Practice Financial Group fees and pricing
Financial planner in Jacksonville, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 31, 2026, Practice Financial Group charges a monthly fee of $600-$1,400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $600-$1,400/mo
“To the extent another Third-Party Adviser is retained to manage and administer all or a portion of a client’s investment portfolio, client may pay an additional fee directly to such Third-Party Adviser as disclosed and agreed to by the client. B. Adviser is compensated for its personal and business financial…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Practice Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset-based fees are deducted in advance on a quarterly basis from clients’ assets and based upon the market value of such assets managed, advised, and/or supervised by Adviser as of the last business day of the prior calendar quarter.”
About Practice Financial Group
- Firm size: 28 employees.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 238
- Employees
- 28
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $436,767,591
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289256
- Phone
- (541) 973-2602
Can advise clients in 19 states: Alaska, Arizona, California, Colorado, Georgia, Idaho, Kansas, Louisiana, Massachusetts, Montana, Nebraska, New Mexico, Nevada, Oregon, South Carolina, Texas, Utah, Virginia, Washington
Other planners in Jacksonville that publish fees
- Jones & Associates Premier Financial SolutionsJacksonville$300/hr, $2,500
- 2260 WestBend$450/hr, $3,000
- 5 Star InvestingMilton-freewater$250/qtr
- Aegis Financial AdvisoryLake Oswego$250/hr, $500
- Aerodigm Wealth LLCLake Oswego$225-$355/hr
- Aim AdvisorsBeaverton$250/hr, $500-$1,000
Is something on this page wrong or out of date?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.