Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Hood River has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Hood River, Oregon have an average of 0 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 116 3rd Street, Suite 313, Hood River, OR, 97031 | $5,287,126,759 | 545 | 12 | A percentage of AUM, Fixed fees |
2 | 1313 Belmont Ave., Hood River, OR, 97031 | $141,463,083 | 1049 | 3 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 107784
Assets Under Management $5,287,126,759
No. Of Clients545
Clients Per Financial Advisor45
NORTHSIDE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Hood River, Oregon. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 545 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 322424
Assets Under Management $141,463,083
No. Of Clients1049
Clients Per Financial Advisor350
CROWN POINT WEALTH ADVISORS is a financial advisory firm situated in Hood River, Oregon. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1049 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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