Veridan Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500.”

Flat or project fee

$500⁠-⁠$25,000

“Flat fees range from $500 to $25,000.”

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

How Veridan Wealth bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “Our firm bills on cash unless indicated otherwise in writing.”

How Veridan Wealth’s fees compare

• Its hourly rate of $500 is above the Oregon median of $250. 96% of the 123 other Oregon planners that publish an hourly rate charge less.
• 2 of the 2 other planners in West Linn that publish an hourly rate charge less.
• Its flat or project fee of $500-$25,000 spans the Oregon median of $4,000. 89% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in West Linn that publish a flat or project fee charge less.

About Veridan Wealth

• Principal: Laura Steagall-Cissell
• Firm size: 5 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

0.5% a year

Clients

232

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$667,215,443

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

329666

Website

linkedin.com/company/veridan-wealth (opens in new tab)

Phone

(503) 946-9733

Can advise clients in 4 states: Arizona, California, Oregon, Washington

Other planners in West Linn that publish fees

• Encompass Financial PlanningWest Linn$200/hr, $1,000⁠-⁠$6,000
• JPS Global Investments, LLCWest Linn$2,000⁠-⁠$40,000
• Pacific Coast Investment Advisors, LLCWest Linn$250/hr, $500⁠-⁠$2,500
• 2260 WestBend$450/hr, $3,000
• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500

Compare all 6 planners in West Linn