Bernard Tan
Modernist Financial · Portland, Oregon
Bernard Tan is a fee-only financial advisor at Modernist Financial in Portland, Oregon. Bernard focuses on tax planning, estate & legacy planning and small business owners. Modernist Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Modernist Financial |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $113.3M across 264 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7881938 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.modernistfinancial.com |
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Questions about Bernard
Is Bernard Tan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bernard holds no broker registration, and Modernist Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bernard charge for financial advice?
Bernard's firm, Modernist Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bernard Tan based?
Bernard Tan is based in Portland, Oregon.
What does Bernard specialize in?
Bernard's specialties include tax planning, estate & legacy planning, small business owners and sustainable & impact investing. Bernard works with founders.
Is Bernard Tan registered with the SEC?
Yes. Bernard Tan is registered as an investment adviser representative in OR (CRD 7881938), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Modernist Financial manage?
Modernist Financial reports $113.3M across 264 accounts in assets under management.
How do I contact Bernard Tan?
Through Bernard's website, www.modernistfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Modernist Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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