JS
CFP
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
334 clients
Average Client Portfolio
$7.4M average
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$5M
Financial Planning:Investment management only
Financial Plan Fee:$2,500 - $500,000
Hourly Rate:$250 - $350/hr
Fees are negotiable and may vary based on the scope and duration of services, as well as client size. Asset-based fees range from 0.05% to 1.25% of plan assets. Flat fees range from $2,500 to $500,000 or more. Per-participant fees range from $150 to $250 or more. Hourly fees range from $250 to $350 per hour.
Areas of Practice
Retirement PlanningInvestment Management
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Advisor Information
Office location
200 SW Market Street, Suite 550, Portland, OR, 97201
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 →Employment History
Current Registrations
Deschutes Investment Consulting, LLC
March 2025 - Present · 10 mos
Previous Registrations
Human Investing
October 2021 - October 2024 · 3 yrs
Tmg Wealth Advisors, INC.
May 2021 - April 2022 · 11 mos
Triad Advisors LLCBroker
December 2020 - October 2021 · 10 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.