Sean Pyles is a CFP-designated registered investment advisor at Pyles Financial Planning, LLC, based in Portland, OR. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, LGBTQ+, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Financial Planning Services: Fees are charged in one of three ways:
- Hourly Basis: $75.00 per planner-hour, including meeting and preparation time.
- One-time/flat fee: Clients pay a flat fee agreed in advance, with the balance due upon completion.
- Hourly Fee with a Guaranteed Maximum (Capped Hourly Fee): Clients agree to pay the hourly fee, subject to an agreed-upon maximum total fee.
Hourly Rate:$75/hr
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Location
Portland, OR
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pyles Financial Planning, LLC
June 2025 - Present · 11 mos
State Registrations1 state
OR
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.