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Eldon Reese Advisory Group

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Client assets under management

$59,080,400

Clients

302

17% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

101

High

Average account size

$195,630

About

Eldon Reese Advisory Group works with individuals and families—including high-net-worth and non‑HNW clients—as well as employer plan sponsors. The firm offers financial planning and coaching, discretionary portfolio management, business consulting for owner‑clients, and ongoing retirement plan advisory services.

Investment approach emphasizes long‑term, asset‑allocation based strategies using mutual funds, ETFs, stocks and bonds, with an overall buy‑and‑hold orientation; when active management is appropriate the firm commonly recommends and monitors an outside manager/TAMP relationship. Financial planning and coaching are delivered on a non‑discretionary basis with client‑provided data captured in planning software, while portfolio management is provided on a discretionary basis and tailored to each client’s objectives.

Distinctive elements include a small advisory team managing roughly $60 million in assets and a formal business‑consulting program for business owners that follows a multi‑step process from personal planning through exit planning. The firm also discloses that its advisers are licensed insurance agents (and will receive commissions on insurance sales), and that a material practice change involved moving third‑party managed accounts to AssetMark as an outside manager—features the firm discloses and addresses in its conflicts and oversight procedures.

Client services

Financial planning Portfolio management Selection of other advisers Business consulting services

Expertise

Debt management Cash flow / budgeting Business ownership considerations Business exit / sale strategy General estate planning guidance

Occupation focus

Founder/Business Owner

Fee options

Fixed

Business Consulting Services flat fees per step ranging from $2,400 to $4,800; Component Financial Plan typically $1,000.

Percentage

Under $100,000 - $100,000: 0.80% $100,000 - $500,000: 0.70% $500,000 - $1,000,000: 0.60% $1,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.45% $5,000,000 - $10,000,000: 0.40% Over $10,000,000+: Negotiable

Commissions

Commissions earned on insurance products sold by Investment Adviser Representatives who are also licensed insurance agents.

Project-based

Implied hourly rate for Financial Planning Services is $200/hour.

Subscriptions

Financial Coaching Services: $100 per month, paid monthly in advance.

Other

Fee-only: Financial Planning: $2,400 to $3,600 for Comprehensive Plan; $1,000 for Component Plan; Financial Coaching: $100/month; Business Consulting: $2,400 to $4,800 per step depending on complexity; Employee Retirement Plan Services: 0.25% to 0.75% annual asset-based fee or $20 to $50 per participant annual flat fee.

Main office location

Eldon Reese Advisory Group

4900 Sw Griffith Dr, Suite 103

Beaverton OR 97005, United States

Number of offices

1

Most active in

More info

Oregon · Utah · 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

Quick links

Website (503) 908-6397

Advisors at this firm

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user avatar

Duane B

CFP®, ChFC®, Series 63, Series 65

Beaverton, OR

Eldon Reese Advisory Group

Duane Bolinger is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has worked at Eldon Reese Advisory Group since 2022 and previously spent 12 years with Oneamerica Securities and American United Life. Outside of his advisory role, he serves as a board member for the Liberty Fast Break Club, a youth basketball program. Eldon Reese Advisory Group serves individuals, families, business owners, and retirement plan sponsors with financial planning, discretionary portfolio management, and employee retirement plan advisory services. The firm emphasizes asset allocation and a long-term buy-and-hold investment approach, utilizing mutual funds, ETFs, and individual securities, and offers services including financial coaching and business consulting.

Debt management Cash flow / budgeting Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar

Blaine B

Series 63, Series 65

Beaverton, OR

Eldon Reese Advisory Group

Blaine Burnett is a financial advisor with Eldon Reese Advisory Group in Beaverton, OR, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Great Oak Financial Group and Cetera ADVISORS LLC. Outside of advising, he owns and manages a horse barn in Oregon. Eldon Reese Advisory Group serves individuals, families, business owners, and retirement plan sponsors with financial planning, discretionary portfolio management, financial coaching, and business consulting. The firm emphasizes asset allocation and long-term buy-and-hold strategies, often using mutual funds, ETFs, and individual securities, while also offering third-party manager recommendations and a subscription-based financial coaching service.

Debt management Cash flow / budgeting Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar

Spencer D

Series 63, Series 65

Provo, UT

Eldon Reese Advisory Group

Spencer Dickinson is a financial advisor with Eldon Reese Advisory Group in Provo, UT. He holds Series 63 and Series 65 licenses and has under one year of industry experience. His prior work includes roles at Clearstone Associates, Gajardo Wealth Management, and several educational institutions. Eldon Reese Advisory Group serves individuals, families, business owners, and retirement plan sponsors with financial planning, discretionary portfolio management, financial coaching, business consulting, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation and a long-term buy-and-hold strategy using mutual funds, ETFs, and individual securities, and it offers both direct and third-party management solutions.

Debt management Cash flow / budgeting Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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