WBH Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly rates are $250.00.”

Flat or project fee

$250⁠-⁠$3,500

“For financial planning, minimum fees charged for one-time administrative set-up fee generally ranging between $250.00 and $3,500.00, and then a monthly fee ranging between of $85.00 and $500.00 depending upon which Financial Planning or Coaching Package the Client chooses.”

Monthly fee

$85⁠-⁠$500/mo

From the same sentence as above.

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

How WBH Financial Services, LLC bills

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

• “Fees for a partial quarter at the commencement or termination of an agreement will be prorated based on the number of days the account was open during the quarter.”
• “If a project is terminated after such time, client is responsible for all work previously performed, and any fees, not including administrative set-up fees, may be prorated with unearned fees promptly refunded to the client.”
• “As such, there occasionally may be pre-paid fees that will be subject to refund.”

How WBH Financial Services, 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.
• 1 of the 11 other planners in Lake Oswego that publish an hourly rate charge less.
• Its flat or project fee of $250-$3,500 is below the Oregon median of $4,000. 16% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 3 of the 10 other planners in Lake Oswego that publish a flat or project fee charge less.

About WBH Financial Services, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2015 (11 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

1.25% a year

Clients

46

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

$31,653,350

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282071

Website

wbhfinancialservices.com (opens in new tab)

Phone

(503) 699-9200

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