# Jeffrey Stuermer

> Jeffrey Stuermer is a fee-only financial advisor at Peregrine Asset Advisers in Bend, Oregon. Jeffrey charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on family wealth transfer.

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

## 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 (firm):** $611.0M across 476 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2518255 (https://adviserinfo.sec.gov/individual/summary/2518255)
- **SEC registration:** Investment adviser representative in CA, CO, NY, OR, TX, WA
- **Exams passed:** Series 63 (1994), Series 65 (1994)
- **Firm size:** 8 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.peregrineaa.com

## Frequently asked questions

### Is Jeffrey Stuermer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets.

### How much does Jeffrey charge?

According to Peregrine Asset Advisers's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Jeffrey Stuermer based?

Jeffrey Stuermer is based in Bend, Oregon.

### What does Jeffrey specialize in?

Jeffrey's specialties include family wealth transfer. Jeffrey works with multi-generational families.

### Is Jeffrey Stuermer registered with the SEC?

Yes. Jeffrey Stuermer is registered as an investment adviser representative in CA, CO, NY, OR, TX and WA (CRD 2518255), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Peregrine Asset Advisers manage?

Peregrine Asset Advisers reports $611.0M across 476 accounts in assets under management.

### How do I contact Jeffrey Stuermer?

Through Jeffrey's website, www.peregrineaa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2518255): 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://www.peregrineaa.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.