PlannerFees

Tailored Financial Planning fees and pricing

Financial planner in Eugene, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 9, 2026, Tailored Financial Planning charges $300 an hour, a flat or project fee of $1,000⁠-⁠$6,000, and an annual fee of $1,200⁠-⁠$7,200 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Our hourly rate is $300.”
Flat or project fee
$1,000⁠-⁠$6,000
“Fixed fee rates range between $1,000 to $6,000.”
Annual fee
$1,200⁠-⁠$7,200/yr
“We charge an annual fee for Ongoing Financial Planning which ranges between $1,200 - $7,200.”

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

How Tailored Financial Planning bills

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

  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “First the total group fee will be calculated, then the fees will be allocated across individual accounts on a pro-rata basis.”
  • “Monthly invoices are available by request.”

How Tailored Financial Planning’s fees compare

  • Its hourly rate of $300 is above the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.
  • 4 of the 5 other planners in Eugene that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$6,000 spans the Oregon median of $4,000. 41% of the 92 other Oregon planners that publish a flat or project fee charge less.
  • 2 of the 5 other planners in Eugene that publish a flat or project fee charge less.
  • Its annual fee of $1,200-$7,200 is below the Oregon median of $7,750. 24% of the 33 other Oregon planners that publish an annual fee charge less.

About Tailored Financial Planning

“We offer Investment Management services, Financial Planning services, Retirement Plan Consulting services and Educational Seminars/Speaking Engagements.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Stacy Dervin
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2023 (3 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
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
22
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$15,305,019
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
327852
Website
tailoredfp.com (opens in new tab)
Phone
(541) 321-0715

Other planners in Eugene that publish fees

Compare all 16 planners in Eugene

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.