Advisers in Ashland, OR

3 advisers in Ashland — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Koenig Investment Advisory, LLC739 N Main Street · Ashland, OR 97520 · (541) 608-0551 · Financial planningCRD 311422 · % of assets · $258.2 million AUMSEC registeredNo commissions reported Retirement Planning Specialists, INC.241 Maple Street, Suite 101 · Ashland, OR 97520 · (541) 482-0138 · Financial planningCRD 139358 · % of assets, Hourly charges · $370.6 million AUMSEC registeredNo commissions reported Schultz and Associates INC.125 N 2nd St. · Ashland, OR 97520 · (541) 482-5170 · % of assets managedCRD 128761 · % of assets · $8.5 million AUMState registeredNo commissions reported

Talking to advisers in Ashland? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.