Sunnybranch Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly fee is typically $500 per hour.”

Annual fee

$10,000⁠-⁠$30,000/yr

“This fee typically ranges from $10,000 to $30,000 per year, paid quarterly in arrears.”

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

How Sunnybranch Wealth LLC bills

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

• “Below is a description of our standard fees, but fees could be negotiable in some cases, based on factors such the complexity of your financial situation or total assets under management.”
• “Our fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “However, Sunnybranch will adjust fees on a prorated basis to reflect any deposits or withdrawals of $500,000 or more made during the billing period.”

How Sunnybranch Wealth LLC’s fees compare

• Its hourly rate of $500 is above the Oregon median of $250. 96% of the 123 other Oregon planners that publish an hourly rate charge less.
• 33 of the 34 other planners in Portland that publish an hourly rate charge less.
• Its annual fee of $10,000-$30,000 is above the Oregon median of $7,750. 85% of the 33 other Oregon planners that publish an annual fee charge less.
• 11 of the 13 other planners in Portland that publish an annual fee charge less.

About Sunnybranch Wealth LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

2% a year

Clients

27

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$30,758,405

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323075

Website

youtube.com/channel/UCkAxId9O7K3xKzQ0SkMrrfw (opens in new tab)

Phone

(503) 214-2281

Can advise clients in 4 states: California, Kansas, Oregon, 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