Garrett Bergby
Treeline Financial Planning · Bend, Oregon
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.
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Facts
| Firm | Treeline Financial Planning |
|---|---|
| Based in | Bend, Oregon |
| Fee model | Ongoing planning fee · One-time planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $17.5M across 102 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 5515774 |
| Exams passed | Series 63 (2014) · Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.treelinefinancial.com |
| Profile |
How Garrett's firm compares
- Treeline Financial Planning's average account is about $172,000, from its Form ADV (assets managed divided by 102 accounts).
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Questions about Garrett
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.
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
- Treeline Financial Planning 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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