Rio Financial Planning fees and pricing

Published fees

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

Hourly rate

$75⁠-⁠$150/hr

“Financial planning services are offered based on an 7 hourly fee typically ranging from $75 - $150 per hour.”

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

How Rio Financial Planning bills

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

• “Fees for financial plans are due upon delivery of the completed plan.”
• “Fees for financial plans are due upon delivery of the completed plan.”

How Rio Financial Planning’s fees compare

• Its hourly rate of $75-$150 is below the Oregon median of $250. 2% of the 123 other Oregon planners that publish an hourly rate charge less.
• 1 of the 34 other planners in Portland that publish an hourly rate charge less.

About Rio Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Clients

33

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$7,660,811

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301786

Website

riofinancialplanning.com (opens in new tab)

Phone

(503) 928-4539

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