PlannerFees

Samara Capital fees and pricing

Financial planner in Beaverton, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Samara Capital charges $500 an hour and a flat or project fee of $50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“The maximum hourly fee is $500 per hour, and the maximum fixed fee is $50,000.”
Flat or project fee
$50,000

From the same sentence as above.

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

How Samara Capital bills

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

  • “Our annual fee is prorated and charged quarterly, in advance, based on the value of the Client’s assets under management as of the close of business on the last business day of the previous quarter.”
  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client account was open during that quarter.”
  • “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”

How Samara Capital’s fees compare

  • Its hourly rate of $500 is above the Oregon median of $250. 96% of the 123 other Oregon planners that publish an hourly rate charge less.
  • 7 of the 7 other planners in Beaverton that publish an hourly rate charge less.
  • Its flat or project fee of $50,000 is above the Oregon median of $4,000. 98% of the 92 other Oregon planners that publish a flat or project fee charge less.
  • 6 of the 6 other planners in Beaverton that publish a flat or project fee charge less.

About Samara Capital

“Our Firm offers a variety of advisory services, which include discretionary investment management, financial planning, consulting services and assets under advisement, and retirement services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Founded: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning

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
Minimum
$1,000,000 in assets (stated in brochure)
Clients
89
Employees
2
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$123,004,023
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
336178
Website
samara-capital.com (opens in new tab)
Phone
(888) 397-8331

Can advise clients in 5 states: California, New Hampshire, Oregon, Texas, Washington

Other planners in Beaverton that publish fees

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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.