Fee-OnlyFinder

% of assets managed in Eugene, OR

11 advisers in Eugene offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 11

Financial Facilitators, INC.450 Country Club Road, Ste 130 · Eugene, OR 97401 · (541) 485-7254 · % of assets managedCRD 154323 · % of assets · $10.2 million AUMState registeredNo commissions reportedGo 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 reportedIsler Wealth Management, LLC1976 Garden Avenue · Eugene, OR 97403 · (541) 342-5161 · % of assets managedCRD 285831 · % of assets · $42.4 million AUMState registeredNo commissions reportedJ.p. Capital Management, INC.4990 Hunters Glen Dr · Eugene, OR 97405 · (541) 343-2064 · Hourly feesCRD 142109 · % of assets, Hourly charges, Fixed fees · $166.6 million AUMSEC registeredNo commissions reportedMartin Capital Partners, LLC940 Willamette St, Suite 350, the Woolworth Building · Eugene, OR 97401 · (541) 636-4170 · % of assets managedCRD 153452 · % of assets · $290.5 million AUMSEC 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