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Find Best Financial Advisors in Bend, Oregon

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Bend is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Bend & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Bend?

Looking for a qualified financial advisor in Bend? We can help you by narrowing down your options & listing the best financial advisors in Bend as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Bend near you with the list of certified and vetted Bend financial advisors.

List of Qualified Financial Advisors in Bend, Oregon

advisor-photo

Neal Richards

Axiom Wealth Strategies

243 SW Scalehouse Loop
Ste 3B

Bend, OR 97702

541-728-1285

Top Financial Advisor Firms in Oregon (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Asi Wealth Management & Consulting Services
15 Sw Colorado, Suite 280 Bend, OR 97702-1129
108138 $1,633,285,897 1155 A percentage of AUM
Hourly charges
Fixed fees
Northwest Quadrant Wealth Management
650 Sw Bond St., Suite 250 Bend, OR 97702
158455 $441,126,333 1802 A percentage of AUM
Fixed fees
Ascent Capital Management, Llc
2796 Nw Clearwater Dr., Bend, OR 97703
131423 $372,466,324 1101 A percentage of AUM
Hourly charges
Fixed fees
My Legacy Advisors, Llc
35 Nw Hawthorne Ave, Bend, OR 97703
290675 $304,481,152 385 A percentage of AUM
Hourly charges
Fixed fees
Stonepine Capital Management, Llc
919 Nw Bond St., Suite 204 Bend, OR 97703
139891 $257,734,669 1 A percentage of AUM
Performance Based
Northline Wealth Management Llc
15 Sw Colorado Avenue, Suite 4 Bend, OR 97702-1229
150422 $252,719,596 634 A percentage of AUM
Hourly charges
Other ($100 ANNUAL SERVICE FEE)
Elevation Capital Advisory
775 Sw Bonnett Way, Suite 220 Bend, OR 97702
171473 $227,019,487 1195 A percentage of AUM
Fixed fees
Capstone Wealth Management Group, Llc
404 Sw Columbia St., Suite 230 Bend, OR 97702-3453
128097 $198,916,191 267 A percentage of AUM
Fixed fees
Sheppard Wealth Management, Llc
5 Nw Minnesota Ave, Suite 220 Bend, OR 97703
171444 $174,957,161 411 A percentage of AUM
Hourly charges
Costello Financial Planning, Inc.
1001 Sw Disk Drive, Suite 250 Office #1 Bend, OR 97702
175295 $120,149,326 333 A percentage of AUM
Hourly charges
Fixed fees
Sundowner Capital Management Llc
725 Nw Broadway Street, Bend, OR 97703
146253 $109,484,489 132 A percentage of AUM

Additional Financial Advisors in Oregon

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Suzanne Johannsen
Inquire with Suzanne
214 SE Vine Ln, Bend, OR 97702 541-389-2528
Mark Greaney
Inquire with Mark
404 SW Columbia St, Ste 140A Bend, OR 97702 541-382-2354
John-Paul Daly - Ameriprise Financial Services, LLC
Inquire with John-Paul
698 NW York Dr, Ste 100 Bend, OR 97703 503-360-9310
Paul Miller
Inquire with Paul
698 NW York Dr, Ste 100 Bend, OR 97703 503-360-9310
Morgan Stanley Financial Advisors
Inquire with Morgan
705 SW Bonnett Way, Ste 1200 Bend, OR 97702 541-389-1282
Christopher Brewer
Inquire with Christopher
705 SW Bonnett Way, Ste 1200 Bend, OR 97702 541-617-6021
Strassman & Assoc.
Inquire with Strassman
15 SW Colorado Avenue, Suite 250 Bend, OR 97702 541-306-4570
Scott McVeigh
Inquire with Scott
705 SW Bonnett Way, Ste 1200 Bend, OR 97702 541-617-6019
Jeannette P McKenzie
Inquire with Jeannette
705 SW Bonnett Way, Ste 1200 Bend, OR 97702 541-617-6004
Jeffery Harding
Inquire with Jeffery
705 SW Bonnett Way, Ste 1200 Bend, OR 97702 541-617-6005

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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