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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 2950 E. Barnett Road, Medford, OR, 97504 | $269,211,996 | 564 | 3 | A percentage of AUM |
2 | 2436 W. Main Street, Medford, OR, 97501 | $196,560,708 | 1355 | 3 | A percentage of AUM, Hourly charges, Fixed fees, Other (CO-ADVISOR & REFERRAL FEES) |
3 | 3250 Hillcrest Park Drive, Suite 102 Medford, OR, 97504 | $174,925,372 | 556 | 6 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 162985
Assets Under Management $269,211,996
No. Of Clients564
Clients Per Financial Advisor188
FIDELIS IM is a financial advisory firm situated in Medford, Oregon. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 564 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152930
Assets Under Management $196,560,708
No. Of Clients1355
Clients Per Financial Advisor452
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS is a financial advisory firm situated in Medford, Oregon. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1355 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283958
Assets Under Management $174,925,372
No. Of Clients556
Clients Per Financial Advisor93
OREGON PACIFIC WEALTH MANAGEMENT is a financial advisory firm situated in Medford, Oregon. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 556 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.