Watershed Wealth Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$5,000

“The flat fee for a Comprehensive Financial Plan is typically between $2000 and $5000 and is based on the time spent onthe project as well as the services offered within the current Plan package.”

Annual fee

$2,400⁠-⁠$10,000/yr

“Onboarding fees typically range from $500 to $3000 and annual retainer fees typically range from $2,400 to $10,000, but may also be higher depending on the specific work requested under the engagement.”

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

How Watershed Wealth Planning LLC bills

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

• “Fees may be negotiable in some situations.”
• “Because all fees are charged in arrears, no refund will be necessary.”
• “The annual fee is negotiable, pro-rated and paid in arrears on a monthly basis.”

How Watershed Wealth Planning LLC’s fees compare

• Its flat or project fee of $2,000-$5,000 spans the Oregon median of $4,000. 41% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 8 of the 22 other planners in Portland that publish a flat or project fee charge less.
• Its annual fee of $2,400-$10,000 spans the Oregon median of $7,750. 39% of the 33 other Oregon planners that publish an annual fee charge less.
• 6 of the 13 other planners in Portland that publish an annual fee charge less.

About Watershed Wealth Planning LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.8% a year

Clients

47

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$31,169,998

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285980

Website

watershedwealthplanning.com (opens in new tab)

Phone

(503) 862-9064

Other planners in Portland that publish fees

• Apm WealthPortland$250/hr, $1,299/mo
• Becker Capital Management, Inc.Portland$100⁠-⁠$500/hr
• Blue Water WealthPortland$2,000⁠-⁠$20,000
• Blueprint Financial Advisors, LLCPortland$250/hr
• Burgess Financial PlanningPortland$360/hr
• CLS Financial Advisors, Inc.Portland$350/hr, $1,000⁠-⁠$10,000

Compare all 63 planners in Portland