T. Mann Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Mann Financial bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The negotiated fixed rate for financial planning is below. 1-Page Plan Individual Plan Family Plan Business Plan $300 $500 $700 $500 Additional Meeting $200/hr.”

Quarterly fee

$525/qtr

“$175,000 X 0.0120= $2,100 annually $2,100/4= $525 quarterly These fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

Annual fee

$2,100/yr

From the same sentence as above.

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

How T. Mann Financial bills

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

• “Clients may terminate the agreement without penalty for a full refund of T.”
• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
• “For clients who contract for services mid-quarter, the initial fee is prorated based on the number of days remaining in the quarter from the date the account is funded, divided by the total number of days in the quarter.”

How T. Mann Financial’s 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.
• Its annual fee of $2,100 is below the Oregon median of $7,750. 9% of the 33 other Oregon planners that publish an annual fee charge less.

About T. Mann Financial

• Firm size: 2 employees.
• Founded: 2019 (7 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

1.5% a year

Clients

51

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$27,984,662

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332461

Website

tmannfinancial.com (opens in new tab)

Phone

(541) 583-0093

Other planners in Springfield that publish fees

• Tandem Financial Planning LLCSpringfield$250/hr, $1,000⁠-⁠$5,000
• 2260 WestBend$450/hr, $3,000
• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000

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