DT
CFP · ChFC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
41 advisors
Number of Clients
1,579 clients
Average Client Portfolio
$4.6M average
Assets Under Management
$7.3B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $45.0M | 0.40% |
| $45.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$12,000
Financial Plan Fee:$12,000 - $25,000
Hourly Rate:$300/hr
Plancorp's annual fee for wealth management is based on a percentage of assets under management. There is no minimum account size, but there is a minimum annual fee of $12,000 for Wealth Management Services. Fees are billed either quarterly in advance or monthly in arrears. Tax services start at $500 and can increase to $8,000 based on complexity. Financial planning project fees generally range from $12,000 - $25,000.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
Estacada, OR
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Plancorp, LLC
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Compass Planning Associates, INC.
October 2022 - December 2023 · 1 yr 2 mos
Creative Money LLC
November 2021 - June 2022 · 7 mos
State Registrations2 states
MOOR
Advisor
Exams
No exam information available for this advisor.