Firm
Koenig Investment Advisory
Ashland, Oregon
Fee-only
Koenig Investment Advisory at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 293 individual clients, 114 of them high net worth.
- Its average account is about $431,000 (assets it manages divided by its 599 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Ashland, Oregon |
|---|---|
| Website | koeniginvestment.com |
| Phone | (541) 608-0551 |
Koenig Investment Advisory fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Assets up to $500,000 1.00% annually" source
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 | $258 million |
| Individual clients | 179 |
| High-net-worth clients | 114 |
| Accounts managed | 599 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-119834) |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 311422 |