Alongside Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a fee-only registered investment adviser that provides wealth management services, combining financial planning and investment management for individual and high‑net‑worth clients. It manages about $21 million in client assets across 27 client relationships and offers ongoing planning, goal-setting, and portfolio oversight.
The adviser integrates comprehensive financial planning with portfolio management, setting asset allocation targets and using modern portfolio theory, fundamental analysis, and a blend of passive and active funds. Accounts are typically managed on a discretionary basis, reviewed quarterly, and can be customized with client‑imposed restrictions or socially responsible (ESG) options.
Notable features include a flat 1.00% AUM advisory fee billed quarterly in arrears, a strictly fee‑only compensation model with no commissions or performance‑based fees, and reliance on an institutional custodian platform that provides execution, custody, and business support. As a recently established, CFP‑certified principal‑led firm with a concentrated client roster and modest AUM, the firm operates with a more focused, bespoke practice profile than many larger multi‑advisor peers.
Client services
Expertise
Fee options
1.00% annually, paid quarterly in arrears
Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office
Bend OR
Advisors at this office
1
Most active in
California · Oregon
Also doing business as
Alongside Financial Partners · Alongside Financial Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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