SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Price Financial Group Wealth Management, Inc.
Portland, OR
CRD 323146
Firm filing updated April 2, 2026 ·
- $173.5MAssets
- 549Clients
- 3Advisory staff
- 1,340Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals496
- Pension and profit sharing plans37
- High net worth individuals15
- Corporations or other businesses1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 496 | $141.4 million |
| High net worth individuals | 15 | $26.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 37 | $4.8 million |
| Corporations or other businesses not listed above | 1 | $1.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$173.5 million
- Accounts1,340
- DiscretionaryAll accounts
People
- Employees7
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents4
- Planning clients101 to 250
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 323146, SEC file 801-126661.
- Registered with the SEC as an investment advisor (status date on record: September 30, 2022).
Is Price Financial Group Wealth Management, Inc. a fiduciary?
Short answer: Price Financial Group Wealth Management, Inc.
More detail
is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
4 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.