Michael Eugenio
Eugenio Financial · Tigard, Oregon
Michael Eugenio is a fee-only financial advisor at Eugenio Financial in Tigard, Oregon, who holds the CFP credential. Eugenio Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Eugenio Financial |
|---|---|
| Based in | Tigard, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.8M across 148 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, WA · CRD 2475700 |
| Exams passed | Series 63 (1994) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.eugeniofinancial.com |
How Michael's firm compares
- Eugenio Financial's average account is about $256,000, from its Form ADV (assets managed divided by 148 accounts).
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Questions about Michael
Is Michael Eugenio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Eugenio Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Eugenio Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Eugenio based?
Michael Eugenio is based in Tigard, Oregon.
What credentials does Michael Eugenio hold?
Michael Eugenio holds the CFP credential.
Is Michael Eugenio registered with the SEC?
Yes. Michael Eugenio is registered as an investment adviser representative in OR and WA (CRD 2475700), 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 Eugenio Financial manage?
Eugenio Financial reports $37.8M across 148 accounts in assets under management.
How do I contact Michael Eugenio?
Through Michael's website, www.eugeniofinancial.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
- 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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