Firm
Living Earth Investments
Bend, Oregon
Fee-only
Living Earth Investments at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 70 individual clients.
- Its average account is about $231,000 (assets it manages divided by its 70 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Bend, Oregon |
|---|---|
| Website | livingearthinvestments.com |
| Phone | (503) 807-2062 |
Living Earth Investments 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 | 0.25% to 1.5% a year |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"0.25% - 1.50% of assets under management." source
"0.25% - 1.50% of assets under management." source
"Is there a minimum investment? No." source
"0.25% - 1.50% of assets under management." 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 · Hourly |
|---|---|
| Assets managed | $16 million |
| Individual clients | 70 |
| Accounts managed | 70 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | April 21, 2026 |
| SEC record | CRD 146604 |