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Northwest Financial Planning Corp (Portland)


Northwest Financial Planning Corp is a large advisory firm based in Portland. It manages $46.02 million of regulatory assets for 133 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Oregon and Washington.

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Northwest Financial Planning Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Northwest Financial Planning Corp: assets under management

The assets under management (AUM) of Northwest Financial Planning Corp is $46.02 million. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.79 million in discretionary accounts and $4.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $345.39 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $352.71 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Northwest Financial Planning Corp for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portland

The principal office where Northwest Financial Planning Corp performs its advisory services is located at 4640 Sw Macadam Ave #280, Portland, OR 97239 The mailing address of the firm is Post Office Box 69008, Portland, OR 97239. An additional office of the firm is in Bellevue, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503.222.9050 or by fax 503.227.1095. The normal business hours are 8:oo am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.northwestfp.com.


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