Willamette Financial Advisors, LLC

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Client assets under management

$117,489,047

Clients

201

16% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

101

High

Average account size

$584,523

About

Willamette Financial Advisors provides investment management and comprehensive financial planning to individuals, businesses, pension and profit‑sharing plans, trusts, estates, and charitable organizations, tailoring services to each client’s stated objectives. The firm offers both discretionary and non‑discretionary portfolio management and a range of standalone planning services, including retirement, estate, tax, education funding, and risk‑management planning.

The firm pursues a long‑term, broadly diversified investment approach that uses mutual funds, exchange‑traded funds, individual equities, and fixed income instruments within a modern‑portfolio‑theory framework and a systematic management process. Accounts are monitored and reviewed regularly (at least annually and more often as needed), and the firm may employ third‑party asset managers or sub‑advisors for certain client mandates.

Noteworthy aspects of the firm include an educational emphasis around retirement rollovers and related materials — the brochure describes providing written comparisons, interactive questionnaires, and an educational approach consistent with U.S. Department of Labor guidance when discussing rollover options. Several investment adviser representatives are also licensed insurance agents, including arrangements as direct agents of insurance companies; the brochure discloses that commissions and affiliations may create conflicts of interest and explains the firm’s disclosure and suitability practices.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed fee financial planning projects range from $750 to $5,000 depending on project scope and complexity

Percentage

Under $100,000 - $99,999: 1.0% $100,000 - $249,999: 0.95% $250,000 - $749,999: 0.9% $750,000 - $1,499,999: 0.8% $1,500,000 - $2,500,000: 0.7% Over $2,500,000+: 0.6%

Commissions

Some Investment Adviser Representatives receive commissions from insurance products sold to clients

Project-based

$150 to $360 per hour depending on complexity and expertise

Other

Fee-only: Hourly fees range from $150 to $360 per hour; Fixed fee projects range from $750 to $5,000

Main office location

Willamette Financial Advisors, LLC

6650 Sw Redwood Lane, Suite 310, Suite 310

Portland OR 97224, United States

Number of offices

Most active in

California · Florida · Idaho · Illinois · Louisiana · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

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

Is not active or affiliated with:

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 X Website 503-747-0306

Advisors at this firm

Richard S

Series 66

Portland, OR

Willamette Financial Advisors, LLC

Richard Steronko is a financial advisor with Willamette Financial Advisors, LLC in Portland, OR, holding a Series 66 credential and 18 years of industry experience. He has worked at Willamette Financial Advisors since 2015 and previously at Centaurus Financial, Inc. from 2015 to 2017. In addition to his advisory role, he serves as a social service specialist for the State of Oregon, providing social service referrals to dysfunctional families. Willamette Financial Advisors offers investment management and comprehensive financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, balanced approach with globally diversified portfolios and emphasizes ongoing client reviews and educational resources, including retirement plan rollover analyses.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)

James J

CFP®, Series 63, Series 66

Portland, OR

Willamette Financial Advisors, LLC

James Jones is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Willamette Financial Advisors, LLC since 2015. He previously worked at Centaurus Financial, Inc. from 2015 to 2017. Jones is also a licensed insurance producer with various insurance companies. Willamette Financial Advisors provides investment management and comprehensive financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, balanced, and disciplined approach to building globally diversified portfolios tailored to each client’s needs.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)

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