Treeline Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“TFP’s hourly rate is $350 per hour.”

Flat or project fee

$2,500⁠-⁠$15,000

“The fixed fee can range between $2,500 to $15,000, depending on complexity and the needs of the client.”

Monthly fee

$400⁠-⁠$2,000/mo

“Comprehensive Ongoing Financial Planning Comprehensive Ongoing Financial Planning consists of an annual fee ranging from $4,800 to $24,000 ($400 $2,000 per month) that is paid at a frequency determined by the Client and TFP.”

Annual fee

$4,800⁠-⁠$24,000/yr

From the same sentence as above.

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

How Treeline Financial Planning bills

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

• “Accounts initiated or terminated during a calendar month or quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Fees are based on complexity and needs of the Client and are negotiable.”

How Treeline Financial Planning’s fees compare

• Its hourly rate of $350 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
• 8 of the 16 other planners in Bend that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$15,000 spans the Oregon median of $4,000. 80% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 10 of the 11 other planners in Bend that publish a flat or project fee charge less.
• Its annual fee of $4,800-$24,000 spans the Oregon median of $7,750. 64% of the 33 other Oregon planners that publish an annual fee charge less.
• 3 of the 6 other planners in Bend that publish an annual fee charge less.

About Treeline Financial Planning

• Principal: Garrett Bergby
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• 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

1.15% a year

Clients

36

Employees

1

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

$17,528,777

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307067

Website

treelinefinancial.com (opens in new tab)

Phone

(541) 815-1263

Other planners in Bend that publish fees

• 2260 WestBend$450/hr, $3,000
• Alongside Financial PartnersBend$15,000/yr
• Alpine Road FinancialBend$500/hr
• Aspire Wealth Advisors, LLCBend$250/hr
• Axia Wealth Management IncBend$350/hr, $5,000
• Axiom Wealth Strategies, LLCBend$150/hr, $5,000

Compare all 28 planners in Bend