RN
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
643 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$2.0B
Fee Structure
Fees are calculated as a flat fee, asset-based fee, or a combination of both. Hourly consulting services are also available. Fees depend on portfolio size, scope of work, client location, travel requirements, and number of meetings. Specific fee details are in the client agreement.
Areas of Practice
Retirement Planning
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Advisor Information
Office location
11850 SW 67th Avenue, Suite 100, Portland, OR, 97223
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a board member for River West Church administration since 2019. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Tpg Financial Advisors, LLC
February 2023 - Present · 2 yrs 11 mos
Previous Registrations
Conway Partners
April 2022 - January 2023 · 9 mos
Allium Financial Advisors, LLC
August 2019 - March 2022 · 2 yrs 7 mos
Morgan Stanley
June 2019 - July 2019 · 1 mo
Morgan Stanley Broker
June 2019 - July 2019 · 1 mo
Aequitas Investment Management, LLC
September 2007 - June 2014 · 6 yrs 9 mos
Columbia Management Distributors, INC.Broker
August 2005 - September 2006 · 1 yr 1 mo
Bacap Distributors, LLCBroker
July 2005 - August 2005 · 1 mo
Columbia Financial Center IncorporatedBroker
July 1989 - January 2005 · 15 yrs 6 mos
Dean Witter Reynolds INC.Broker
February 1984 - July 1988 · 4 yrs 5 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.