Northwest Quadrant Wealth Management

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Client assets under management

$569,711,512

Clients

1,004

33% high-net worth

Advisors

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

502

Very High

Average account size

$567,442

About

Northwest Quadrant Wealth Management provides comprehensive portfolio management to individual and high‑net‑worth clients and offers standalone estate‑planning services facilitated through a third‑party technology provider. The firm also distributes monthly and quarterly e‑newsletters at no charge and makes wrap fee programs available on a limited, firm‑approved basis in addition to managing discretionary accounts.

The adviser gathers client information through at least one meeting to develop individualized investment plans and conducts account reviews at least quarterly, with periodic rebalancing as appropriate. Portfolios are managed using ETFs, mutual funds, individual stocks and bonds, a long‑term fundamental analysis orientation, and conservative cash management in money‑market instruments and short‑term debt when appropriate.

The firm’s brochure highlights an unusually large client and asset load relative to its advisory headcount: roughly $575 million in discretionary AUM and about 1,004 clients served by two advisors, producing high AUM and client counts per advisor. The filing also discloses that certain supervised persons are registered representatives of LPL and may sell commissionable securities, and that the firm receives custodial and practice‑support services from LPL and Schwab while offering estate planning through the Wealth, Inc. platform.

Client services

Financial planning Portfolio management Newsletters or periodicals Estate planning

Expertise

Wealth management

Fee options

Fixed

Estate Planning services charged on a flat fee basis up to $4,000, with no retainer exceeding $1,200 if services cannot be rendered within 6 months.

Percentage

Less than $100,000 - $100,000: 1.50% $100,000 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% Over $3,000,000+: 0.75%

Commissions

Securities sales for commission through representatives registered with LPL Financial, including distribution or trail fees from mutual funds.

Other

Account minimum: $250,000

Main office location

Northwest Quadrant Wealth Management

650 Sw Bond St., Suite 250

Bend OR 97702, United States

Number of offices

Most active in

Alaska · Arizona · California · Colorado · Idaho · Louisiana · Nebraska · New Hampshire · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

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

Quick links

LinkedIn Website 541-388-9888

Advisors at this firm

Tyler S

Series 63, Series 66

Bend, OR

Northwest Quadrant Wealth Management

Tyler Simones is a financial advisor with Northwest Quadrant Wealth Management in Bend, OR, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Northwest Quadrant since 2011 and previously worked at LPL Financial. Simones is involved in a radio show called Financial Focus, which serves as a marketing tool for his firm. Northwest Quadrant Wealth Management provides advisory services to individuals, trusts, estates, and business entities, focusing on comprehensive portfolio management and financial planning. The firm employs a fundamental-analysis approach and manages assets across a range of securities, maintaining a high client and asset concentration per advisor.

Wealth management

Robert F

Series 63, Series 65

Bend, OR

Northwest Quadrant Wealth Management

Robert Fenili is a financial advisor at Northwest Quadrant Wealth Management in Bend, OR, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial from 2014 to 2022. Fenili provides investment advisory services exclusively through Northwest Quadrant Wealth Management. Northwest Quadrant Wealth Management serves individuals, trusts, estates, and business entities, offering financial planning and asset management through a fundamental-analysis approach. The firm manages approximately $534 million in client assets and provides comprehensive portfolio management along with regular e-newsletters.

Wealth management

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