Fiona Capell
Blue Anchor Wealth Advisors · Bend, Oregon
Fiona Capell is a fee-only financial advisor at Blue Anchor Wealth Advisors in Bend, Oregon. Fiona focuses on retirement planning, divorce financial planning and tax planning. Blue Anchor Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | Blue Anchor Wealth Advisors |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $144.2M across 302 accounts |
| SEC registration | Investment adviser representative in AK, CO, OR, TX, WA · CRD 7953724 |
| Exams passed | Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.blueanchorwealth.com |
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Questions about Fiona
Is Fiona Capell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Fiona holds no broker registration, and Blue Anchor Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Fiona charge for financial advice?
Fiona's firm, Blue Anchor Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Fiona Capell based?
Fiona Capell is based in Bend, Oregon.
What does Fiona specialize in?
Fiona's specialties include retirement planning, divorce financial planning and tax planning. Fiona works with retirees, pre-retirees and divorced individuals.
Is Fiona Capell registered with the SEC?
Yes. Fiona Capell is registered as an investment adviser representative in AK, CO, OR, TX and WA (CRD 7953724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Anchor Wealth Advisors manage?
Blue Anchor Wealth Advisors reports $144.2M across 302 accounts in assets under management.
How do I contact Fiona Capell?
Through Fiona's website, www.blueanchorwealth.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
- Blue Anchor Wealth Advisors 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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