Firm
2260 West
Bend, Oregon
Fee-only
2260 West at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 54 individual clients, 23 of them high net worth.
- Its average account is about $611,000 (assets it manages divided by its 168 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Bend, Oregon |
|---|---|
| Website | 2260west.com |
| Phone | (541) 707-2260 |
2260 West fees
2260 West doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $103 million |
| Individual clients | 31 |
| High-net-worth clients | 23 |
| Accounts managed | 168 |
| Employees | 5 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 310460 |