Uplevel Wealth fees and pricing
Financial planner in Portland, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 31, 2026, Uplevel Wealth charges an annual fee of $7,500-$12,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $7,500-$12,500/yr
“When you engage us for financial planning and consulting services, you will pay us an annual recurring fixed fee typically ranging from $7,500 - $12,500 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Uplevel Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the number of days the account was managed during the billing period.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
- “The recurring annual fixed fee is payable to us quarterly in arrears in equal installments.”
How Uplevel Wealth’s fees compare
- Its annual fee of $7,500-$12,500 spans the Oregon median of $7,750. 55% of the 33 other Oregon planners that publish an annual fee charge less.
- 8 of the 13 other planners in Portland that publish an annual fee charge less.
About Uplevel Wealth
“Our objective is to provide you with customized financial planning services and objective wealth management advice designed to meet your financial goals.”
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- 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
- 2% a year
- Clients
- 44
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $131,386,334
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312641
- Phone
- (503) 308-9067
Can advise clients in 3 states: California, Oregon, Washington
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.