Roehl & Yi Investment Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$25,000

“The specific terms and fee structure are negotiated in advance and set forth in the Agreement with Roehl & Yi and fees are largely determined by the scope and complexity of the agreed upon services, up to $295 on an hourly basis, $25,000 on a fixed fee basis.”

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

How Roehl & Yi Investment Advisors, LLC bills

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

• “Roehl & Yi generally charges either a negotiable hourly and/or fixed fee to provide clients with stand-alone financial planning and consulting services.”
• “Fixed fees may be billed on a project or recurring basis.”
• “For discrete projects, the fee is generally payable at the time the financial plan is delivered or the underlying services are rendered to completion.”

How Roehl & Yi Investment Advisors, LLC’s fees compare

• Its flat or project fee of $25,000 is above the Oregon median of $4,000. 96% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Eugene that publish a flat or project fee charge less.

About Roehl & Yi Investment Advisors, LLC

• Firm size: 16 employees.
• Registered as an adviser: 1999 (27 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

Highest asset based fee in brochure

0.75% a year

Clients

460

Employees

16

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$959,361,821

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109258

Website

roehl-yi.com (opens in new tab)

Phone

(541) 683-2085

Can advise clients in 8 states: Arizona, California, Idaho, Minnesota, Missouri, New Hampshire, Oregon, Washington

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
• Reign Wealth LogicEugene$500⁠-⁠$5,000
• Sittner & Nelson, LLCEugene$15,000⁠-⁠$30,000/yr

Compare all 16 planners in Eugene