Fee-OnlyFinder

Advisers in Jacksonville, OR

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

All advisers

Cutler Investment Group525 Bigham Knoll · Jacksonville, OR 97530 · (541) 770-9000 · Financial planningCRD 128483 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedJones & Associates Premier Financial Solutions260 N 3rd Street · Jacksonville, OR 97530 · (541) 500-4321 · Financial planningCRD 152930 · % of assets, Hourly charges, Fixed fees · $227.4 million AUMSEC registeredNo commissions reportedPractice Financial Group725 N. 5th Street, Suite 200 · Jacksonville, OR 97530 · (541) 973-2602 · Financial planningCRD 289256 · % of assets, Fixed fees · $436.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Jacksonville? 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.