Find The Best Financial Advisors in Bend, Oregon

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 The Best Financial Advisors in Bend, Oregon
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Bend, Oregon, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 11 non-vetted financial advisors in Bend, Oregon, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bend, Oregon have an average of 15 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Bend, Oregon

Neal Richards

Axiom Wealth Strategies

541-728-1285

Address

243 SW Scalehouse Loop,
Ste 5B,
Bend, OR 97702 See Details

Top Financial Advisor Firms in Bend, 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	$1,728,004,990	418	A percentage of AUM, Fixed fees
JGP WEALTH MANAGEMENT, LLC 2838 Nw Crossing Drive, Suite 213 Bend, OR, 97703	290694	$1,078,423,597	2682	A percentage of AUM, Hourly charges, Fixed fees
NORTHWEST QUADRANT WEALTH MANAGEMENT 650 Sw Bond St., Suite 250 Bend, OR, 97702	158455	$533,960,987	1741	A percentage of AUM
ASCENT CAPITAL 395 Sw Bluff Drive, Ste 200 Bend, OR, 97702	131423	$391,477,045	1094	A percentage of AUM, Hourly charges, Fixed fees
MY LEGACY ADVISORS, LLC 35 Nw Hawthorne Ave, Bend, OR, 97703	290675	$374,091,174	445	A percentage of AUM, Hourly charges, Fixed fees
STONEPINE CAPITAL MANAGEMENT, LLC 919 Nw Bond St., Suite 204 Bend, OR, 97703	139891	$347,828,196	1	A percentage of AUM, Performance Based
ELEVATION CAPITAL ADVISORY 775 Sw Bonnett Way, Suite 220 Bend, OR, 97702	171473	$241,169,331	1733	A percentage of AUM, Fixed fees
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 404 Sw Columbia St., Suite 230 Bend, OR, 97702-3453	128097	$204,552,225	713	A percentage of AUM, Hourly charges, Fixed fees
COPIA WEALTH MANAGEMENT 572 Sw Bluff Drive #100, Bend, OR, 97702	281873	$122,808,687	757	A percentage of AUM
TRUE WEALTH GROUP 750 Nw Charbonneau Street, Suite 201 Bend, OR, 97703	332426	$108,334,322	449	A percentage of AUM, Hourly charges
SUNDOWNER CAPITAL MANAGEMENT LLC 725 Nw Broadway Street, Bend, OR, 97703	146253	$94,117,398	156	A percentage of AUM

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