Grant Finter
Axiom Wealth Strategies · Bend, Oregon
Grant Finter is a fee-only financial advisor at Axiom Wealth Strategies in Bend, Oregon. Grant focuses on retirement planning, estate & legacy planning and small business owners. Axiom Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Axiom Wealth Strategies |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $124.7M across 283 accounts |
| SEC registration | Investment adviser representative in ID, OR, WA · CRD 7864958 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.axiomwealthstrategies.com |
| Profile |
How Grant's firm compares
- Axiom Wealth Strategies's average account is about $441,000, from its Form ADV (assets managed divided by 283 accounts).
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Questions about Grant
Is Grant Finter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grant holds no broker registration, and Axiom Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grant charge for financial advice?
Grant's firm, Axiom Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Grant Finter based?
Grant Finter is based in Bend, Oregon.
What does Grant specialize in?
Grant's specialties include retirement planning, estate & legacy planning and small business owners. Grant works with pre-retirees.
Is Grant Finter registered with the SEC?
Yes. Grant Finter is registered as an investment adviser representative in ID, OR and WA (CRD 7864958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Axiom Wealth Strategies manage?
Axiom Wealth Strategies reports $124.7M across 283 accounts in assets under management.
How do I contact Grant Finter?
Through Grant's website, www.axiomwealthstrategies.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
- Axiom Wealth Strategies 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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