The Freyr Group fees and pricing
Financial planner in Corvallis, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, The Freyr Group charges a flat or project fee of $2,000-$4,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$4,500
“Flat fee between $2,000 and $4,500, depending on the complexity of your financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Freyr Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “Fees are billed monthly or quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the billing period.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How The Freyr Group’s fees compare
- Its flat or project fee of $2,000-$4,500 spans the Oregon median of $4,000. 36% of the 92 other Oregon planners that publish a flat or project fee charge less.
About The Freyr Group
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2024 (2 years).
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
- 1.15% a year
- Clients
- 132
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $64,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330313
- Phone
- (541) 207-3428
Can advise clients in 4 states: Arizona, California, Colorado, Oregon
Other planners in Corvallis that publish fees
- Clarity Wealth Development, LLCCorvallis$400/hr
- Thistle WealthCorvallis$390/hr, $5,850
- 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
Is something on this page wrong or out of date?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.