Advisor at JGC Tax & Wealth Management
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Firm
JGC Tax & Wealth Management
Location
Salem, OR 97301
Credentials
Series 65
Industry experience
7 years
Katie Fallin is a financial advisor with JGC Tax & Wealth Management in Salem, Oregon, holding a Series 65 designation and seven years of industry experience. She has worked at JGC Wealth Management, LLC since 2016 and is also involved with the affiliated accounting firm Johnson, Glaze & Co., PC, where she performs tax preparation and related duties. JGC Tax & Wealth Management provides investment advisory and financial planning services to individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tailored investment approach based on Modern Portfolio Theory and coordinates advisory, tax, and retirement-plan services through its formal affiliation with an accounting firm and a pension consulting provider.
Based on JGC Tax & Wealth Management
Based on JGC Tax & Wealth Management
Retirement Plan Consulting fees typically range from $2,500 to $5,000 depending on complexity, discounted for asset management clients; Financial planning fixed fees require a retainer equal to half the fixed fee with remaining balance billed monthly.
$0 - $249,999: 1.40% annually $250,000 - $499,999: 1.00% annually $500,000 - $749,999: 0.85% annually $750,000 - $1,499,999: 0.70% annually $1,500,000 - $2,999,999: 0.60% annually $3,000,000+: 0.50% annually
Retirement Plan Consulting services at $250 per hour for basic guidance.
Account minimum: $250,000 Fee-only: Financial planning fees $250 per hour, typically $2,500 to $5,000 depending on complexity, discounted for asset management clients.
250 Church Street Se, Ste 100
Salem, OR 97301
California · Oregon
JGC Wealth Management, LLC
2016 - Present (10 years)
Johnson, Glaze & Co, PC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Salem, OR
Collective Wealth Planning
My work as a financial planner is grounded in two core values: growth and connection. I believe financial planning is most powerful when it helps people grow into the next chapter of their lives and reconnect with what matters most to them. I’ve lived in Oregon most of my life, have called Salem home since 2007, and have worked in financial planning since 2013. I bring both technical expertise and deep local knowledge to my work, particularly for retirees and Oregon public employees navigating complex benefit decisions. Money is both practical and emotional, so my approach runs in parallel: we work through the numbers and the human side of financial decisions. My role is not to dictate outcomes, but to serve as a facilitator and guide—helping clients co-create a financial plan that supports their values, priorities, and sense of purpose.
Series 63, Series 66
Salem, OR
Difi Advisory
CFP®, Series 66
Salem, OR
Capital Financial Planners
Series 65
Salem, OR
JH Advisors
Series 66
Salem, OR
JGC Tax & Wealth Management
Series 66
Salem, OR
Capstone Wealth Advisors, LLC
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