Walsh Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$1,500

“Ongoing Financial Planning WF collects an initial fee, no greater than $1,500.”

Annual fee

$5,000⁠-⁠$10,000/yr

“The Advisor may reduce or waive the initial fee at the Advisor’s discretion. 9 Following the delivery of a financial plan, we charge an annual fee for Ongoing Financial Planning, ranging from $5,000 to $10,000.”

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

How Walsh Financial LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Walsh Financial LLC’s fees compare

• Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Oregon median of $4,000. 10% of the 92 other Oregon planners that publish a flat or project fee charge less.
• Its annual fee of $5,000-$10,000 spans the Oregon median of $7,750. 48% of the 33 other Oregon planners that publish an annual fee charge less.

About Walsh Financial LLC

• Principal: Michael Walsh
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• 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% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$45,085

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337759

Website

walshfinancial.com (opens in new tab)

Phone

(971) 204-8842

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

Compare all 227 planners in Oregon