Vergepointe Wealth Management, LLC fees and pricing
Financial planner in Lake Oswego, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 2, 2026, Vergepointe Wealth Management, LLC charges $210-$570 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $210-$570/hr
“Hourly fees may range from $210 to $570 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vergepointe Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Advisor may modify the terms of the fee agreement by giving Clients 30 days’ written notice in advance.”
- “New accounts are prorated from the time we begin charging a fee to the Client.”
- “Fees for partial months or quarters at the commencement or termination of an agreement will be billed or refunded on a prorated basis contingent on the number of days the account was open during the month or quarter.”
How Vergepointe Wealth Management, LLC’s fees compare
- Its hourly rate of $210-$570 spans the Oregon median of $250. 85% of the 123 other Oregon planners that publish an hourly rate charge less.
- 11 of the 11 other planners in Lake Oswego that publish an hourly rate charge less.
About Vergepointe Wealth Management, LLC
“We provide fee-only investment supervisory and management advisory services as well as investment consulting and financial planning services.”
- Firm size: 4 employees.
- Founded: 2002 (24 years).
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
- 1.25% a year
- Clients
- 98
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $283,324,092
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151425
- Phone
- (503) 684-0100
Can advise clients in 4 states: California, Oregon, Texas, Washington
Other planners in Lake Oswego that publish fees
- Aegis Financial AdvisoryLake Oswego$250/hr, $500
- Aerodigm Wealth LLCLake Oswego$225-$355/hr
- Cascara Financial Planning LLCLake Oswego$275/hr, $1,500
- Cedar Mountain Advisors, LLCLake Oswego$300/hr, $500/yr
- Foster & Wood, Inc.Lake Oswego$4,000-$100,000
- Greenbridge Investment Management, LLCLake Oswego$175/hr, $1,000-$5,000
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