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Ron Barry, PhD, CFP®

Willamette Financial Advisors, LLC

5335 SW Meadows Road
Suite 240

Lake Oswego, OR 97035
(503) 4068909

Personalized Advice from Trusted Advisors

About Willamette Financial Advisors, LLC

Willamette Financial Advisors, LLC (WFA), is a small, personalized boutique RIA registered with the SEC. WFA is a fee-based firm that provides investment advisory and wealth management services to nationwide clientele. WFA honors and celebrates diversity. We welcome individuals of every race, language, ethnicity, origin, ability, sexual orientation, gender expression, marital status, and life situation.

General Information

Firm Start Year

2014

No.of Employees

5-9

CRD#

4775322

Firm CRD#

173482

Insurance License#

7930253

Name of Broker/Dealer

N/A

Name of Custodial Firm

TD Ameritrade Institutional

Years of Experience in Financial Services

17

Number of Years with Current Firm

6

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, Via phone, At your office, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Insurance and Annuity Licenses

Variable Annuity, Life, Health, Long Term Care, Variable Life

Firm Information

Firm's Number of Clients

248

Firm's Number of Planning Clients

26

Firm's Number of Managed Clients

222

Assets Managed by Firm

$120,000,000

Advisor's Number of Clients

94

Advisor's Number of Managed Clients

72

Advisor's Number of Planning Clients

22

Assets Managed by Advisor

$44,000,000

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Fee % Based on Assets

0.7 - 1.0

Additional Details on Charges

For managed accounts, annual fees ranging from 1.0% down to 0.7% are charged quarterly, based on assets under management (AUM). The range of fees charged are calculated using AUM breakpoints, with decreasing percentages charged based on increasing AUM. Household AUMs are aggregated to further reduce annual fees charged to client accounts. Financial planning fees are based on the lessor of either an hourly rate or a predetermined fixed quote per financial plan or project.

Minimum Fee Charged for Managed Accounts

$500

Disclosures

https://www.willamettefinancialadvisors.com/images/adv.pdf

Disclaimer

Willamette Financial Advisors, LLC (WFA) offers securities investments through TD Ameritrade, Inc. (Member FINRA/SIPC). WFA is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any level of skill or training.