Von Borstel & Associates fees and pricing
Financial planner in The Dalles, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Von Borstel & Associates charges a flat or project fee of $1,000-$25,000 for financial planning.
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.
- Flat or project fee
- $1,000-$25,000
“Our fee for Financial Planning can range from $1,000 to $25,000 per plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Von Borstel & Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Any clients who engage us for hourly planning will receive a detailed invoice describing services provided and fees charged, and any fee not paid within 30 days will be assessed a late fee of $200.”
- “We will accept check or payments electronically through third-party payment processing firm, or bank transfers when authorized by the Client.”
- “The Advisory Fee is calculated quarterly and in arrears on the average daily balance of the Assets during the previous quarter.”
How Von Borstel & Associates’ fees compare
- Its flat or project fee of $1,000-$25,000 spans the Oregon median of $4,000. 90% of the 92 other Oregon planners that publish a flat or project fee charge less.
About Von Borstel & Associates
“We may also assist clients with retirement analysis by reviewing and proposing current strategies and investment plans to help the client achieve their financial goals.”
- Firm size: 11 employees.
- Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
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
- 1.15% a year
- Clients
- 499
- Employees
- 11
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $680,192,461
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 309746
- Phone
- (541) 296-6669
Can advise clients in 8 states: Alaska, Arizona, California, Colorado, Idaho, Oregon, Texas, Washington
Other planners in Oregon that publish fees
- 2260 WestBend$450/hr, $3,000
- 5 Star InvestingMilton-freewater$250/qtr
- Aegis Financial AdvisoryLake Oswego$250/hr, $500
- Aerodigm Wealth LLCLake Oswego$225-$355/hr
- Aim AdvisorsBeaverton$250/hr, $500-$1,000
- Alongside Financial PartnersBend$15,000/yr
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.