Pyles Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pyles Financial Planning provides comprehensive financial planning and related investment advice to individual clients, with a stated focus on serving members of the LGBTQ+ community and people who may not traditionally have access to planning services. The brochure describes services that include individualized financial plans, investment management advice, other consulting, and occasional educational workshops for clients and their guests.
The firm uses a defined investment process—goal setting and risk profiling, asset allocation modeling, investment selection and ongoing monitoring—and emphasizes asset allocation and tax diversification when implementing recommendations. Its analysis references macroeconomic indicators (money supply, interest rates, commodity prices) and political factors, and the firm documents client objectives in Investment Policy Statements and conducts annual plan reviews.
Pyles departs from common investment-manager practice by billing primarily on hourly, flat‑fee, or capped‑hourly arrangements rather than charging percentage‑of‑assets or performance‑based fees, and by offering client workshops and a range of payment methods. The brochure also reports that the firm currently has no assets under management, does not accept discretionary trading authority or custody of client assets, and targets non‑HNW individual clients—features that distinguish it from many firms in the investment-manager category.
Client services
Expertise
Demographic focus
Fee options
One-time/flat fees agreed in advance and set forth in written agreement
$75.00 per planner-hour
Fee-only: Hourly fees at $75.00 per planner-hour; one-time/flat fees as agreed; capped hourly fees subject to maximum total fee agreed in advance.
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Pyles Financial Planning · Pyles Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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