Real Agency Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“Our hourly rate, if applicable, is $325.”

Flat or project fee

$7,200

“Investment Management Services For clients with less than $720,000 in assets under management, we charge a flat annual advisory fee of $7,200.”

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

How Real Agency Wealth LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s).”
• “The current client and new clients will all be billed the same Advisory Fee percentage and their combined assets will determine the “household’s” Advisory Fee percentage.”

How Real Agency Wealth LLC’s fees compare

• Its hourly rate of $325 is above the Oregon median of $250. 68% of the 123 other Oregon planners that publish an hourly rate charge less.
• 6 of the 7 other planners in Beaverton that publish an hourly rate charge less.
• Its flat or project fee of $7,200 is above the Oregon median of $4,000. 76% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Beaverton that publish a flat or project fee charge less.

About Real Agency Wealth LLC

• Principal: Britton Wellington
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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% a year

Clients

20

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$16,030,760

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337219

Website

realagencywealth.com (opens in new tab)

Phone

(503) 606-8862

Other planners in Beaverton that publish fees

• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000
• Capitol Family Office, Inc.Beaverton$250⁠-⁠$30,000
• Innovator Wealth Advisor, LLCBeaverton$190/hr, $3,000⁠-⁠$5,000
• Insight Advisors NW, LLCBeaverton$195/hr
• Main Avenue Financial Services, LLCBeaverton$250/hr
• Roi FinancialBeaverton$250/hr, $600⁠-⁠$4,800

Compare all 15 planners in Beaverton