Advisor at Viento Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Viento Financial Group, LLC
Location
Hood River, OR
Credentials
Series 65
Industry experience
1 year
Eric Albertson is a financial advisor at Viento Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Slalom Consulting and North Highland Consulting. Viento Financial Group serves individual and institutional clients, managing approximately $44.5 million across a range of account types. The firm employs a Strategic Portfolio Balance framework with nine model portfolios and integrates ESG-focused exclusionary screens, including minimizing fossil-fuel exposure, in its discretionary investment approach.
$0.00 - $399,999.99: 2.0% annually $400,000.00 - $444,999.99: 1.8% annually $445,000.00 - $499,999.99: 1.6% annually $500,000.00 - $571,999.99: 1.4% annually $572,000.00 - $666,999.99: 1.2% annually $667,000.00 - $799,999.99: 1.0% annually $800,000.00+: 0.8% annually
$200 per hour for financial planning services if no investment account is maintained.
Fee-only: Hourly fees for financial planning at $200/hr; one financial planning engagement per year included for clients with accounts.
Hood River, OR
Colorado · Oregon · Washington
Viento Financial Group, LLC
2023 - Present (3 years)
Slalom Consulting
2016 - 2024 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Viento Financial Group, LLC
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