Sunset Strategic Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$200/hr

“The fee refunded will be the balance of the fees collected in advance minus the hourly rate times the number of hours of work that has been completed up to and including the day of termination. 3 Hourly Fees Depending upon the complexity of the situation and the needs of the client, the hourly fee for these…”

Flat or project fee

$1,500

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans will start at $1,500.”

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

How Sunset Strategic Financial Advisors, LLC bills

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

• “Fees are paid quarterly in arrears, and clients may terminate their contracts with written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “Fees that are charged in advance will be refunded based on the prorated amount of work completed at the point of termination.”

How Sunset Strategic Financial Advisors, LLC’s fees compare

• Its hourly rate of $100-$200 is below the Oregon median of $250. 5% of the 123 other Oregon planners that publish an hourly rate charge less.
• None of the 7 other planners in Beaverton that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Oregon median of $4,000. 10% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in Beaverton that publish a flat or project fee charge less.

About Sunset Strategic Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

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

1.25% a year

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$5,841,382

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

161606

Phone

(503) 643-5091

Other planners in Beaverton that publish fees

• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000
• Capitol Family Office, Inc.Beaverton$250⁠-⁠$30,000
• Innovator Wealth Advisor, LLCBeaverton$190/hr, $3,000⁠-⁠$5,000
• Insight Advisors NW, LLCBeaverton$195/hr
• Main Avenue Financial Services, LLCBeaverton$250/hr
• Real Agency Wealth LLCBeaverton$325/hr, $7,200

Compare all 15 planners in Beaverton