Treeline Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,528,777
Clients
36
47% 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
36
HighAverage account size
$486,910
About
Treeline Financial Planning provides investment management and financial planning to individuals, high‑net‑worth individuals, and small businesses. The firm’s brochure describes services that include continuous portfolio management, one‑time project-based plans, ongoing comprehensive planning, and retirement plan consulting for employer-sponsored plans.
The firm’s investment approach is grounded in Modern Portfolio Theory and passive portfolio construction, using index mutual funds and ETFs to implement asset‑allocation targets tailored to each client’s objectives and risk tolerance. Clients receive a written investment policy and regular monitoring, and the firm offers both project-based engagements and ongoing planning relationships to support implementation and review.
A distinguishing feature is the firm’s retirement plan consulting for small business plan sponsors, including assistance with vendor selection, reviewing investment options, and acknowledging a fiduciary role under ERISA for plan clients—an offering that is less common among comparable independent advisers. With approximately $17.5 million in assets under management and a modest client roster of 36, the firm operates as a small practice focused on integrated planning for individual households and employer retirement plans.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business sale tax planning
Retirement withdrawal strategies
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Executive
Fee options
Project-Based Financial Planning fixed fees range from $2,500 to $15,000, negotiable
$0 - $250,000: 1.15% $250,001 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
$350 per hour for Project-Based Financial Planning
Comprehensive Ongoing Financial Planning annual fees from $4,800 to $24,000 ($400 - $2,000 per month), paid monthly or at a frequency determined by Client and firm
Fee-only: Comprehensive Ongoing Financial Planning annual fees range from $4,800 to $24,000 ($400 - $2,000 per month), negotiable. Project-Based Financial Planning fixed fees range from $2,500 to $15,000, negotiable. Hourly rate is $350 per hour.
Main office location
Treeline Financial Planning
Bend OR, United States
Number of offices
1
Most active in
Treeline Financial Planning has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas
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
Quick links
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