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 Trusts & Estates advisors in OR, BEND
18 advisers found
AUM
$579.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
541-388-9888
AUM
$266.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541-330-0266
ELEVATION CAPITAL ADVISORY
Bend, OR
AUM
$252.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(541) 728-0321
COPIA WEALTH MANAGEMENT
Bend, OR
AUM
$157.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
541-647-2545
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
NORTHWIND FINANCIAL LLC
Bend, OR
AUM
$105.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541-318-7871
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
2260 WEST
Bend, OR
AUM
$76.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(541) 707-2260
STRATEGY CAP, LLC
Bend, OR
AUM
$64.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-585-3737
BRUNO MOUNTAIN ADVISORY, LLC
Bend, OR
AUM
$37.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
541-610-7992
AUM
$29.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541-610-6901
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
STRATEGIC WEALTH MANAGEMENT, LLC
Bend, OR
AUM
$18.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
541-385-6263
HENDERSON ASSET MANAGEMENT, LLC
Bend, OR
AUM
$7.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
360-608-8650