Price Financial Group Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$167,498,598
Clients
511
Advisors
5
of 7 employees
About
Price Financial Group Wealth Management provides investment and wealth management, financial planning, retirement plan advisory, and consulting to individuals (including high-net-worth clients), foundations, employer-sponsored retirement plans, trusts and estates. The firm reports approximately $173 million in discretionary assets under management, serves around 511 clients, and is supported by a five-advisor team.
The firm offers both discretionary and non-discretionary services and builds portfolios using target asset-class allocations, institutional third‑party managers, and active monitoring with periodic rebalancing. Price Financial uses third‑party tools and platforms — including Riskalyze for client risk profiling and model alignment — and includes alternative investments and model exposures such as structured notes and limited digital‑currency related products where appropriate.
Among peers, Price Financial is notable for its affiliations and program offerings: managing members have common ownership with a CPA tax practice (Price Financial Accounting & Tax, LLC, d/b/a R Hug CPAs & Associates), and the firm sponsors a wrap fee program. It also coordinates private placement tax‑equity opportunities for accredited investors (with separate, negotiated coordination fees disclosed in the brochure), offers estate‑planning coordination through Wealth.com, and occasionally supports DST investments through Inland Securities Corporation.
Client services
Expertise
Occupation focus
Fee options
Flat fees from $3,000 to $25,000 for private placement tax equity strategy coordination; fixed fees for DST investments; negotiated flat fees for estate planning services
Up to 1.65% annually, negotiable based on account size and other factors
Up to $250/hour for standalone financial planning and consulting services
Account minimum: $100,000 Fee-only: Investment management fees charged as a percentage of assets under management, up to 1.65% annually, billed monthly in arrears based on average daily balance; financial planning fees for standalone arrangements up to $3,000 fixed fee or up to $250/hour hourly rate; consulting fees negotiated hourly; flat fees for coordination of private placement tax equity strategies ranging from $3,000 to $25,000; fixed fees for DST investments; flat fees for estate planning via Wealth.com (negotiated)
Main office
7160 SW Fir Loop, Suite 201
Portland OR 97223
Advisors at this office
5
Most active in
Arizona · California · Oregon · Texas · Washington
Also doing business as
Price Financial Group Wealth Management, Inc. · Price Financial Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David R
Series 66
Portland, OR
Price Financial Group Wealth Management, Inc.
David Ross is a financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, holding a Series 66 designation with 11 years of industry experience. He previously worked at Edward Jones for nine years before joining his current firm. Outside of advisory work, he is also licensed as an insurance agent specializing in life, health, and fixed annuities. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing third-party money managers and model portfolios tailored to client risk profiles.
Mateusz S
Series 63, Series 65
Portland, OR
Price Financial Group Wealth Management, Inc.
Mateusz Sudol is a financial advisor at Price Financial Group Wealth Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors LLC and Cwm, LLC. In addition to his advisory role, Sudol is the managing member of a CPA firm, R Hug CPAs & Associates, which offers tax services separate from his investment advisory activities. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm uses a range of investment vehicles tailored to client risk profiles and maintains an affiliation with a CPA firm to coordinate tax services.
Mikela R
Series 65
Portland, OR
Price Financial Group Wealth Management, Inc.
Mikela Rapattoni is a financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, with two years of industry experience. She holds a Series 65 designation and previously worked at Harry Waller Insurance for 14 years. Outside of advising, she works as a licensed insurance agent specializing in life, accident, and health insurance. Price Financial Group Wealth Management serves individuals, foundations, retirement plans, trusts, and estates, managing approximately $173 million in discretionary assets. The firm uses a combination of target asset-class allocations, institutional third-party managers, and active monitoring, offering both discretionary and non-discretionary services.
Matthew M
Series 66
Portland, OR
Price Financial Group Wealth Management, Inc.
Matthew Mai is a financial advisor with Price Financial Group Wealth Management, Inc. in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including LPL Financial, LLC, and FSC Securities Corp before joining Price Financial Group. Mai is also the managing member of a CPA firm, R Hug CPAs & Associates, which offers tax services separate from his advisory work. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm employs both discretionary and non-discretionary portfolio management, utilizing third-party money managers and model portfolios tailored to client risk profiles.
Justin E
Series 66
Portland, OR
Price Financial Group Wealth Management, Inc.
Justin Exposito is a Series 66-licensed financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, with 7 years of industry experience. His prior work history includes roles at Fisher Investments, Merrill, Bank of America, and involvement with the Cincinnati Ballet and Cincinnati Symphony Orchestra. Price Financial Group Wealth Management offers investment and wealth management, financial planning, and retirement plan advisory services to individuals, foundations, trusts, and employer-sponsored plans. The firm utilizes target asset-class allocations, third-party managers, and active monitoring, serving approximately 511 clients with about $173 million in discretionary assets under management.
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