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Find Retirement Advisors for Retirement Planning in Bend, Oregon

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 you 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 registrations check. 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 - October 30, 2024

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

advisor-photo
vector.svg VERIFIED

Neal Richards
Axiom Wealth Strategies

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

Minimum Assets Required
$50,000

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ASI WEALTH MANAGEMENT & CONSULTING SERVICES
15 Sw Colorado, Suite 280
Bend, OR, 97702-1129
$1,465,727,75741217
A Percentage of AUM, Fixed Fees
2
JGP WEALTH MANAGEMENT, LLC
2838 Nw Crossing Drive, Suite 213
Bend, OR, 97703
$888,913,792240419
A Percentage of AUM, Hourly charges, Fixed Fees
3
NORTHWEST QUADRANT WEALTH MANAGEMENT
650 Sw Bond St., Suite 250
Bend, OR, 97702
$391,987,28817676
A Percentage of AUM, Hourly charges, Fixed Fees
4
ASCENT CAPITAL
395 Sw Bluff Drive, Ste 200
Bend, OR, 97702
$348,604,75811268
A Percentage of AUM, Hourly charges, Fixed Fees
5
MY LEGACY ADVISORS, LLC
35 Nw Hawthorne Ave,
Bend, OR, 97703
$298,490,58842610
A Percentage of AUM, Hourly charges, Fixed Fees
6
STONEPINE CAPITAL MANAGEMENT, LLC
919 Nw Bond St., Suite 204
Bend, OR, 97703
$271,520,03115
A Percentage of AUM, Performance Based
7
ELEVATION CAPITAL ADVISORY
775 Sw Bonnett Way, Suite 220
Bend, OR, 97702
$191,721,42420528
A Percentage of AUM, Fixed Fees
8
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
404 Sw Columbia St., Suite 230
Bend, OR, 97702-3453
$184,386,4192784
A Percentage of AUM, Hourly charges, Fixed Fees
9
COSTELLO FINANCIAL PLANNING, INC.
61115 Minaret Circle, Suite 250 Office #1
Bend, OR, 97702
$115,657,4763922
A Percentage of AUM, Fixed Fees
10
SUNDOWNER CAPITAL MANAGEMENT LLC
725 Nw Broadway Street,
Bend, OR, 97703
$86,753,5661442
A Percentage of AUM
11
STRATEGY CAP, LLC
360 Sw Powerhouse Drive, Suite 300
Bend, OR, 97702
$48,118,7191142
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Bend, Oregon

QualificationsFirm CRD# 108138

Assets Under Management $1,465,727,757

No. Of Clients412

Clients Per Financial Advisor24

ASI WEALTH MANAGEMENT & CONSULTING SERVICES 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 412 clients. The team consists of 17 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 290694

Assets Under Management $888,913,792

No. Of Clients2404

Clients Per Financial Advisor127

JGP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Bend, Oregon. With a nearly $889M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2404 clients. The team consists of 19 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 158455

Assets Under Management $391,987,288

No. Of Clients1767

Clients Per Financial Advisor295

NORTHWEST QUADRANT WEALTH MANAGEMENT is a financial advisory firm situated in Bend, Oregon. With a nearly $392M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1767 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 131423

Assets Under Management $348,604,758

No. Of Clients1126

Clients Per Financial Advisor141

ASCENT CAPITAL is a financial advisory firm situated in Bend, Oregon. With a nearly $349M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1126 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 290675

Assets Under Management $298,490,588

No. Of Clients426

Clients Per Financial Advisor43

MY LEGACY ADVISORS, LLC is a financial advisory firm situated in Bend, Oregon. With a nearly $298M assets under management, the firm specializes in crafting personalized retirement planning solutions for 426 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 139891

Assets Under Management $271,520,031

No. Of Clients1

Clients Per Financial Advisor0

STONEPINE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bend, Oregon. With a nearly $272M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 171473

Assets Under Management $191,721,424

No. Of Clients2052

Clients Per Financial Advisor257

ELEVATION CAPITAL ADVISORY is a financial advisory firm situated in Bend, Oregon. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2052 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 128097

Assets Under Management $184,386,419

No. Of Clients278

Clients Per Financial Advisor70

CAPSTONE WEALTH MANAGEMENT GROUP, LLC is a financial advisory firm situated in Bend, Oregon. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 278 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 175295

Assets Under Management $115,657,476

No. Of Clients392

Clients Per Financial Advisor196

COSTELLO FINANCIAL PLANNING, INC. is a financial advisory firm situated in Bend, Oregon. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 392 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 146253

Assets Under Management $86,753,566

No. Of Clients144

Clients Per Financial Advisor72

SUNDOWNER CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Bend, Oregon. With a nearly $87M assets under management, the firm specializes in crafting personalized retirement planning solutions for 144 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 323391

Assets Under Management $48,118,719

No. Of Clients114

Clients Per Financial Advisor57

STRATEGY CAP, LLC is a financial advisory firm situated in Bend, Oregon. With a nearly $48M assets under management, the firm specializes in crafting personalized retirement planning solutions for 114 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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