Viento Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,834,414
Total clients
83
23% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
42
Average account size
$612,463
About
Viento Financial Group, LLC is a two-advisor, state-registered investment advisory firm that manages roughly $50.8 million for about 83 clients, serving individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, charitable organizations, and other institutions. The firm provides discretionary portfolio management and financial planning, producing written plans for planning engagements and inviting clients to annual reviews.
The firm follows a structured, suitability-driven process to develop individual investment policies based on each client’s objectives, time horizons, risk tolerance, and liquidity needs, implementing portfolios through model allocations and periodic rebalancing. Investment decisions draw on multiple analytic methods (fundamental, quantitative, qualitative, and cyclical analysis) and the firm applies explicit screens—using Morningstar classifications—to limit exposure to fossil fuels and other specified industries while favoring clean energy, water, clean technology, and low–carbon businesses.
Notable operational features include a requirement that managed accounts be custodied through a single independent custodian (Axos Advisor Services) to support block trading, consistent execution, and unified back-office administration. The firm also makes one annual financial planning engagement available to clients who maintain accounts without an additional hourly charge, and its two-advisor team is CFP®-credentialed and organized as a recently founded, advisor-led practice.
Client services
Expertise
Fee options
$0.00 - $399,999.99: 2.0% annually $400,000.00 - $444,999.99: 1.8% annually $445,000.00 - $499,999.99: 1.6% annually $500,000.00 - $571,999.99: 1.4% annually $572,000.00 - $666,999.99: 1.2% annually $667,000.00 - $799,999.99: 1.0% annually $800,000.00+: 0.8% annually
$200 per hour for financial planning services if no investment account is maintained.
Fee-only: Hourly fees for financial planning at $200/hr; one financial planning engagement per year included for clients with accounts.
Main office location
Viento Financial Group, LLC
Hood River OR, United States
Number of offices
1
Most active in
Colorado · Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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