Gunnar Marino
Peregrine Asset Advisers · Bend, Oregon
Gunnar Marino is a fee-only financial advisor at Peregrine Asset Advisers in Bend, Oregon. Gunnar charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Peregrine Asset Advisers |
|---|---|
| Based in | Bend, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $611.0M across 476 accounts |
| SEC registration | Investment adviser representative in OR, WA · CRD 7480218 |
| Exams passed | Series 66 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.peregrineaa.com |
How Gunnar's firm compares
- Peregrine Asset Advisers's average account is about $1.3 million, from its Form ADV (assets managed divided by 476 accounts).
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Questions about Gunnar
Is Gunnar Marino a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gunnar holds no broker registration, and Peregrine Asset Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gunnar charge for financial advice?
Gunnar charges a percentage of assets.
How much does Gunnar charge?
According to Peregrine Asset Advisers's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Gunnar Marino based?
Gunnar Marino is based in Bend, Oregon.
What does Gunnar specialize in?
Gunnar's specialties include family wealth transfer. Gunnar works with multi-generational families.
Is Gunnar Marino registered with the SEC?
Yes. Gunnar Marino is registered as an investment adviser representative in OR and WA (CRD 7480218), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peregrine Asset Advisers manage?
Peregrine Asset Advisers reports $611.0M across 476 accounts in assets under management.
How do I contact Gunnar Marino?
Through Gunnar's website, www.peregrineaa.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
- Peregrine Asset Advisers 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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