Isabella Ramon
Axia Wealth Management · Bend, Oregon
Isabella Ramon is a fee-only financial advisor at Axia Wealth Management in Bend, Oregon. Isabella focuses on retirement planning and estate & legacy planning. Axia Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Axia Wealth Management |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $148.0M across 484 accounts |
| SEC registration | Investment adviser representative in AZ, CA, OR, TX, WA · CRD 7128349 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.axiawealth.com |
| Profile |
How Isabella's firm compares
- Axia Wealth Management's average account is about $306,000, from its Form ADV (assets managed divided by 484 accounts).
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Questions about Isabella
Is Isabella Ramon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Isabella holds no broker registration, and Axia Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Isabella charge for financial advice?
Isabella's firm, Axia Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Isabella Ramon based?
Isabella Ramon is based in Bend, Oregon.
What does Isabella specialize in?
Isabella's specialties include retirement planning and estate & legacy planning.
Is Isabella Ramon registered with the SEC?
Yes. Isabella Ramon is registered as an investment adviser representative in AZ, CA, OR, TX and WA (CRD 7128349), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Axia Wealth Management manage?
Axia Wealth Management reports $148.0M across 484 accounts in assets under management.
How do I contact Isabella Ramon?
Through Isabella's website, www.axiawealth.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
- Axia Wealth Management 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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