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
CFP®
Industry experience
27 years
Ronald Colson is a CFP® professional with 27 years of industry experience. He has led Colson Financial Group, Inc. since 1991 and is currently affiliated with Viento Financial Group, LLC in Hood River, OR. Viento Financial Group serves individual and institutional clients, managing approximately $44.5 million across about 73 client relationships. The firm employs a Strategic Portfolio Balance framework with nine model portfolios and integrates ESG-oriented screens to minimize exposure to fossil fuels and other specified industries.
$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
Colson Financial Group, Inc.
1991 - Present (35 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
CFA®
White Salmon, WA
Trimaran Capital
Series 65
Hood River, OR
Viento Financial Group, LLC
Series 65
Hood River, OR
Crown Point Wealth Advisors
CFP®, Series 66
Hood River, OR
Crown Point Wealth Advisors
CFP®, Series 63, Series 66
Hood River, OR
Nest Financial Planning, LLC
Series 66
Hood River, OR
Crown Point Wealth Advisors
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