A
Alongside Financial Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,011,337
Total clients
27
41% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$778,198
About
The firm is a fee-only registered investment adviser that provides wealth management services, combining financial planning and investment management for individual and high‑net‑worth clients. It manages about $21 million in client assets across 27 client relationships and offers ongoing planning, goal-setting, and portfolio oversight.
The adviser integrates comprehensive financial planning with portfolio management, setting asset allocation targets and using modern portfolio theory, fundamental analysis, and a blend of passive and active funds. Accounts are typically managed on a discretionary basis, reviewed quarterly, and can be customized with client‑imposed restrictions or socially responsible (ESG) options.
Notable features include a flat 1.00% AUM advisory fee billed quarterly in arrears, a strictly fee‑only compensation model with no commissions or performance‑based fees, and reliance on an institutional custodian platform that provides execution, custody, and business support. As a recently established, CFP‑certified principal‑led firm with a concentrated client roster and modest AUM, the firm operates with a more focused, bespoke practice profile than many larger multi‑advisor peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
ESG / Sustainable investing
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
1.00% annually, paid quarterly in arrears
Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office location
Alongside Financial Partners
Bend OR, United States
Number of offices
1
Most active in
Alongside Financial Partners has reported serving >5 clients in these states in the last 12 months.
California · Oregon
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.
Forms ADV
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