BB
CFP

Blaine William Butcher

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
165 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

Financial Plan Fee:Up to $15,000
Hourly Rate:$150 - $400/hr

Management service fees are up to 1.85% annually, based on factors like investment types and relationship size. Fees may be negotiable. Financial planning fees range from $150 to $400 per hour or are offered as fixed fees. Ongoing financial planning and consulting fees range up to $15,000 per quarter. Retirement plan advisory fees are up to 1.25% annually.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

51605 Columbia River Hwy, Scappoose, OR, 97056

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Regulatory 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.

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Other Business Activities

Blaine is dually-registered as an Investment Advisor Representative with Sommers Financial Management LLC and Wealthcare Advisory Partners, LLC on a transitional basis.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Sommers Financial Management
July 2020 - February 2023 · 2 yrs 7 mos
Victory Capital Services, INC.Broker
November 2019 - March 2020 · 4 mos
Edward Jones
June 2018 - July 2019 · 1 yr 1 mo
Edward Jones Broker
May 2018 - July 2019 · 1 yr 2 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.