SMB Financial Services, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated February 26, 2026, SMB Financial Services, Inc. charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “ADV PART 2 A BROCHURE PAGE 6 OF 13 Financial Planning Fees Hourly services will be billed quarterly as performed or upon completion of the agreed services at a rate of $200.00 per hour.”

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

“Notwithstanding the above, fees are generally negotiable.”
“When required by regulatory authorities, we will additionally send copies of the invoice directly to the client.”
“SMB Financial Services fees are paid quarterly in advance.”

Its hourly rate of $200 is below the Oregon median of $250. 14% of the 123 other Oregon planners that publish an hourly rate charge less.
4 of the 34 other planners in Portland that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.55% a year
Clients: 436
Employees: 5
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed: $177,799,486
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 154216
Website: youtube.com/channel/UCxcsrxN27Ox869brSK1srzg (opens in new tab)
Phone: (503) 387-3222

Is something on this page wrong or out of date?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.