Thistle Wealth fees and pricing

Published fees

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

Hourly rate

$390/hr

“Our fixed fee is $5,850.​ ​Our hourly rate is $390.​ ​ alf of the fee will be collected in advance with the remainder due upon completion of the services.”

Flat or project fee

$5,850

From the same sentence as above.

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

How Thistle Wealth bills

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

• “The annual​ ​advisory fee is a blended tier paid quarterly in advance based on the value of Client’s account(s) as of the first day​ ​of the billing period.”
• “The remainder of​ ​the annual fee for the first year of service will be billed quarterly in advance.”
• “Fees are negotiable and the​ ​final agreed upon fee will be outlined in your Advisory Contract.”

How Thistle Wealth’s fees compare

• Its hourly rate of $390 is above the Oregon median of $250. 85% of the 123 other Oregon planners that publish an hourly rate charge less.
• Its flat or project fee of $5,850 is above the Oregon median of $4,000. 70% of the 92 other Oregon planners that publish a flat or project fee charge less.

About Thistle Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

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

0.98% a year

Clients

11

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$17,964,105

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334724

Website

thistlewealth.com (opens in new tab)

Phone

(541) 230-4820

Other planners in Corvallis that publish fees

• Clarity Wealth Development, LLCCorvallis$400/hr
• The Freyr GroupCorvallis$2,000⁠-⁠$4,500
• 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

Compare all 5 planners in Corvallis