Question 1

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

Accepted Answer

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.

Question 2

How can I pick a good financial advisor?

Accepted Answer

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.

Question 3

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

Accepted Answer

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.

Question 4

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

Accepted Answer

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.

Question 5

What type of financial advisor do I need?

Accepted Answer

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.

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC 101 East Broadway Suite 480, Eugene, OR, 97401	159419	$1,255,654,705	592	A percentage of AUM, Fixed fees
ROEHL & YI INVESTMENT ADVISORS, LLC 450 Country Club Road, Suite 200 Eugene, OR, 97401	109258	$809,789,904	1631	A percentage of AUM, Hourly charges, Fixed fees
SITTNER & NELSON, LLC 497 Oakway Road, Suite 300 Eugene, OR, 97401	309757	$804,784,566	1456	A percentage of AUM, Hourly charges, Fixed fees
44 WEALTH MANAGEMENT LLC 2350 Oakmont Way, Suite 104, Eugene, OR, 97401	309647	$468,953,240	1197	A percentage of AUM, Hourly charges
MARTIN CAPITAL PARTNERS, LLC 940 Willamette St, Suite 350, The Woolworth Building Eugene, OR, 97401	153452	$332,970,000	670	A percentage of AUM
INTEGRITY WEALTH LLC 576 Olive Street, Suite 303 Eugene, OR, 97401	330809	$260,316,725	764	A percentage of AUM, Fixed fees
GO WEALTH MANAGEMENT 4710 Village Plaze Loop, Suite 240 Eugene, OR, 97401	290254	$165,634,211	446	A percentage of AUM, Hourly charges, Fixed fees

Find The Best Financial Advisors in Eugene, Oregon

How To Find The Best Financial Advisors in Eugene, Oregon
Last Updated - 13-Jun-2023

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Top Financial Advisor Firms in Eugene, Oregon (Ranked by AUM)

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