Lisa Mesquit
Soaring Investment Management, LLC · Portland, Oregon
Lisa Mesquit is a fee-only financial advisor at Soaring Investment Management, LLC in Portland, Oregon, who holds the CFA, CFP and ChFC credentials. Lisa focuses on pension planning, small business owners and physicians & residents. Soaring Investment Management, LLC reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Retirees
- Multi-generational families
Facts
| Firm | Soaring Investment Management, LLC |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $112.5M across 464 accounts |
| Credentials | CFA · CFP · ChFC |
| SEC registration | Investment adviser representative in CA, NC, OR, TX · CRD 2258483 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | soaringinvestmentmanagement.com |
| Profile |
How Lisa's firm compares
- Soaring Investment Management, LLC's average account is about $242,000, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Lisa
Is Lisa Mesquit a fee-only financial advisor?
Yes. Lisa Mesquit is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lisa's firm.
How does Lisa charge for financial advice?
Lisa's firm, Soaring Investment Management, LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lisa Mesquit based?
Lisa Mesquit is based in Portland, Oregon.
What does Lisa specialize in?
Lisa's specialties include pension planning, small business owners, physicians & residents and family wealth transfer. Lisa works with physicians, retirees and multi-generational families.
What credentials does Lisa Mesquit hold?
Lisa Mesquit holds the CFA, CFP and ChFC credentials.
Is Lisa Mesquit registered with the SEC?
Yes. Lisa Mesquit is registered as an investment adviser representative in CA, NC, OR and TX (CRD 2258483), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Soaring Investment Management, LLC manage?
Soaring Investment Management, LLC reports $112.5M across 464 accounts in assets under management.
How do I contact Lisa Mesquit?
Through Lisa's website, soaringinvestmentmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Soaring Investment Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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