Firm
Auxier Asset Management
Aurora, Oregon
Fee-only
Auxier Asset Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 6 advisors are listed here.
- Its Form ADV reports 11 employees and 466 individual clients, 119 of them high net worth.
- Its average account is about $1.9 million (assets it manages divided by its 506 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Aurora, Oregon |
|---|---|
| Website | auxierasset.com |
| Phone | (503) 885-8807 |
Auxier Asset Management fees
Auxier Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 |
|---|---|
| Assets managed | $946 million |
| Individual clients | 347 |
| High-net-worth clients | 119 |
| Accounts managed | 506 |
| Employees | 11 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-55757) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 107980 |