Firm
Viento Financial Group
Hood River, Oregon
Fee-only
Viento Financial Group at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 83 individual clients, 19 of them high net worth.
- Its average account is about $612,000 (assets it manages divided by its 83 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Hood River, Oregon |
|---|---|
| Website | vientofinancial.com |
| [email protected] | |
| Phone | (541) 400-1974 |
Viento Financial Group fees
Viento Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Hourly |
|---|---|
| Assets managed | $51 million |
| Individual clients | 64 |
| High-net-worth clients | 19 |
| Accounts managed | 83 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 22, 2026 |
| SEC record | CRD 330291 |