Littlejohn Financial Services Inc logo

Littlejohn Financial Services Inc

Updated today

Client assets under management

$163,345,390

Clients

555

7% high-net worth

Advisors

4

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

139

Very High

Average account size

$294,316

About

Littlejohn Financial Services is an SEC‑registered, team‑based advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, businesses, nonprofits and employer retirement plans. The firm provides discretionary portfolio management, financial planning and consulting, and retirement‑plan advisory services that include investment oversight and ERISA‑related fiduciary support.

The team generally follows a long‑term, fundamental‑analysis approach to build diversified portfolios using mutual funds, ETFs, individual equities and fixed income while retaining flexibility to use shorter‑term trades, margin or options when appropriate for client objectives. Advisors work with clients to establish investment policy statements, tailored asset allocations and ongoing monitoring, and they consider trading costs, tax and custodial constraints when selecting fund share classes.

A distinctive feature of the firm is its emphasis on client education: it offers periodic, no‑cost financial workshops/seminars, provides participant enrollment and education tracking for retirement plans, and its principal communicates through a weekly financial radio program. The firm also maintains relationships with multiple custodians and uses institutional platform services to support reporting and administrative functions for client accounts.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Concentrated stock management

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fees based on project, $750 to $2,000 for wills and trust paperwork assistance

Percentage

$5,000 - $50,000: 2.00% $50,000 - $100,000: 1.50% $100,000 - $250,000: 1.40% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $3,000,000: 0.60% $3,000,000+: 0.50%

Project-based

Hourly fees for financial planning or consulting services up to $350/hour

Other

Minimum fee: Minimum engagement fee for financial planning or consulting engagements is $300 Fee-only: Investment advisory fees based on asset tiers as above; financial planning fees hourly up to $350/hour or fixed fees $750 to $2,000 for wills and trust paperwork

Main office location

Littlejohn Financial Services Inc

2000 West Harvard Avenue, Suite 100

Roseburg OR 97471, United States

Number of offices

2

Most active in

Arizona · California · Idaho · Oregon · Texas · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Justin B

Series 63, Series 65

Roseburg, OR

Littlejohn Financial Services Inc

Justin Bruggeman is a financial advisor with Littlejohn Financial Services Inc in Roseburg, OR, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at Littlejohn Financial Services since 2017 and previously at COUNTRY Capital Management Company. In addition to his advisory role, he is involved in insurance sales. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with customized portfolio management, financial planning, and retirement-plan advisory services. The firm offers primarily long-term, fundamental analysis-based investment strategies and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
user avatar

Matthew D

Series 65

Roseburg, OR

Littlejohn Financial Services Inc

Matthew Dickson is a financial advisor at Littlejohn Financial Services Inc with a Series 65 designation and four years of industry experience. Prior to joining Littlejohn Financial Services in 2021, he worked in the Roseburg and Glide School Districts from 2013 to 2021. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
user avatar

Fred L

CFP®, Series 63, Series 66

Roseburg, OR

Littlejohn Financial Services Inc

Fred Littlejohn is a CFP® professional with 23 years of experience in the financial services industry. He is the owner of Littlejohn Financial Services Inc and previously worked at Bigfoot Investments for 12 years. Outside of his advisory role, he is a licensed insurance agent in Oregon and holds a minority ownership in a company manufacturing lumber transport equipment. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with customized portfolio management, financial planning, and retirement-plan advisory services. The firm offers primarily long-term investment strategies and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
user avatar

Wesley H

Series 66

Roseburg, OR

Littlejohn Financial Services Inc

Wesley Holt is a financial advisor with Littlejohn Financial Services Inc. in Salem, OR, holding a Series 66 designation and 16 years of industry experience. He has worked with Littlejohn and its related entities since 2013 and has been self-employed since 2009. Outside of advising, Holt serves as president of a bookkeeping and payroll services company and works as a health coach, spending several hours monthly coaching clients on weight loss. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
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