Firm
Alongside Financial Partners, LLC
Bend, Oregon
Fee-only
Alongside Financial Partners, LLC at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 27 individual clients, 11 of them high net worth.
- Its average account is about $224,000 (assets it manages divided by its 94 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Bend, Oregon |
|---|---|
| Website | alongsidefp.com |
| Phone | (541) 215-8115 |
Alongside Financial Partners, LLC fees
Alongside Financial Partners, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Fixed fees |
|---|---|
| Assets managed | $21 million |
| Individual clients | 16 |
| High-net-worth clients | 11 |
| Accounts managed | 94 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 337539 |