Viento Financial Group, LLC fees and pricing

Financial planner in Hood River, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 22, 2026, Viento Financial Group, LLC charges $200 an hour for financial planning.

Published fees

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

Hourly rate: $200/hr; “The negotiable hourly fee for these engagements is $200 / hr. payable by check in arrears at completion of work.”

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

“Partial quarters will be prorated based upon the number of days the Account was managed during the billing period.”
“In all cases, Clients will receive a written invoice for fees owed immediately following the end of the quarter being billed.”
“The invoice will include the fee(s) charged, the formula used to calculate the fee(s), the fee calculation itself, the period covered by the fee(s), and the amount of assets under management the fee is based upon.”

Its hourly rate of $200 is below the Oregon median of $250. 14% of the 123 other Oregon planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 83
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $50,834,414
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 330291
Website: vientofinancial.com (opens in new tab)
Phone: (541) 400-1974

Can advise clients in 3 states: Colorado, Oregon, Washington

Is something on this page wrong or out of date?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.