Firm
Welch Investment Group
Grants Pass, Oregon
Fee-only
Welch Investment Group 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 CFA.
- Its Form ADV reports 3 employees and 387 individual clients, 66 of them high net worth.
- Its average account is about $271,000 (assets it manages divided by its 973 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Grants Pass, Oregon |
|---|---|
| Website | welchig.com |
| Phone | (541) 474-6616 |
Welch Investment Group fees
Welch Investment Group 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 |
|---|---|
| Assets managed | $264 million |
| Individual clients | 321 |
| High-net-worth clients | 66 |
| Accounts managed | 973 |
| Employees | 3 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-111891) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 131006 |