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 Medford is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Medford & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Medford, Oregon, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and non-vetted financial advisors in Medford, Oregon, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Medford, Oregon have an average of 0 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 |
---|---|---|---|---|
FIDELIS IM 3551 E. Barnett Road, Suite 107 Medford, OR, 97504 | 162985 | $183,305,940 | 458 | A Percentage of AUM |
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS 2436 W. Main Street, Medford, OR, 97501 | 152930 | $147,842,060 | 1258 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CO-ADVISOR & SOLICITOR FEES) |
OREGON PACIFIC WEALTH MANAGEMENT 3250 Hillcrest Park Drive, Suite 102 Medford, OR, 97504 | 283958 | $135,000,000 | 506 | A Percentage of AUM, Hourly charges |
OREGON PACIFIC FINANCIAL ADVISORS INC 210 West 8th Street, Medford, OR, 97501-3171 | 110176 | $120,456,645 | 769 | A Percentage of AUM, Hourly charges, Fixed Fees |
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