Pyles Financial Planning, LLC fees and pricing
Financial planner in Portland, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 12, 2025, Pyles Financial Planning, LLC charges $75 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75/hr
“Hourly fees are charged at a rate of $75.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pyles Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable under certain circumstances as agreed on by the Firm and the client.”
- “Clients pay a flat fee and make a deposit against the fee as agreed in advance and set forth in the written agreement between the Client and the Firm.”
- “Clients agree to pay the Firm’s Hourly Fee, subject to an agreed-upon maximum total fee as agreed in advance and set forth in the written agreement between the Client and the Firm, subject to the scope of the work not changing significantly.”
How Pyles Financial Planning, LLC’s fees compare
- Its hourly rate of $75 is below the Oregon median of $250. None of the 123 other Oregon planners that publish an hourly rate charge less.
- None of the 34 other planners in Portland that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Pyles Financial Planning, LLC
“Pyles Financial Planning provides comprehensive financial planning services to individuals.”
- Principal: Sean Pyles
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees
- Charges a % of assets
- No
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334793
- Phone
- (630) 484-6841
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
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.