Moneywise Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,434,726
Clients
9
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$4,714,970
About
MoneyWise Financial Advisors serves private individuals, trusts, estates, small businesses, and tax-exempt entities with financial planning, investment consultation, discretionary portfolio management, and ongoing wealth management. As a fee-only fiduciary, the firm provides both limited-scope planning engagements and ongoing supervisory services, and it occasionally offers educational workshops for groups.
The firm’s investment approach emphasizes strategic asset allocation, broad diversification via mutual funds and ETFs, rebalancing, and principles derived from Modern Portfolio Theory. For managed accounts it uses model portfolios and sub-advisory services provided through an external platform, and typically implements client strategies on a discretionary basis with an investment policy statement to guide decisions.
Notable among peers, the firm manages a substantial amount of assets across a very small number of client relationships, resulting in a high average asset concentration per client and a practice focused on a limited client base. The advisor holds CFP certification and advanced academic credentials, does not accept commissions or trailer fees, and delegates certain fixed-income management and back-office functions to a third-party sub-adviser.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Wealth management
Cash flow / budgeting
Fee options
$0 - $500,000: 1.25% (125 bps) $500,001 - $1,000,000: 0.90% (90 bps) $1,000,001 - $2,000,000: 0.70% (70 bps) $2,000,001 - $3,000,000: 0.50% (50 bps) $3,000,001 - $5,000,000: 0.40% (40 bps) $5,000,001+: 0.35% (35 bps)
$325 to $375 per hour for financial planning and investment consultation services
Retainer fees ranging from $6,250 to $15,000 annually, billed quarterly in advance
Account minimum: $500,000 Minimum fee: $6,250 per year minimum annual fee ($1,563 per quarter) for investment supervisory services Fee-only: Financial planning and investment consultation services charged hourly at $325 to $375 per hour
Main office location
Moneywise Financial Advisors
Portland OR, United States
Number of offices
1
Most active in
Moneywise Financial Advisors 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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