Sittner & Nelson, LLC fees and pricing
Financial planner in Eugene, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Sittner & Nelson, LLC charges an annual fee of $15,000-$30,000 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.
- Annual fee
- $15,000-$30,000/yr
“Where a fixed fee applies, these annual fees typically range from $15,000 to $30,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sittner & Nelson, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable and individual clients may pay fees that are higher or lower (or otherwise materially different) than those described in this brochure.”
- “Asset-based advisory fees are generally calculated and payable quarterly in advance, and shall be pro-rated and adjusted for any partial billing periods.”
- “Quarterly fees will be adjusted on a pro-rata basis for any individual deposits or withdrawals of assets to or from your account of $50,000 or more occurring during the billing period.”
How Sittner & Nelson, LLC’s fees compare
- Its annual fee of $15,000-$30,000 is above the Oregon median of $7,750. 91% of the 33 other Oregon planners that publish an annual fee charge less.
About Sittner & Nelson, LLC
“Our firm offers comprehensive wealth management services that combine ongoing discretionary management of the client’s investment portfolio with a suite of financial planning and ongoing consulting services.”
- Firm size: 6 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate 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
- 0.95% a year
- Clients
- 455
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $1,048,567,431
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309757
- Phone
- (541) 636-4001
Can advise clients in 6 states: Arizona, California, Nevada, Oregon, Texas, 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
- Roehl & Yi Investment Advisors, LLCEugene$25,000
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.