Firm
Northwest Quadrant Wealth
Bend, Oregon
Fee-only
Northwest Quadrant Wealth 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 1,004 individual clients, 336 of them high net worth.
- Its average account is about $327,000 (assets it manages divided by its 1,771 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Bend, Oregon |
|---|---|
| Website | northwestquadrantwealth.com |
| Phone | (541) 388-9888 |
Northwest Quadrant Wealth fees
Northwest Quadrant Wealth 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 · Fixed fees |
|---|---|
| Assets managed | $580 million |
| Individual clients | 668 |
| High-net-worth clients | 336 |
| Accounts managed | 1,771 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-72636) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 158455 |