Difi Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,800,000
Total clients
16
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$175,000
About
DiFi Advisory is an Oregon‑registered, single‑advisor independent firm that provides discretionary and non‑discretionary portfolio management and standalone financial planning and consulting to individual clients, including some higher‑net‑worth households. The firm manages roughly $2.8 million for a small client base and may recommend private pooled investment vehicles when they are suitable and the client meets eligibility requirements.
The firm uses a blend of analytical methods — including fundamental, technical, cyclical, and economic analysis — and offers ESG screening upon client request, delivering written financial plans or shorter consultations depending on client needs. In addition to standard account reporting, DiFi issues periodic written communications (such as annual material‑change summaries and completed financial plans) and conducts occasional educational presentations and paid speaking engagements as part of its client education efforts.
Noteworthy distinctions include a December 2025 agreement under which the firm receives a flat $2,000 fee for each qualified introduction to Purpose Driven Capital or its private funds; the brochure discloses this creates a conflict of interest and describes supervisory review and disclosure measures the firm uses to mitigate it. Combined with its very small scale, the firm’s mix of private‑fund introductions limited to accredited investors, formal written plans, and publicly offered educational programming makes its service profile atypical among solo independent advisors.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Fee options
Financial planning flat fees ranging from $4,000 to $16,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.85% $5,000,001 - No Maximum: 0.70%
$250 to $300 per hour for financial consulting consultations
Fee-only: Financial planning flat fees from $4,000 to $16,000; consulting fees $250 to $300 per hour for 60-90 minute consultation
Main office location
Difi Advisory
Salem OR, United States
Number of offices
1
Most active in
Difi Advisory has reported serving >5 clients in these states in the last 12 months.
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
Quick links
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