W Wellspent Public advisor graph
Get matched
Wellspent public graph/Firms/JGP Wealth Management
Firm

JGP Wealth Management

Bend, Oregon

Fee-only

JGP Wealth Management at a glance

  • One of 191 fee-only firms based in Oregon in the Wellspent graph.
  • 18 advisors are listed here; 9 of 18 hold the CFP.
  • Its Form ADV reports 23 employees and 771 individual clients, 379 of them high net worth.
  • Its average account is about $429,000 (assets it manages divided by its 3,335 accounts).

Fee-only advisors in Oregon · What fee-only advisors charge in Oregon

Facts

Based inBend, Oregon
Websitejgpwealth.com
Email[email protected]
Phone(503) 446-6450

JGP Wealth Management fees

JGP 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$1.4 billion
Individual clients392
High-net-worth clients379
Accounts managed3,335
Employees23
Planning clients0
Registered withThe SEC (801-112288)
Financial planningOffered
Form ADV filedFebruary 3, 2026
SEC recordCRD 290694

Advisors at this firm (18)