Old Growth Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
20
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$0
About
Old Growth Financial LLC is an independent, state‑registered advisory firm that provides ongoing comprehensive financial planning, project‑based planning, and investment advisory services delivered alongside a third‑party portfolio manager. The firm’s brochure states it serves individuals, high‑net‑worth individuals, and families and details planning areas such as retirement projections, tax and estate planning, cash‑flow and debt management, and business planning.
OGF’s investment approach emphasizes passive asset allocation informed by Modern Portfolio Theory and the use of outside managers; the firm assists clients in selecting an appropriate allocation and serves as the communication conduit with Betterment’s advisory platform. OGF structures ongoing planning as a fixed periodic fee with a defined service calendar (initial discovery and recommendations meetings, periodic follow‑ups, and ongoing email support) and will not manage portfolio accounts for clients who decline placement with the Betterment platform.
Notable distinctions in the brochure include a reliance on Betterment For Advisors for portfolio execution and a disclosure that the firm reported $0 in assets under management as of December 31, 2025, which differentiates its operating model from many independent advisors that custody and directly manage client assets. The firm’s owner holds both CFP and Enrolled Agent credentials and the brochure notes the advisor’s prior experience in institutional budgeting and a current insurance license that is not used to sell products to clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project-based financial planning fixed fees ranging from $500 to $10,000, negotiable
$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
Financial planning hourly fee of $300 per hour, negotiable
Ongoing comprehensive financial planning fixed fee paid monthly in arrears, ranging from $2,400 to $7,200 annually
Minimum fee: Initial setup fee for ongoing comprehensive financial planning ranging from $1,000 to $4,000; ongoing fixed fee ranging from $2,400 to $7,200 annually, paid monthly in arrears Fee-only: Fixed fees for ongoing comprehensive financial planning ($2,400–$7,200 annually); project-based financial planning fixed fees ($500–$10,000); hourly financial planning fees ($300/hour)
Main office location
Old Growth Financial LLC
3759 Ne Mlk Jr Blvd
Portland OR 97212, United States
Number of offices
1
Most active in
Old Growth Financial LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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