Advisers in Grants Pass, OR

4 advisers in Grants Pass — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Kingsview Wealth Management, LLC509 Se 7th Street, 2nd Floor · Grants Pass, OR 97526 · (312) 870-6701 · Financial planningCRD 148107 · % of assets, Hourly charges, Fixed fees · $9.0 billion AUMSEC registeredNo commissions reported Purpose First Financial, LLC820 Ne 7th St, Suite 2 · Grants Pass, OR 97526 · (541) 474-0824 · Financial planningCRD 316968 · % of assets, Fixed fees · $60.5 million AUMState registeredNo commissions reported Rogue Advisors, LLC1246 Ne 7th St. Suite B · Grants Pass, OR 97526 · (541) 474-9700 · Financial planningCRD 132105 · % of assets, Hourly charges, Fixed fees · $80.0 million AUMState registeredNo commissions reported Welch Investment Group, LLC313 Nw "A" Street · Grants Pass, OR 97526 · (541) 474-6616 · Financial planningCRD 131006 · % of assets · $263.8 million AUMSEC registeredNo commissions reported

Talking to advisers in Grants Pass? 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.