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Financial planning in Eugene, OR

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

All 8

Go Wealth Management4710 Village Plaze Loop, Suite 240 · Eugene, OR 97401 · (541) 338-7631 · Financial planningCRD 290254 · % of assets, Hourly charges, Fixed fees · $208.4 million AUMSEC registeredNo commissions reportedInsight Investment Solutions2191 Monroe St. · Eugene, OR 97405 · (541) 255-6404 · Financial planningCRD 165889 · % of assets, Hourly charges · $35.2 million AUMState registeredNo commissions reportedIntegrity Wealth LLC1200 Executive Parkway, Suite 430 · Eugene, OR 97401 · (541) 650-6061 · Financial planningCRD 330809 · % of assets, Fixed fees · $304.8 million AUMSEC registeredNo commissions reportedReign Wealth Logic590 Pearl St Ste 222 · Eugene, OR 97401 · (888) 448-0006 · Financial planningCRD 308301 · Fixed fees, OtherState registeredNo commissions reportedRoehl & Yi Investment Advisors, LLC450 Country Club Road, Suite 200 · Eugene, OR 97401 · (541) 683-2085 · Financial planningCRD 109258 · % of assets, Hourly charges, Fixed fees · $959.4 million AUMSEC registeredNo commissions reportedSapient Private Wealth Management, LLC101 East Broadway Suite 480 · Eugene, OR 97401 · (541) 762-0300 · Financial planningCRD 159419 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedSittner & Nelson, LLC497 Oakway Road, Suite 300 · Eugene, OR 97401 · (541) 636-4001 · Financial planningCRD 309757 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedSyman-Degler Group, LLC1163 Olive Street, #100 · Eugene, OR 97401 · (541) 345-9681 · Financial planningCRD 295679 · % of assets, Hourly charges, Fixed fees · $59.8 million AUMState registeredNo commissions reported