Tenbridge Partners LLC fees and pricing
Financial planner in Portland, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Tenbridge Partners LLC charges a flat or project fee of $350 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $350
“Our baseline hourly rate for financial planning services is generally $350, billed in 30-minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tenbridge Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The agreed upon fee is charged quarterly in advance, based on the value of assets under management on the last day of the previous quarter.”
- “Percentage based investment management fees for new accounts are prorated for the initial calendar quarter and in some cases, depending on timing, the next quarter as well.”
- “Payment for financial planning fees may be made by check, payable to TenBridge Partners.”
How Tenbridge Partners LLC’s fees compare
- Its flat or project fee of $350 is below the Oregon median of $4,000. 1% of the 92 other Oregon planners that publish a flat or project fee charge less.
- None of the 22 other planners in Portland that publish a flat or project fee charge less.
About Tenbridge Partners LLC
- Firm size: 5 employees.
- Registered as an adviser: 2025.
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
- 356
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $109,988,674
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159378
- Phone
- (971) 277-1077
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.