Horst & Graben Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$920,067,465
This total excludes 12 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
1,299
17% high-net worth
Total advisors
4
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
325
Average account size
$708,289
About
Horst & Graben serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non‑discretionary portfolio management, standalone financial planning (including retirement and estate planning), and educational workshops for investors.
The firm builds plans from client consultations, a client data sheet and a risk‑tolerance questionnaire, then tailors portfolios around tax considerations, stated objectives, and cash‑flow needs. Its investment approach emphasizes tactical asset allocation, diversification, active rebalancing, and a mix of long‑ and short‑term holdings, with accounts reviewed at least quarterly and written plans or rollover guidance provided where appropriate.
What is distinctive is the scale of assets and client load managed by a compact team: the firm manages roughly $920 million with a small advisor group, yielding an unusually high number of clients and AUM per advisor compared with peers, which can influence how services are delivered. The firm also maintains arrangements to monitor certain legacy held‑away accounts and some advisory personnel are licensed to sell insurance, both of which are disclosed as potential conflicts and are addressed through the firm’s fiduciary and disclosure practices.
Client services
Financial planning
Portfolio management
Educational classes
Expertise
General retirement planning
Fee options
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)
Main office location
Horst & Graben Wealth Management, LLC
6600 Sw 92 Nd Ave, Suite 210
Portland OR 97223, United States
Number of offices
2
Most active in
Horst & Graben Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Florida · Idaho · Montana · New Hampshire · Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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