# Garrett Bergby

> Garrett Bergby is a fee-only financial advisor at Treeline Financial Planning in Bend, Oregon. Garrett charges an ongoing planning fee and a one-time planning fee.

Page: https://find.wellspent.co/advisors/garrett-bergby/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Treeline Financial Planning
- **Based in:** Bend, Oregon
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $17.5M across 102 accounts
- **CRD:** 5515774 (https://adviserinfo.sec.gov/individual/summary/5515774)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 63 (2014), Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.treelinefinancial.com

## Frequently asked questions

### Is Garrett Bergby a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Garrett holds no broker registration, and Treeline Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Garrett charge for financial advice?

Garrett charges an ongoing planning fee and a one-time planning fee.

### Does Garrett work with clients virtually?

Yes. Treeline Financial Planning says on its website that it works with clients remotely.

### Where is Garrett Bergby based?

Garrett Bergby is based in Bend, Oregon.

### Is Garrett Bergby registered with the SEC?

Yes. Garrett Bergby is registered as an investment adviser representative in OR and TX (CRD 5515774), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Treeline Financial Planning manage?

Treeline Financial Planning reports $17.5M across 102 accounts in assets under management.

### How do I contact Garrett Bergby?

Through Garrett's website, www.treelinefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5515774): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://treelinefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.