Physician Family Financial Advisors

Physician Family Financial Advisors at a glance

• One of 191 fee-only firms based in Oregon in the Wellspent graph.
• 3 advisors are listed here; 1 of 3 hold the CFP.
• Its Form ADV reports 4 employees and 376 individual clients, 160 of them high net worth.
• Its average account is about $446,000 (assets it manages divided by its 639 accounts).

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

Facts

Physician Family Financial Advisors fees

Physician Family Financial Advisors 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

Advisors at this firm (3)

• Chelsea Jones

  CFP

• Kyle Hoelzle

• Nathan Reineke