Strategic Finance Inc. fees
Financial planner in Clackamas, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 10, 2026, Strategic Finance Inc. (Clackamas, OR) charges a flat or project fee of $500-$5,000 for financial planning.
- Website: strategicfinanceinc.com (opens in new tab)
- Call (503) 451-0227
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change.
- Flat or project fee
- $500-
$5,000 Below the Oregon median of $5,250; 17% of the 46 other planners in Oregon that publish a flat or project fee charge less. The one other planner in Clackamas charges more.
“Fixed fees for longer-term consulting projects range from $500 to $5,000 per project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Strategic Finance Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged monthly in arrears and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial month will be prorated based upon the number of calendar days in the calendar month that the advisory agreement is in effect.”
- “Clients who terminate investment advisory services during a month are charged a prorated advisory fee based upon the number of days the account was managed during the billing period.”
About Strategic Finance Inc.
- Principal: Ted Taplett
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $3.7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 10, 2026
- CRD number
- 328828 (opens in new tab)
- Phone
- (503) 451-0227
Registered in 2 states: Oregon, Washington
Other planners in Clackamas that publish fees
- Summa Global Advisors, LLCClackamasFlat $1,000-$20,000
More planners in Oregon that publish fees
- Planful Finance LLCLake OswegoHourly $300/hr, Flat $500-$10,000
- Pathlight Financial Planning LLCPortlandMonthly $255/mo, Quarterly $485/qtr
- Fairchild Capital LLCPortlandHourly from $250/hr, Flat $1,200-$12,500
- Real Agency Wealth LLCBeavertonHourly $325/hr, Flat $4,000-$12,000
- AIM AdvisorsBeavertonHourly $250/hr, Flat $500-$1,000
- Walsh Financial LLCSublimityHourly $250/hr, Flat $2,000-$10,000
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.