Firm
Axiom Wealth Strategies
Bend, Oregon
Fee-only
Axiom Wealth Strategies at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 272 individual clients, 69 of them high net worth.
- Its average account is about $441,000 (assets it manages divided by its 283 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Bend, Oregon |
|---|---|
| Website | axiomwealthstrategies.com |
| [email protected] | |
| Phone | (541) 389-7777 |
Axiom Wealth Strategies fees
Axiom Wealth Strategies 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 | $125 million |
| Individual clients | 203 |
| High-net-worth clients | 69 |
| Accounts managed | 283 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-132515) |
| Financial planning | Offered |
| Form ADV filed | July 17, 2026 |
| SEC record | CRD 313124 |