Preisz Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We charge clients negotiable, consulting fees on either an hourly rate or fixed fee basis. standard hourly rate is $250 for consulting services.”

Annual fee

$500⁠-⁠$6,000/yr

“We charge financial planning clients fixed annual fees, typically ranging from $500 to $6,000 per year, depending on each client’s circumstances and the nature and complexity of the services provided.”

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

How Preisz Financial bills

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

• “Symmetry’s Sub-Advisor fee is non-negotiable, based on assets under management.”
• “Preisz Financial’s advisor fees are negotiable and may differ depending on the distribution channel or financial advisor from which the client accesses Symmetry’s portfolios and services.”
• “The Fixed fees for financial plans or consultation services will be billed directly to the client and may be payable in advance.”

How Preisz Financial’s fees compare

• Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
• 8 of the 34 other planners in Portland that publish an hourly rate charge less.
• Its annual fee of $500-$6,000 is below the Oregon median of $7,750. 18% of the 33 other Oregon planners that publish an annual fee charge less.
• 3 of the 13 other planners in Portland that publish an annual fee charge less.

About Preisz Financial

• Firm size: 10 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 1991 (35 years).

Planning areas mentioned in the brochure

• Insurance analysis
• Cash flow and budgeting

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

2.5% a year

Minimum

No minimum stated in brochure

Clients

244

Employees

10

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, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$701,681,920

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

144469

Website

preisz.com (opens in new tab)

Phone

(503) 224-1600

Can advise clients in 3 states: Oregon, Texas, Washington

Other planners in Portland that publish fees

• Apm WealthPortland$250/hr, $1,299/mo
• Becker Capital Management, Inc.Portland$100⁠-⁠$500/hr
• Blue Water WealthPortland$2,000⁠-⁠$20,000
• Blueprint Financial Advisors, LLCPortland$250/hr
• Burgess Financial PlanningPortland$360/hr
• CLS Financial Advisors, Inc.Portland$350/hr, $1,000⁠-⁠$10,000

Compare all 63 planners in Portland