B P Financial Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
B P Financial Associates serves individuals, high‑net‑worth clients, trusts, estates, and charitable organizations, offering ongoing portfolio management and investment supervisory services tailored through an Investment Policy Statement for each client. The firm operates multi‑platform programs (Income and Growth), accepts client‑imposed investment restrictions, and does not require a stated account minimum.
The firm’s approach differentiates income and growth mandates: the Income Platform emphasizes fundamental analysis, buy‑and‑hold strategies and dollar‑cost averaging, while the Growth Platform relies primarily on technical and cyclical analysis and can include shorter‑term trading, margin use, and covered options. Most accounts are managed on a discretionary basis, with reviews performed at least annually by the firm’s primary portfolio manager.
What is distinctive is the scale of client relationships relative to the advisory team: the firm manages roughly 300+ client relationships and about $55.5 million in assets, a high client count per advisor for an independent practice of this size. The adviser manages all client assets in‑house rather than delegating to third‑party managers, combines conservative income management with active tactical trading within the same offering, and does not participate in wrap programs or accept outside compensation for product sales.
Client services
Expertise
Fee options
Occasionally negotiable periodic flat rate based on case complexity
0.50% annually for standard accounts; 0.75% annually for Growth Platform accounts
Main office
Beaverton OR
Advisors at this office
1
Most active in
Oregon · Texas · Washington
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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