2260 West

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Client assets under management

$76,186,243

Clients

35% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,771,773

About

2260 West provides financial planning, wealth management, and discretionary portfolio management to individuals, families, trusts, estates, and small businesses in Oregon and Washington. Services include personal and business financial planning, implementation and monitoring of investment strategies, and hourly financial consulting engagements.

The firm builds client-specific Investment Policy Statements and manages portfolios across stocks, mutual funds, and ETFs using a mix of fundamental, technical, quantitative analysis and modern portfolio theory, with both long‑term and short‑term trading. 2260 West may work with third‑party advisers and uses outsourced back‑office and model portfolio support for selected client accounts.

A distinctive feature is the firm’s affiliation with an accounting practice: the firm’s owners are licensed CPAs who also own a local accounting firm, and the advisor discloses overlapping clients and periodic referrals to accounting professionals (with disclosures about the potential conflict of interest and no referral compensation). The adviser also highlights business‑focused planning—acquisitions, succession planning, ESOPs/ISOs, and start‑up assistance—which, together with a relatively small client base and roughly $76 million in assets under management by a four‑person team, suggests an emphasis on integrated tax, business, and investment planning for owner‑clients.

Client services

Financial planning Portfolio management

Expertise

General retirement planning College savings (529s, UTMA, etc.) Business sale tax planning Cash flow / budgeting

Fee options

Fixed

Minimum initial financial planning fee of $3,000 (calculated at $450/hour); actual fee agreed in writing prior to engagement

Percentage

$0 - $300,000: 1.50% $300,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.50%

Project-based

$450/hour for financial consulting and financial planning services

Other

Account minimum: $300,000 Fee-only: Fee-only advisory firm; no commissions or third-party compensation

Main office location

2260 West

2796 Nw Clearwater Dr

Bend OR 97703, United States

Number of offices

Most active in

Oregon · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, 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.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (541) 707-2260

Advisors at this firm

Chelsea M

CFP®

Bend, OR

2260 West

Chelsea Mayer is a CFP® professional with five years of industry experience, currently serving as a financial advisor at 2260 West in Bend, Oregon. She also works as a staff CPA at Patrick Casey & Co. LLP, where she prepares various income tax returns and handles accounting-related functions. Prior to joining 2260 West, Mayer spent a year at Moss Adams LLP. 2260 West provides financial planning, wealth management, and discretionary portfolio management to individuals, families, trusts, estates, and small businesses in Oregon and Washington. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory to manage client portfolios and emphasizes integrated tax, business, and investment planning through its affiliation with a local accounting practice.

General retirement planning College savings (529s, UTMA, etc.) Business sale tax planning Cash flow / budgeting

Cameron T

CFP®

Bend, OR

2260 West

Cameron Tonning is a CFP® professional with four years of industry experience, currently serving at 2260 West in Bend, OR. His prior experience includes roles at Patrick Casey & Co. LLP, Capstone Certified Public Accountants, LLC, and KPMG. 2260 West provides financial planning, wealth management, and discretionary portfolio management to individuals, families, trusts, estates, and small businesses in Oregon and Washington. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory and offers business-focused planning services, supported by an affiliation with a local accounting practice.

General retirement planning College savings (529s, UTMA, etc.) Business sale tax planning Cash flow / budgeting

Kyle D

CFP®

Bend, OR

2260 West

Kyle Dover is a CFP® professional with five years of experience at 2260 West, a four-advisor firm based in Bend, Oregon. He is also a full-time CPA at Patrick Casey & Co. LLP, focusing on tax compliance and preparation. 2260 West provides financial planning, wealth management, and discretionary portfolio management to individuals, families, trusts, estates, and small businesses in Oregon and Washington. The firm combines fundamental, technical, quantitative analysis, and modern portfolio theory to manage portfolios and emphasizes integrated tax, business, and investment planning through its affiliation with a local accounting practice.

General retirement planning College savings (529s, UTMA, etc.) Business sale tax planning Cash flow / budgeting

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