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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 - April 19, 2024Bend 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
VERIFIEDNeal 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 11 Retirement Planning firms in Bend, Oregon (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ASI WEALTH MANAGEMENT & CONSULTING SERVICES 15 Sw Colorado, Suite 280 Bend, OR, 97702-1129 | $1,465,727,757 | 412 | 17 | A Percentage of AUM, Fixed Fees |
| 2 | JGP WEALTH MANAGEMENT, LLC 2838 Nw Crossing Drive, Suite 213 Bend, OR, 97703 | $888,913,792 | 2404 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | NORTHWEST QUADRANT WEALTH MANAGEMENT 650 Sw Bond St., Suite 250 Bend, OR, 97702 | $391,987,288 | 1767 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | ASCENT CAPITAL 395 Sw Bluff Drive, Ste 200 Bend, OR, 97702 | $348,604,758 | 1126 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | MY LEGACY ADVISORS, LLC 35 Nw Hawthorne Ave, Bend, OR, 97703 | $298,490,588 | 426 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | STONEPINE CAPITAL MANAGEMENT, LLC 919 Nw Bond St., Suite 204 Bend, OR, 97703 | $271,520,031 | 1 | 5 | A Percentage of AUM, Performance Based |
| 7 | ELEVATION CAPITAL ADVISORY 775 Sw Bonnett Way, Suite 220 Bend, OR, 97702 | $191,721,424 | 2052 | 8 | A Percentage of AUM, Fixed Fees |
| 8 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC 404 Sw Columbia St., Suite 230 Bend, OR, 97702-3453 | $184,386,419 | 278 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | COSTELLO FINANCIAL PLANNING, INC. 61115 Minaret Circle, Suite 250 Office #1 Bend, OR, 97702 | $115,657,476 | 392 | 2 | A Percentage of AUM, Fixed Fees |
| 10 | SUNDOWNER CAPITAL MANAGEMENT LLC 725 Nw Broadway Street, Bend, OR, 97703 | $86,753,566 | 144 | 2 | A Percentage of AUM |
| 11 | STRATEGY CAP, LLC 360 Sw Powerhouse Drive, Suite 300 Bend, OR, 97702 | $48,118,719 | 114 | 2 | 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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Bend, Oregon
- Retirement Planners in Eugene, Oregon
- Retirement Planners in Lake Oswego, Oregon
- Retirement Planners in Portland, Oregon
Looking for more choices? Use our free match service to compare retirement planners serving your area.