CLS Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CLS Financial Advisors serves individuals, including high‑net-worth clients, professionals, business owners, corporate executives and retirees, offering wealth management, portfolio management and limited consulting/financial planning. The firm provides ongoing planning that covers retirement projections, estate planning coordination, tax-aware planning and investment management using mutual funds, ETFs, individual securities and fixed‑income instruments.
The firm’s investment approach emphasizes the science of the capital markets, building broadly diversified portfolios and using systematic strategies (notably employing Dimensional Fund Advisors mutual funds), periodic rebalancing, and risk‑tolerance technology to tailor allocations to each client. Tax‑managed fund choices and environmentally sustainable options are available, and CLS coordinates employer retirement plan decisions with clients’ broader portfolios as part of an integrated planning process that includes biannual reviews.
A distinctive feature is the firm’s affiliation with a public accounting practice: its principals hold CPA credentials and one is a shareholder in an accounting firm, and some staff provide part‑time accounting and tax services to clients (the firms do not charge referral fees). That combination of in‑house accounting expertise, explicit tax considerations in portfolio design, and a DFA‑driven, systematic investment process is uncommon among similarly sized, fee‑only advisory firms.
Client services
Expertise
Occupation focus
Fee options
Fixed consulting fees typically ranging from $1,000 to $10,000
$0 - $1,000,000: 1.25% per annum or $9,000, whichever is less $0 - $1,000,000: $9,000 flat fee $1,000,000 - $3,500,000: 0.75% $3,500,000+: 0.50%
$350 per hour for consulting services
Account minimum: $720,000 Minimum fee: $9,000 annual minimum fee Fee-only: Fee-only compensation; no commissions or third-party fees received
Main office
9700 SW Capitol Hwy, Suite 285
Portland OR 97219-5292
Advisors at this office
3
Most active in
California · Oregon · 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
Sarah L
PFS™
Portland, OR
CLS Financial Advisors, Inc.
Sarah Lane is a PFS™ credentialed financial advisor with eight years of industry experience. She is affiliated with CLS Financial Advisors, Inc. and Schultz Group CPAs, PC, where she has worked since 2016. Prior to that, she spent a year at Portland State University. CLS Financial Advisors serves individuals, high-net-worth clients, and trusts, typically working with professionals, business owners, corporate executives, and retirees. The firm utilizes broadly diversified, systematic portfolios based on capital-markets research and integrates tax-sensitive and sustainable investment options according to client preferences.
Stephanie L
Series 65
Portland, OR
CLS Financial Advisors, Inc.
Stephanie Lum is a financial advisor at CLS Financial Advisors, Inc. in Lake Oswego, OR, with one year of industry experience. She holds a Series 65 designation and has been with CLS Financial Advisors since 2008. Outside of her advisory role, she serves as treasurer and executive board member for Reading Results, a nonprofit providing early elementary school reading tutors to underserved communities in Portland, OR. CLS Financial Advisors serves individuals, high-net-worth individuals, and trusts, typically working with professionals, business owners, corporate executives, and retirees. The firm employs a broadly diversified, systematic investment approach grounded in capital-markets research and integrates tax-sensitive and sustainable investment options according to client preferences.
Ryan G
PFS™, Series 66
Portland, OR
CLS Financial Advisors, Inc.
Ryan Genor is a financial advisor at CLS Financial Advisors, Inc. in Portland, OR, holding the PFS™ designation and Series 66 license with 10 years of industry experience. He has been with CLS Financial Advisors since 2012 and is also affiliated with Schultz Group CPAs, PC. Outside of his advisory role, Genor coaches the ski team at Jesuit High School. CLS Financial Advisors serves individuals, high-net-worth clients, and trusts, focusing on professionals, business owners, corporate executives, and retirees. The firm employs a broadly diversified, systematic investment approach grounded in capital-markets research and integrates tax-sensitive and sustainable investment options tailored to client preferences.
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