JGP WEALTH MANAGEMENT, LLC
Bend, OR
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-446-6450
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OR, BEND
9 advisers found
AUM
$579.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
541-388-9888
TRUE WEALTH GROUP
Bend, OR
AUM
$151.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
541-588-5008
CASCADE FINANCIAL STRATEGIES
Bend, OR
AUM
$150.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
541-678-5475
AXIA WEALTH MANAGEMENT INC
Bend, OR
AUM
$140.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(541) 647-1500
AXIOM WEALTH STRATEGIES, LLC
Bend, OR
AUM
$124.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-389-7777
THALASSA CAPITAL LLC
Bend, OR
AUM
$101.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(541) 323-4969
INTEGRATED CAPITAL PLANNING LLC
Bend, OR
AUM
$29.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-575-9174
GREEN TREE WEALTH, INC
Bend, OR
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
541-550-7443