Strada Financial Group 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

$250/hr

“Hourly rate Financial Planning is billed at $250 per hour.”

Flat or project fee

$750⁠-⁠$5,000

“Most clients are provided Financial Planning in conjunction with Portfolio Management Services, although stand-alone Financial Planning is available at a rate of $750 to $5,000, depending on the complexity of the same.”

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

How Strada Financial Group LLC bills

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

• “Fees for partial months at the commencement or termination of this Agreement will be billed based on the average daily balance of the account during the billing period.”
• “Standalone Financial Planning fees are paid via check to Strada Financial Group, LLC.”
• “Upon completion a financial plan will be delivered to the client.”

How Strada Financial Group LLC’s fees compare

• Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$5,000 spans the Oregon median of $4,000. 28% of the 92 other Oregon planners that publish a flat or project fee charge less.

About Strada Financial Group LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

213

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$159,217,097

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

316987

Website

stradafg.com (opens in new tab)

Phone

(503) 667-5355

Can advise clients in 5 states: Arizona, Oregon, Texas, Utah, Washington

Other planners in Oregon that publish fees

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• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000
• Alongside Financial PartnersBend$15,000/yr

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