# Price Financial Group Wealth Management, Inc.

> Price Financial Group Wealth Management, Inc. is an SEC-registered investment advisory firm in Portland, OR, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 323146
- Filed as: PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323146
- AdvisorCensus page: https://advisorcensus.com/firm/price-financial-group-wealth-management-inc-portland-or-323146

## Quick answers

**How is Price Financial Group Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Price Financial Group Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Price Financial Group Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Asset-based fee: up to 1.65% of assets a year (the maximum the brochure states); Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Price Financial Group Wealth Management, Inc. located?**
Price Financial Group Wealth Management, Inc.'s principal office is in Portland, OR, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Price Financial Group Wealth Management, Inc. registered with the SEC or a state?**
Price Financial Group Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323146.

**How much does Price Financial Group Wealth Management, Inc. manage?**
Price Financial Group Wealth Management, Inc. reports $173,469,083 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).

**How have Price Financial Group Wealth Management, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Price Financial Group Wealth Management, Inc.: Regulatory assets under management: $105,033,008 in the October 2023 data and $173,469,083 in the October 2026 data, up 65%. Total employees: 3 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Price Financial Group Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (496); pension and profit sharing plans (but not the plan participants or government pension plans) (37); high net worth individuals (15).

**Which custodians does Price Financial Group Wealth Management, Inc. use?**
Price Financial Group Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Price Financial Group Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323146

**Does Price Financial Group Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "Our Firm maintains a $ 100,000 minimum in aggregate investable assets. In certain instances, at the discretion of our Firm, this minimum may be waived."

**What changed in Price Financial Group Wealth Management, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $138,265,523 to $173,469,083 (+25%). No longer lists an office in Beaverton, OR. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Asset-based fee: up to 1.65% of assets a year (the maximum the brochure states)

> Our maximum annual advisory fee is 1.65%.

> Flat fees range from $3,000 -$25,000 and are in addition to advisory fees.

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Our Firm maintains a $ 100,000 minimum in aggregate investable assets. In certain instances, at the discretion of our Firm, this minimum may be waived.

- Hourly rate: $250 an hour (financial planning services)

> Fixed fees for financial plans will not exceed $3,000 and hourly fees will not exceed $250/hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $173,469,083
- Discretionary: $173,469,083
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 496 | $141,435,609 |
| High net worth individuals | 15 | $26,062,989 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 37 | $4,812,723 |
| Corporations or other businesses not listed above | 1 | $1,157,762 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Clackamas, OR

### Websites listed on Form ADV (Item 1.I)
- [pricefg.com](https://pricefg.com)
- LinkedIn @price-financial-group-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | 3 | September 22, 2022 |
| October 2023 | $105,033,008 | 7 | October 3, 2023 |
| October 2024 | $140,551,000 | 7 | June 12, 2024 |
| October 2025 | $138,265,523 | 7 | May 15, 2025 |
| October 2026 | $173,469,083 | 7 | April 2, 2026 |

Regulatory assets under management: $105,033,008 in the October 2023 data and $173,469,083 in the October 2026 data, up 65%.
Total employees: 3 in October 2022 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $138,265,523 to $173,469,083 (+25%).
- No longer lists an office in Beaverton, OR.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Price Financial Group Wealth Management, Inc. (CRD 323146): Form ADV filing data as of October 2026.