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Financial planning in Bend, OR

16 advisers in Bend offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 16

2260 West2796 Nw Clearwater Dr · Bend, OR 97703 · (541) 707-2260 · Financial planningCRD 310460 · % of assets, Hourly charges, Fixed fees · $76.2 million AUMState registeredNo commissions reportedAxia Wealth Management INC255 Sw Bluff Drive, Suite 100 · Bend, OR 97702 · (541) 647-1500 · Financial planningCRD 155890 · % of assets, Hourly charges, Fixed fees · $148.0 million AUMSEC registeredNo commissions reportedAxiom Wealth Strategies, LLC243 Sw Scalehouse Loop, Suite 5b · Bend, OR 97702 · (541) 389-7777 · Financial planningCRD 313124 · % of assets, Hourly charges, Fixed fees · $124.7 million AUMSEC registeredNo commissions reportedBruno Mountain Advisory, LLC105 Nw Riverfront Street · Bend, OR 97703 · (541) 610-7992 · Financial planningCRD 327235 · % of assets, Hourly charges, Other · $37.2 million AUMState registeredNo commissions reportedCapstone Wealth Management Group, INC.404 Sw Columbia Street, Suite 230 · Bend, OR 97702 · (541) 330-0266 · Financial planningCRD 340135 · % of assets, Hourly charges, Fixed fees · $243.0 million AUMSEC registeredNo commissions reportedCascade Financial Strategies243 Scalehouse Loop, 1a · Bend, OR 97702 · (541) 678-5475 · Financial planningCRD 166610 · % of assets, Hourly charges, Fixed fees · $150.9 million AUMSEC registeredNo commissions reportedDiamond Peak Wealth Management LLC2445 Ne Division St, Ste 204 · Bend, OR 97703 · (541) 610-6901 · Financial planningCRD 342229 · % of assets, Hourly charges, Fixed fees · $29.9 million AUMState registeredNo commissions reportedElevation Capital Advisory775 Sw Bonnett Way, Suite 220 · Bend, OR 97702 · (541) 728-0321 · Financial planningCRD 171473 · % of assets, Fixed fees · $252.9 million AUMSEC registeredNo commissions reportedHenderson Asset Management, LLC2900 Nw Clearwater Drive, Ste 100 · Bend, OR 97703 · (360) 608-8650 · Financial planningCRD 150876 · % of assets, Hourly charges · $7.3 million AUMState registeredNo commissions reportedIntegrated Capital Planning LLC550 Sw Industrial Way, Suite 201 · Bend, OR 97702 · (503) 575-9174 · Financial planningCRD 131574 · % of assets, Hourly charges, Fixed fees · $29.9 million AUMState registeredNo commissions reported
Jgp Wealth Management, LLC2838 Nw Crossing Drive, Suite 212 · Bend, OR 97703 · (503) 446-6450 · Financial planningCRD 290694 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedNorthwest Quadrant Wealth Management650 Sw Bond St., Suite 250 · Bend, OR 97702 · (541) 388-9888 · Financial planningCRD 158455 · % of assets, Fixed fees · $579.7 million AUMSEC registeredNo commissions reportedNorthwind Financial LLC2445 Ne Division St, Ste 204 · Bend, OR 97703 · (541) 318-7871 · Financial planningCRD 342069 · % of assets, Hourly charges, Fixed fees · $142.2 million AUMSEC registeredNo commissions reportedStrategy Cap, LLC360 Sw Powerhouse Drive, Suite 300 · Bend, OR 97702 · (541) 585-3737 · Financial planningCRD 323391 · % of assets, Hourly charges, Fixed fees · $64.8 million AUMState registeredNo commissions reportedThalassa Capital LLC63205 Gibson Air Road, #44 · Bend, OR 97701 · (541) 323-4969 · Financial planningCRD 139707 · % of assets · $101.6 million AUMState registeredNo commissions reportedTrue Wealth Group750 Nw Charbonneau Street, Suite 211 · Bend, OR 97703 · (541) 588-5008 · Financial planningCRD 332426 · % of assets, Hourly charges · $151.4 million AUMSEC registeredNo commissions reported