Fiduciary advisors in Eugene, OR

7 registered advisers

At last count, 7 SEC-registered fiduciary firms operate out of Eugene, Oregon. 7 run fee-only practices, meaning they earn nothing from selling financial products.

44 WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #309647
Typical Fee--
AUM$446M
Minimum--
Clients1,154

GO WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #290254
Typical Fee--
AUM$208M
Minimum--
Clients519

INTEGRITY WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #330809
Typical Fee1.50%
AUM$305M
Minimum--
Clients831

MARTIN CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #153452
Typical Fee--
AUM$96M
Minimum--
Clients251

ROEHL & YI INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #109258
Typical Fee--
AUM$858M
Minimum--
Clients1,639

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #159419
Typical Fee--
AUM$1.4B
Minimum--
Clients629

SITTNER & NELSON, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #309757
Typical Fee--
AUM$900M
Minimum--
Clients1,472
Fiduciary Advisors in Eugene, Oregon | FiduciaryListings