Fiduciary advisors in Bend, OR

10 registered advisers

10 SEC-registered fiduciary advisory firms operate in Bend, Oregon. The fee-only share stands at 100%, with 10 firms declining all forms of commission-based compensation.

AXIOM WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #313124
Typical Fee--
AUM$100M
Minimum--
Clients375

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #128097
Typical Fee--
AUM$233M
Minimum--
Clients708

CASCADE FINANCIAL STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #166610
Typical Fee--
AUM$120M
Minimum--
Clients469

COPIA WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Bend, OregonCRD #281873
Typical Fee1.75%
AUM$158M
Minimum--
Clients850

ELEVATION CAPITAL ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #171473
Typical Fee--
AUM$253M
Minimum--
Clients1,471

JGP WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #290694
Typical Fee--
AUM$1.4B
Minimum--
Clients3,335

MY LEGACY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #290675
Typical Fee--
AUM$333M
Minimum--
Clients332

NORTHWEST QUADRANT WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #158455
Typical Fee1.25%
AUM$534M
Minimum--
Clients1,741

SUNDOWNER CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #146253
Typical Fee--
AUM$77M
Minimum--
Clients150

TRUE WEALTH GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #332426
Typical Fee--
AUM$109M
Minimum--
Clients452
Fiduciary Advisors in Bend, Oregon | FiduciaryListings