Paige Clausen
2260 West · Bend, Oregon
Paige Clausen is a fee-only financial advisor at 2260 West in Bend, Oregon, who holds the CFP credential. Paige charges hourly fees and focuses on small business owners.
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Specialties
Facts
| Firm | 2260 West |
|---|---|
| Based in | Bend, Oregon |
| Fee model | Hourly |
| Assets under management | $102.7M across 168 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 6232699 |
| Exams passed | Series 66 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.2260west.com |
How Paige's firm compares
- 2260 West's average account is about $611,000, from its Form ADV (assets managed divided by 168 accounts).
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Questions about Paige
Is Paige Clausen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paige holds no broker registration, and 2260 West reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paige charge for financial advice?
Paige charges hourly fees.
Where is Paige Clausen based?
Paige Clausen is based in Bend, Oregon.
What does Paige specialize in?
Paige's specialties include small business owners.
What credentials does Paige Clausen hold?
Paige Clausen holds the CFP credential.
Is Paige Clausen registered with the SEC?
Yes. Paige Clausen is registered as an investment adviser representative in OR (CRD 6232699), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 2260 West manage?
2260 West reports $102.7M across 168 accounts in assets under management.
How do I contact Paige Clausen?
Through Paige's website, www.2260west.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
- 2260 West 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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