Price Financial Group Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fixed fees for financial plans will not exceed $3,000 and hourly fees will not exceed $250/hour.”

Flat or project fee

$3,000⁠-⁠$25,000

“Flat fees range from $3,000-$25,000 and are in addition to advisory fees.”

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

How Price Financial Group Wealth Management, Inc. bills

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

• “The management fee will be pro-rated to the date of termination, for the month in which the cancellation notice was given and any earned fee will be billed to you by our Firm.”
• “Fees are billed monthly in arrears based on the average daily balance by the 5th PRICE FINANCIAL GROUP WEALTH MANAGEMENT , INC MARCH 2026 | PAGE 9 business day of each month.”
• “Fees may be paid through personal check to Price Financial Group Wealth Management or via ACH/Credit Card payment.”

How Price Financial Group Wealth Management, Inc.’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 flat or project fee of $3,000-$25,000 spans the Oregon median of $4,000. 92% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 22 of the 22 other planners in Portland that publish a flat or project fee charge less.

About Price Financial Group Wealth Management, Inc.

• Firm size: 7 employees.
• 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

Clients

511

Employees

7

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, pension consulting, and selecting other advisers

Assets managed

$173,469,083

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323146

Website

pricefg.com (opens in new tab)

Phone

(503) 253-3000

Can advise clients in 5 states: Arizona, California, 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