Old Growth Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$0
Client services
Fee options
Initial setup fee for ongoing comprehensive financial planning ranges from $1,000 to $4,000; Project-based financial planning fixed fees range from $500 to $10,000.
$0 - $300,000: 0.70% annually $300,001 - $600,000: 0.60% annually $600,001 - $1,000,000: 0.50% annually $1,000,001+: 0.40% annually
$300 per hour for financial planning services.
Fee-only: Ongoing comprehensive financial planning fixed fee ranges from $2,400 to $7,200 annually, paid monthly in arrears; Project-based financial planning fixed fees range from $500 to $10,000; Financial planning hourly fee is $300/hour.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Old Growth Financial LLC
3759 Ne Mlk Jr Blvd
Portland OR 97212, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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