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Find Retirement Advisors for Retirement Planning in Bend, Oregon

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Bend, Oregon

Last Updated - April 25, 2025

Bend has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Bend, Oregon have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors in Bend, Oregon

VERIFIED

Neal Richards
Axiom Wealth Strategies

Qualifications
CRD# 5426580
Firm CRD# 313124
Series 6, 7, 63, 66

Minimum Assets Required
$50,000

Address

243 SW Scalehouse Loop,
Ste 5B,
Bend, OR 97702 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

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Top 11 Retirement Planning firms in Bend, Oregon (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	15 Sw Colorado, Suite 280 Bend, OR, 97702-1129	$1,728,004,990	418	15	A percentage of AUM, Fixed fees
2	2838 Nw Crossing Drive, Suite 213 Bend, OR, 97703	$1,078,423,597	2682	18	A percentage of AUM, Hourly charges, Fixed fees
3	650 Sw Bond St., Suite 250 Bend, OR, 97702	$533,960,987	1741	6	A percentage of AUM
4	395 Sw Bluff Drive, Ste 200 Bend, OR, 97702	$391,477,045	1094	7	A percentage of AUM, Hourly charges, Fixed fees
5	35 Nw Hawthorne Ave, Bend, OR, 97703	$374,091,174	445	10	A percentage of AUM, Hourly charges, Fixed fees
6	919 Nw Bond St., Suite 204 Bend, OR, 97703	$347,828,196	1	6	A percentage of AUM, Performance Based
7	775 Sw Bonnett Way, Suite 220 Bend, OR, 97702	$241,169,331	1733	8	A percentage of AUM, Fixed fees
8	404 Sw Columbia St., Suite 230 Bend, OR, 97702-3453	$204,552,225	713	4	A percentage of AUM, Hourly charges, Fixed fees
9	572 Sw Bluff Drive #100, Bend, OR, 97702	$122,808,687	757	5	A percentage of AUM
10	750 Nw Charbonneau Street, Suite 201 Bend, OR, 97703	$108,334,322	449	2	A percentage of AUM, Hourly charges
11	725 Nw Broadway Street, Bend, OR, 97703	$94,117,398	156	2	A percentage of AUM

Information on Top Retirement Planning firms in Bend, Oregon

ASI WEALTH MANAGEMENT & CONSULTING SERVICES

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QualificationsFirm CRD# 108138

Assets Under Management $1,728,004,990

No. Of Clients418

Clients Per Financial Advisor28

ASI WEALTH MANAGEMENT & CONSULTING SERVICES is a financial advisory firm situated in Bend, Oregon. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 418 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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JGP WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 290694

Assets Under Management $1,078,423,597

No. Of Clients2682

Clients Per Financial Advisor149

JGP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Bend, Oregon. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2682 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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NORTHWEST QUADRANT WEALTH MANAGEMENT

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QualificationsFirm CRD# 158455

Assets Under Management $533,960,987

No. Of Clients1741

Clients Per Financial Advisor290

NORTHWEST QUADRANT WEALTH MANAGEMENT is a financial advisory firm situated in Bend, Oregon. With a nearly $534M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1741 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

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ASCENT CAPITAL

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QualificationsFirm CRD# 131423

Assets Under Management $391,477,045

No. Of Clients1094

Clients Per Financial Advisor156

ASCENT CAPITAL is a financial advisory firm situated in Bend, Oregon. With a nearly $391M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1094 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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MY LEGACY ADVISORS, LLC

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QualificationsFirm CRD# 290675

Assets Under Management $374,091,174

No. Of Clients445

Clients Per Financial Advisor45

MY LEGACY ADVISORS, LLC is a financial advisory firm situated in Bend, Oregon. With a nearly $374M assets under management, the firm specializes in crafting personalized retirement planning solutions for 445 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

STONEPINE CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 139891

Assets Under Management $347,828,196

No. Of Clients1

Clients Per Financial Advisor0

STONEPINE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bend, Oregon. With a nearly $348M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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ELEVATION CAPITAL ADVISORY

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QualificationsFirm CRD# 171473

Assets Under Management $241,169,331

No. Of Clients1733

Clients Per Financial Advisor217

ELEVATION CAPITAL ADVISORY is a financial advisory firm situated in Bend, Oregon. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1733 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

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CAPSTONE WEALTH MANAGEMENT GROUP, LLC

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QualificationsFirm CRD# 128097

Assets Under Management $204,552,225

No. Of Clients713

Clients Per Financial Advisor178

CAPSTONE WEALTH MANAGEMENT GROUP, LLC is a financial advisory firm situated in Bend, Oregon. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 713 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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COPIA WEALTH MANAGEMENT

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QualificationsFirm CRD# 281873

Assets Under Management $122,808,687

No. Of Clients757

Clients Per Financial Advisor151

COPIA WEALTH MANAGEMENT is a financial advisory firm situated in Bend, Oregon. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 757 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

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TRUE WEALTH GROUP

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QualificationsFirm CRD# 332426

Assets Under Management $108,334,322

No. Of Clients449

Clients Per Financial Advisor225

TRUE WEALTH GROUP is a financial advisory firm situated in Bend, Oregon. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 449 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

SUNDOWNER CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 146253

Assets Under Management $94,117,398

No. Of Clients156

Clients Per Financial Advisor78

SUNDOWNER CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Bend, Oregon. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 156 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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