Teak Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Teak Financial LLC provides advisory services to individuals, corporations, charitable organizations, and professional or religious groups, offering financial and retirement planning, investment portfolio analysis, asset allocation, education funding, estate planning, and mergers-and-acquisitions consulting. The firm also conducts educational seminars and workshops as part of its client services.
Advice is tailored through client interviews and data collection, with recommendations that typically emphasize diversified portfolios built from ETFs and no-load mutual funds and a long-term approach; periodic portfolio reviews and rebalancing are offered on request. Teak Financial does not take custody of client assets or exercise discretionary trading authority, and it currently does not directly manage client accounts.
Noteworthy differences from many peers include the use of hourly and negotiable fixed fees rather than percentage-of-assets-under-management and the inclusion of public educational workshops — features that are uncommon among firms in this category. The firm operates as a single-member LLC, discloses a managing member’s concurrent full-time employment in finance and a Certified Mergers & Acquisitions Advisor credential, and notes that this affiliation may present potential conflicts of interest and affect available time for client work.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
Fee options
$100 per hour, billed in 15 minute increments
Fee-only: Fixed-fee rates typically assessed at $100 per hour, billed in 15 minute increments; fees are negotiable and based on scope of project
Main office location
Teak Financial LLC
Redmond OR, United States
Number of offices
1
Most active in
Teak Financial LLC 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
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