Firm
Axia Wealth Management
Bend, Oregon
Fee-only
Axia Wealth Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 152 individual clients, 77 of them high net worth.
- Its average account is about $306,000 (assets it manages divided by its 484 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Bend, Oregon |
|---|---|
| Website | axiawealth.com |
| [email protected] | |
| Phone | (541) 647-1500 |
Axia Wealth Management fees
Axia Wealth 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $148 million |
| Individual clients | 75 |
| High-net-worth clients | 77 |
| Accounts managed | 484 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-136859) |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 155890 |