Sykes Financial Services fees and pricing
Financial planner in Portland, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 29, 2025, Sykes Financial Services charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The annual Advisory Service Agreement fee is based on a percentage of the investable assets according to the following schedule. 1.40 - on the first $750,000; .80 - on the next $750,001 and above Fees for financial plans are billed hourly at $200 per hour, billed 1/3 in advance, with the balance due upon delivery…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sykes Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Investment management fees are billed monthly, in arrears, meaning that we invoice you after the month has ended.”
- “Payment in full is expected upon invoice presentation.”
- “The client must consent in advance to direct debiting of their investment account.”
How Sykes Financial Services’ fees compare
- Its hourly rate of $200 is below the Oregon median of $250. 14% of the 123 other Oregon planners that publish an hourly rate charge less.
- 4 of the 34 other planners in Portland that publish an hourly rate charge less.
About Sykes Financial Services
“Sykes Financial Services provides personalized confidential financial planning as well as investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA and CFA.
- Founded: 1984 (42 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 111
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $30,649,964
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155354
- Phone
- (971) 570-2174
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
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.