1. Portland-specific tax handling
- State sales tax: 0%. Local jurisdictions in Portland may add their own rate — verify with your local tax assessor.
- Late fees: OR statute Or. Rev. Stat. §82.010 caps interest on unpaid invoices at 1.5% per month.
2. Standard financial advisor line items
- Plan preparation flat fee — billed by flat.
- Hourly advisory — billed by hour (~$295 default).
- AUM fee — annual % — billed by pct (~$1 default).
- Tax-prep coordination — billed by flat.
3. Payment terms that work in Portland
Net 30 is standard for financial advisors.0 Accept card and ACH on the invoice itself — Portland customers expect a one-click payment link in their inbox.
4. Licensing & disclosures
Series 65 / 66 + state RIA registration required for fee-only advisors. CFP / CFA designations are industry-standard.
Metro
Portland
State
OR
Net terms
30 days
Deposit
0%