Seagrass Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“In the event of termination during the first three months of the advisory relationship, the client will be billed for the hours worked at a rate of $300.00 per hour.”

Annual fee

Up to $6,000/yr

“Fees will be reassessed periodically (no more than annually) based on total portfolio value. 9 Total Portfolio Value Financial Planning (no Portfolio Management) $0 - $3,000,000 $6,000/year Over $3,000,000 Contact Seagrass Financial for a custom quote Seagrass Financial, LLC Form ADV Part 2 – February 26, 2026 Fee…”

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

How Seagrass Financial, LLC bills

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

• “Fees may be negotiable in some situations.”
• “The engagement fee is invoiced at the start of the advisory relationship, and due 30 days later.”
• “Annual fees are payable quarterly, in arrears.”

How Seagrass Financial, LLC’s fees compare

• Its hourly rate of $300 is above the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.
• 20 of the 34 other planners in Portland that publish an hourly rate charge less.
• Its annual fee of up to $6,000 is below the Oregon median of $7,750. 12% of the 33 other Oregon planners that publish an annual fee charge less.
• 2 of the 13 other planners in Portland that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Seagrass Financial, LLC

• Principal: Linden Cornett
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

No minimum stated in brochure

Clients

34

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$85,527,507

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281256

Website

seagrassfinancial.com (opens in new tab)

Phone

(503) 334-3188

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

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