Soaring Investment Management, LLC fees and pricing

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.

Hourly rate

$280/hr

“Our Financial Planning fees are calculated and charged on an hourly basis, at $280 per hour.”

Annual fee

$1,200⁠-⁠$1,800/yr

“Ongoing financial planning services are charged pursuant to a flat annual fee that typically ranges between $1,200 and $1,800 per year, charged quarterly or annually in arrears.”

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

How Soaring Investment Management, LLC bills

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

• “Alternatively, clients may request an invoice of fees due and pay by check if that is preferred.”
• “Clients will be billed approximately one half of the total estimated financial planning fee up front, with the remainder billed on a monthly basis.”

How Soaring Investment Management, LLC’s fees compare

• Its hourly rate of $280 is above the Oregon median of $250. 54% of the 123 other Oregon planners that publish an hourly rate charge less.
• 19 of the 34 other planners in Portland that publish an hourly rate charge less.
• Its annual fee of $1,200-$1,800 is below the Oregon median of $7,750. 6% of the 33 other Oregon planners that publish an annual fee charge less.
• 1 of the 13 other planners in Portland that publish an annual fee charge less.

About Soaring Investment Management, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

171

Employees

5

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$112,516,204

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

305273

Website

soaringinvestmentmanagement.com (opens in new tab)

Phone

(503) 433-7946

Can advise clients in 6 states: California, North Carolina, New York, Oregon, Texas, Washington

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

Compare all 63 planners in Portland