Portland Private Wealth Management, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated June 4, 2026, Portland Private Wealth Management, Inc. charges $125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125/hr; “Fees for these “stand-alone” financial planning services are based on a rate of $125 per hour.”

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

“Fees for partial quarters at the commencement or termination of our agreement will be billed or refunded on a pro-rated basis contingent on the number of days the account was open during the quarter.”
“If the amount of the additional fee or refund is less than $10, no fee adjustment will be made.”
“In certain circumstances, fees may be negotiable.”

Its hourly rate of $125 is below the Oregon median of $250. 2% of the 123 other Oregon planners that publish an hourly rate charge less.
2 of the 34 other planners in Portland that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 439
Employees: 5
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, and pension consulting
Assets managed: $235,435,154
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 171321
Website: portlandprivatewm.com (opens in new tab)
Phone: (503) 405-9472

Is something on this page wrong or out of date?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.