Whitewater Wealth fees and pricing

Financial planner in Eugene, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 30, 2026, Whitewater Wealth charges $50⁠-⁠$250 an hour for financial planning.

Published fees

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

Hourly rate: $50⁠-⁠$250/hr; “Our hourly fee generally ranges from $50 to $250.”

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

“These fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your accounts on the last day of the previous quarter.”
“The client will be invoiced directly for the fees. **Quarterly fees will be based upon the market value of your account at the end of the previous quarter, multiplied by one-quarter (0.25) of the agreed upon rate per annum.”
“We charge our advisory fees quarterly in arrears.”

Its hourly rate of $50-$250 is below the Oregon median of $250. 5% of the 123 other Oregon planners that publish an hourly rate charge less.
1 of the 5 other planners in Eugene that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2014 (12 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 35
Employees: 1
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $68,500,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 169233
Website: whitewaterwealth.com (opens in new tab)
Phone: (541) 953-1442

Can advise clients in 2 states: Louisiana, Oregon

Is something on this page wrong or out of date?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.