Advisor at Horst & Graben Wealth Management, LLC
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Rebecca Phillips is a CFP® professional with over eight years of experience in financial services. She has been with Horst & Graben Wealth Management, LLC since 2023 and previously worked at Hotel California by the Sea and Starbucks. Horst & Graben Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a tactical asset allocation approach with diversified portfolios and emphasizes risk control through diversification, tax considerations, and regular portfolio monitoring.
Based on Horst & Graben Wealth Management, LLC
Fixed fees for financial planning: $2,000 initial plan, $400 per additional scenario, $400 for investment reviews, $400 for budget review, $200 for debt reduction plan
$25,000 - $99,999: 1.60% $100,000 - $249,999: 1.40% $250,000 - $499,999: 1.375% $500,000 - $749,999: 1.25% $750,000 - $1,249,999: 1.00% $1,250,000 - $1,999,999: .90% $2,000,000 - $4,999,999: .75% $5,000,000 - $24,999,999: .60% $25,000,000+: .40%
Account minimum: $500,000 Minimum fee: Minimum annual fee of $400 for investment management services Fee-only: Fixed fee financial planning starting at $2,000 for initial plan, plus additional fees for scenarios and reviews ($400 each)
6600 Sw 92 Nd Ave, Suite 210
Portland, OR 97223
Oregon
Horst & Graben Wealth Management
2026 - Present (1 year)
Horst & Graben Wealth Management
2023 - 2026 (3 years)
Hotel California by the Sea
2016 - 2023 (7 years)
Starbucks
2015 - 2016 (1 year)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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
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Other specialized services
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