Reign Wealth Logic fees and pricing
Financial planner in Eugene, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Reign Wealth Logic charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Reign Wealth Logic bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At the Adviser’s sole discretion, you may be required to pay in advance of the fixed fee at the time you execute an agreement with RWL; however, at no time will RWL require payment of more than $500 in fees more than six months in advance.”
- “Upon completion and delivery of the financial plan, the fixed fee is considered earned by RWL and any unpaid amount is immediately due.”
- “In the event that there is a remaining balance of any fees paid in advance after the deduction of fees from the from the final invoice, those remaining proceeds will be refunded by RWL to you.”
How Reign Wealth Logic’s fees compare
- Its flat or project fee of $500-$5,000 spans the Oregon median of $4,000. 26% of the 92 other Oregon planners that publish a flat or project fee charge less.
- None of the 5 other planners in Eugene that publish a flat or project fee charge less.
About Reign Wealth Logic
“When providing financial planning and consulting services, RWL’s role is to find ways to help you understand your overall financial situation and help you set financial objectives.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 86
- Employees
- 1
- Works with
- Individuals and charities
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 308301
- Phone
- (888) 448-0006
Other planners in Eugene that publish fees
- Guiding Financial, LLCEugene$200-$250/hr, $3,000-$6,000
- Insight Investment SolutionsEugene$145/hr
- Integrity Wealth LLCEugene$1,500-$5,000
- Mallery FinancialEugene$150/hr
- Roehl & Yi Investment Advisors, LLCEugene$25,000
- Sittner & Nelson, LLCEugene$15,000-$30,000/yr
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.