Syman-Degler Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$5,000

“Flat fees will not exceed $5,000.”

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

How Syman-Degler Group, LLC bills

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

• “Fees are not negotiable and will be deducted from the client’s account by American Funds Service.”
• “The annualized advisory fees for American Funds shares are billed on a pro-rata basis quarterly in arrears based on the plan’s cumulative asset value daily average of the previous quarter.”
• “Fees are not negotiable and will be deducted from the participants account by American Funds Service.”

How Syman-Degler Group, LLC’s fees compare

• Its hourly rate of $350 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
• 5 of the 5 other planners in Eugene that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Oregon median of $4,000. 57% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Eugene that publish a flat or project fee charge less.

About Syman-Degler Group, LLC

• Principal: Michael Syman-Degler
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• College planning

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

3% a year

Clients

185

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$59,828,339

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

295679

Website

symandeglergroup.com (opens in new tab)

Phone

(541) 345-9681

Can advise clients in 2 states: California, Oregon

Other planners in Eugene that publish fees

• Guiding Financial, LLCEugene$200⁠-⁠$250/hr, $3,000⁠-⁠$6,000
• Insight Investment SolutionsEugene$145/hr
• Integrity Wealth LLCEugene$1,500⁠-⁠$5,000
• Mallery FinancialEugene$150/hr
• Reign Wealth LogicEugene$500⁠-⁠$5,000
• Roehl & Yi Investment Advisors, LLCEugene$25,000

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