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 Eugene is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Eugene & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Eugene, Oregon, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in Eugene, Oregon, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Eugene, Oregon have an average of 20 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.
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 | $1,100,577,156 | 565 | A Percentage of AUM, Fixed Fees |
ROEHL & YI INVESTMENT ADVISORS, LLC 450 Country Club Road, Suite 200 Eugene, OR, 97401 | 109258 | $698,816,109 | 1545 | A Percentage of AUM, Hourly charges, Fixed Fees |
SITTNER & NELSON, LLC 497 Oakway Road, Suite 300 Eugene, OR, 97401 | 309757 | $675,616,132 | 1400 | A Percentage of AUM, Hourly charges, Fixed Fees |
44 WEALTH MANAGEMENT LLC 2350 Oakmont Way, Suite 104, Eugene, OR, 97401 | 309647 | $441,552,209 | 1197 | A Percentage of AUM, Hourly charges |
MARTIN CAPITAL PARTNERS, LLC 940 Willamette St, Suite 350, The Woolworth Building Eugene, OR, 97401 | 153452 | $326,838,652 | 623 | A Percentage of AUM |
GO WEALTH MANAGEMENT 1075 Washington Street, Suite 200 Eugene, OR, 97401 | 290254 | $108,928,654 | 338 | A Percentage of AUM, Hourly charges, Fixed Fees |
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