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Advisor

Meg van den Már

Alongside Financial Partners, LLC · Bend, Oregon

Meg van den Már is a fee-only financial advisor at Alongside Financial Partners, LLC in Bend, Oregon, who holds the CFP credential. Meg van den charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.

Percentage of assets Fee-only CFP

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Specialties

Facts

FirmAlongside Financial Partners, LLC
Based in Bend, Oregon
Fee modelPercentage of assets
Accepting new clientsYes
Assets under management$21.0M across 94 accounts
CredentialsCFP
Firm size1 employee
Websitealongsidefp.com
LinkedInProfile

How Meg van den's firm compares

  • Alongside Financial Partners, LLC's average account is about $224,000, from its Form ADV (assets managed divided by 94 accounts).

What fee-only advisors charge in Oregon

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Questions about Meg van den

Is Meg van den Már a fee-only financial advisor?

Yes. Meg van den Már is listed in the XY Planning Network directory (XYPN members are fee-only).

How does Meg van den charge for financial advice?

Meg van den charges a percentage of assets.

Where is Meg van den Már based?

Meg van den Már is based in Bend, Oregon.

What does Meg van den specialize in?

Meg van den's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation.

What credentials does Meg van den Már hold?

Meg van den Már holds the CFP credential.

How much does Alongside Financial Partners, LLC manage?

Alongside Financial Partners, LLC reports $21.0M across 94 accounts in assets under management.

How do I contact Meg van den Már?

Through Meg van den's website, alongsidefp.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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