Wagner Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$4,000

“When you engage us for financial planning and consulting services, we will charge you a fixed fee typically ranging from $2,000 - $4,000 or an hourly fee of up to $375 per hour, based on the scope of the engagement, the complexity of your financial situation and needs, and our estimation of the time and resources…”

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

How Wagner Planning bills

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

• “We will typically invoice fixed and hourly planning or consulting fees to you in full upon our delivery of the final written financial plan or report or upon our final consultation.”
• “Fees for planning and consulting services are payable by cash, check, or other form of payment deemed acceptable by Wagner Planning and are due upon presentment of our invoice for services.”
• “Our annual asset-based fees are payable monthly in advance (i.e., 1/12 of the annual fee will be 6 WAGNER PLANNING FORM ADV PART 2A – FIRM BROCHURE charged per month).”

How Wagner Planning’s fees compare

• Its flat or project fee of $2,000-$4,000 is below the Oregon median of $4,000. 30% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 4 of the 10 other planners in Lake Oswego that publish a flat or project fee charge less.

About Wagner Planning

• Firm size: 5 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2011 (15 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

1.6% a year

Clients

203

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$144,746,111

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

318448

Website

wagnerplanning.com (opens in new tab)

Phone

(503) 342-0038

Can advise clients in 3 states: Arizona, Oregon, 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

Compare all 26 planners in Lake Oswego