Willamette Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$360/hr

“Hourly consulting or financial planning rates range from $150 to $360 per hour, depending on the complexity of the project, the scope of work to be performed, and the differential expertise of the Investment Advisor Representative providing the services.”

Flat or project fee

$750⁠-⁠$5,000

“Fixed fee financial planning projects are estimated to range from $750 - $5,000.”

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

How Willamette Financial Advisors, LLC bills

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

• “Fees for these services are generally not negotiable.”
• “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.”
• “As such, there occasionally may be pre-paid fees that will be subject to refund.”

How Willamette Financial Advisors, LLC’s fees compare

• Its hourly rate of $150-$360 spans the Oregon median of $250. 52% of the 123 other Oregon planners that publish an hourly rate charge less.
• 18 of the 34 other planners in Portland that publish an hourly rate charge less.
• Its flat or project fee of $750-$5,000 spans the Oregon median of $4,000. 28% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 7 of the 22 other planners in Portland that publish a flat or project fee charge less.

About Willamette Financial Advisors, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2014 (12 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

201

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$117,489,047

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

173482

Website

wfinadv.com (opens in new tab)

Phone

(503) 747-0306

Can advise clients in 8 states: California, Florida, Idaho, Illinois, Louisiana, Oregon, Texas, Washington

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