SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
Eugene, OR
AUM
$1.75B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
541-762-0300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OR, EUGENE
13 advisers found
SITTNER & NELSON, LLC
Eugene, OR
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-636-4001
ROEHL & YI INVESTMENT ADVISORS, LLC
Eugene, OR
AUM
$959.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-683-2085
44 WEALTH MANAGEMENT LLC
Eugene, OR
AUM
$487.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Commissions
541-359-0388
INTEGRITY WEALTH LLC
Eugene, OR
AUM
$304.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(541) 650-6061
MARTIN CAPITAL PARTNERS, LLC
Eugene, OR
AUM
$290.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
541-636-4170
GO WEALTH MANAGEMENT
Eugene, OR
AUM
$208.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541-338-7631
J.P. CAPITAL MANAGEMENT, INC.
Eugene, OR
AUM
$166.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
541-343-2064
SYMAN-DEGLER GROUP, LLC
Eugene, OR
AUM
$59.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(541) 345-9681
LIFECRAFT FINANCIAL PLANNING, LLC
Eugene, OR
AUM
$54.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
949-287-1621
ISLER WEALTH MANAGEMENT, LLC
Eugene, OR
AUM
$42.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
541-342-5161
INSIGHT INVESTMENT SOLUTIONS
Eugene, OR
AUM
$35.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
541-255-6404
REIGN WEALTH LOGIC
Eugene, OR
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
0
Fees
Fixed fees; SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS
888 448 0006