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CLS Financial Advisors, Inc.

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Client assets under management

$191,992,677

Clients

87

51% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

29

Low

Average account size

$2,206,812

About

CLS Financial Advisors serves individuals, including high‑net-worth clients, professionals, business owners, corporate executives and retirees, offering wealth management, portfolio management and limited consulting/financial planning. The firm provides ongoing planning that covers retirement projections, estate planning coordination, tax-aware planning and investment management using mutual funds, ETFs, individual securities and fixed‑income instruments.

The firm’s investment approach emphasizes the science of the capital markets, building broadly diversified portfolios and using systematic strategies (notably employing Dimensional Fund Advisors mutual funds), periodic rebalancing, and risk‑tolerance technology to tailor allocations to each client. Tax‑managed fund choices and environmentally sustainable options are available, and CLS coordinates employer retirement plan decisions with clients’ broader portfolios as part of an integrated planning process that includes biannual reviews.

A distinctive feature is the firm’s affiliation with a public accounting practice: its principals hold CPA credentials and one is a shareholder in an accounting firm, and some staff provide part‑time accounting and tax services to clients (the firms do not charge referral fees). That combination of in‑house accounting expertise, explicit tax considerations in portfolio design, and a DFA‑driven, systematic investment process is uncommon among similarly sized, fee‑only advisory firms.

Client services

Financial planning Portfolio management

Expertise

General retirement planning College savings (529s, UTMA, etc.) Wealth management Tax-loss harvesting

Occupation focus

Executive Founder/Business Owner Retired

Fee options

Fixed

Fixed consulting fees typically ranging from $1,000 to $10,000

Percentage

$0 - $1,000,000: 1.25% per annum or $9,000, whichever is less $0 - $1,000,000: $9,000 flat fee $1,000,000 - $3,500,000: 0.75% $3,500,000+: 0.50%

Project-based

$350 per hour for consulting services

Other

Account minimum: $720,000 Minimum fee: $9,000 annual minimum fee Fee-only: Fee-only compensation; no commissions or third-party fees received

Main office location

CLS Financial Advisors, Inc.

9700 Sw Capitol Hwy, Suite 285

Portland OR 97219-5292, United States

Number of offices

3

Most active in

More info

California · Oregon · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (503) 244-8879

Advisors at this firm

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user avatar

Sarah L

PFS™

Portland, OR

CLS Financial Advisors, Inc.

Sarah Lane is a PFS™ credentialed financial advisor with eight years of industry experience. She is affiliated with CLS Financial Advisors, Inc. and Schultz Group CPAs, PC, where she has worked since 2016. Prior to that, she spent a year at Portland State University. CLS Financial Advisors serves individuals, high-net-worth clients, and trusts, typically working with professionals, business owners, corporate executives, and retirees. The firm utilizes broadly diversified, systematic portfolios based on capital-markets research and integrates tax-sensitive and sustainable investment options according to client preferences.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Tax-loss harvesting Executive Founder/Business Owner Retired
user avatar

Stephanie L

Series 65

Portland, OR

CLS Financial Advisors, Inc.

Stephanie Lum is a financial advisor at CLS Financial Advisors, Inc. in Lake Oswego, OR, with one year of industry experience. She holds a Series 65 designation and has been with CLS Financial Advisors since 2008. Outside of her advisory role, she serves as treasurer and executive board member for Reading Results, a nonprofit providing early elementary school reading tutors to underserved communities in Portland, OR. CLS Financial Advisors serves individuals, high-net-worth individuals, and trusts, typically working with professionals, business owners, corporate executives, and retirees. The firm employs a broadly diversified, systematic investment approach grounded in capital-markets research and integrates tax-sensitive and sustainable investment options according to client preferences.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Tax-loss harvesting Executive Founder/Business Owner Retired
user avatar

Ryan G

PFS™, Series 66

Portland, OR

CLS Financial Advisors, Inc.

Ryan Genor is a financial advisor at CLS Financial Advisors, Inc. in Portland, OR, holding the PFS™ designation and Series 66 license with 10 years of industry experience. He has been with CLS Financial Advisors since 2012 and is also affiliated with Schultz Group CPAs, PC. Outside of his advisory role, Genor coaches the ski team at Jesuit High School. CLS Financial Advisors serves individuals, high-net-worth clients, and trusts, focusing on professionals, business owners, corporate executives, and retirees. The firm employs a broadly diversified, systematic investment approach grounded in capital-markets research and integrates tax-sensitive and sustainable investment options tailored to client preferences.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Tax-loss harvesting Executive Founder/Business Owner Retired
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