Finding a Top Financial Advisor in Bend, Oregon
If you’re trying to find the right financial advisor in Bend, Oregon, you'll need to do some serious digging in government databases and reading of fine print. Or you could just read our review of the top five financial advisor firms in Bend. These firms are the largest in the city, work with individuals, provide financial planning and have clean records.
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We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | JGP Wealth Management, LLC  Find an Advisor | $1,431,772,908 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 2 | Northwest Quadrant Wealth Management  Find an Advisor | $579,712,539 | $250,000 |
| Minimum Assets$250,000Financial Services
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| 3 | Elevation Capital Advisory  Find an Advisor | $252,899,443 | $100,000 |
| Minimum Assets$100,000Financial Services
|
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| 4 | Capstone Wealth Management Group, LLC  Find an Advisor | $266,054,369 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
|
| 5 | Cascade Financial Strategies  Find an Advisor | $150,876,230 | None |
| Minimum AssetsNoneFinancial Services
|
| 6 | Axiom Wealth Strategies, LLC  Find an Advisor | $124,726,210 | $300,000 |
| Minimum Assets$300,000Financial Services
|
| 7 | True Wealth Group  Find an Advisor | $151,410,600 | None |
| Minimum AssetsNoneFinancial Services
|
What We Use in Our Methodology
To find the top financial advisors in Bend,, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
JGP Wealth Management
JGP Wealth Management is a fee-only firm that holds more assets under management (AUM) than any other firm on our list. The firm also maintains the lowest amount of clients per advisor. The firm offers services such as portfolio managmeent, financial planning and consulting to a variety of clients. Its clients include individuals, high-net-worth individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, corporations and more.
The fees charged for portfolio management don't typicall exceed 1.50% annually of the total AUM invested with the firm. The maximum hourly rate for planning and consulting services is $350, while any flat fees charged for servcies won't exceed $50,000.
The firm maintains five foundational investment strategies that are current income, fixed income, focused growth, satellite and dividend growth. These strategies are tailored to each client based on individual needs, goals and total risk tolerance.
Northwest Quadrant Wealth Management
Northwest Quadrant Wealth Management tops our list with the largest amount in assets under management (AUM). Its advisors can take over existing accounts or establish financial plans that address such areas as estate planning and retirement savings. In addition, Northwest Quadrant offers pension consulting services to employer plan sponsors on a one-time basis. The firm may provide assistance around investment menu options, plan structure and participant education.
The firm requires a $250,000 account minimum. However, it could waive this requirement on a case-by-case basis. Northwest also charges an annual percentage of assets under management, ranging from 0.75% to 1.5%. In addition to individuals, the firm works with high-net-owrth individuals, pensions and profit-sharing plans.
Northwest Quadrant constructs investment portfolios based on the client’s risk tolerance, time horizon and other financial factors. The firm generally turns to exchange-traded funds (ETFs), mutual funds, individual stocks, bonds and other securities when implementing asset allocation strategies.
Elevation Capital Management
Elevation Capital Management, LLC (ECA) manages assets for individuals and high-net-worth individuals, as well as pension and profit sharing plans and charitable organizations. Client services include retirement income planning, long-term care, asset protection and estate planning.
As a fee-based firm, some of ECA’s advisory professionals may receive commissions for the sale of securities, insurance and other investment products. While this may pose a conflict of interest, the firm’s fiduciary duty mandates that all of its professionals put client interests first.
ECA requires a minimum of $100,000 to open an account. The firm also charges an annual investment advisory fee that is typically 1.5% of the total assets under management.
ECA relies on security analysis, technical analysis and charting analysis to develop and track client investment strategies. Typical financial planning areas focus on financial goals, personal net worth statement, cash flow analysis, retirement strategy, long-term investments, tax reduction and estate preservation.
Capstone Wealth Management Group
Capstone Wealth Management Group, LLC is a fee-only firm that was founded in 2003. The firm offers services such as discretionary and non-discretionary portfolio management, financial planning and wealth management to a variety of clients. Its clients include individuals, high-net-worth individuals, corporations, other businesses, IRAs and ERISA accounts.
Capstone uses fundamental analysis, technical analysis, asset allocation, mutual fund and ETF analysis, and third-party manager analysis to develop client investment strategies. Portfolios may include stocks, bonds, money market instruments, U.S. Treasurys, exchange-traded funds (ETFs), mutual funds and other securities. Its financial planning services may address budgeting, tax and cash flow, investments, insurance, retirement, death and disability planning, and estate planning.
Cascade Financial Strategies
Cascade Financial Strategies is a fee-only firm that works with individuals, high-net-worth individuals, trusts, charitable organizations, pensions, profit-sharing programs, corporations, LLCs and other business types. The primary services at the firm are portfolio management and financial planning.
Both portfolio management and consulting fees at the firm range annually from 0.50% to 1.50% of assets under management (AUM). For financial planning, fees are calculated on an hourly basis and range from $250 to $350 per hour.
The firm uses a variety of investment strategies that depends on the client's goals and overall risk tolerance of the account. Some strateiges utilized include long-term purchases, short-term purchases, trading, short sales, margin transactions, option writing and more.
Axiom Wealth Strategies
Axiom Wealth Strategies, LLC is a fee-based firm headquartered in Bend, Oregon, with an additional office in Moscow, Idaho. The firm works with individuals, high-net-worth individuals, families, pension and profit-sharing plans, trusts, charitable organizations, corporations and other businesses. Client services include strategic wealth management, financial planning, general non-securities advice, 401(k) facilitation, tax-related services through an affiliated entity and generational wealth planning.
As a fee-based firm, some of Axiom Wealth Strategies’ advisory professionals may receive compensation through arrangements involving LPL Financial, Guideline 401k and Axiom Tax Strategies, LLC. While this may pose a conflict of interest, the firm’s fiduciary duty mandates that all of its professionals put client interests first.
Axiom Wealth Strategies generally requires a minimum account balance of $300,000, though the firm may waive this requirement at its discretion. The firm charges asset-based fees for strategic wealth management, as well as flat or hourly fees for financial planning.
Axiom Wealth Strategies uses fundamental, technical and cyclical analysis when evaluating investments. Its strategies may include long-term purchases, short-term purchases, trading and options strategies, including covered calls, calls, puts and spreads. Typical financial planning areas may include budgeting, tax and cash flow, investments, retirement, insurance needs, estate planning and education funding.
True Wealth Group
True Wealth Group is a fee-based firm that offers a variety of services including invesmtent management, financial planning and retirement advisory. The advisors at the firm work with a variety of clients that include individuals, families, high-net-worth indvidiuals, trusts, estates, businesses and retirement plans.
Fees at the firm can vary depending on the type of service, but investment management fees range from 0.50% to 1.75% annually depending on assets under management (AUM) with the firm. Consulting services require an hourly charge of $400.
The firm will work with each indvidual client to determine the right investment approach. The things considered include the current financial situation of the client, investment goals, current and long-term needs, risk tolerance and the level of investment knowledge of that client.
