentonville$100/hr, $500
• Pape FinancialBentonville$250/hr
• Taurus Financial PlanningBentonville$3,520, $6,000/yr

Compare all 6 planners in Bentonville