Eldon Reese Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eldon Reese Advisory Group works with individuals and families—including high-net-worth and non‑HNW clients—as well as employer plan sponsors. The firm offers financial planning and coaching, discretionary portfolio management, business consulting for owner‑clients, and ongoing retirement plan advisory services.
Investment approach emphasizes long‑term, asset‑allocation based strategies using mutual funds, ETFs, stocks and bonds, with an overall buy‑and‑hold orientation; when active management is appropriate the firm commonly recommends and monitors an outside manager/TAMP relationship. Financial planning and coaching are delivered on a non‑discretionary basis with client‑provided data captured in planning software, while portfolio management is provided on a discretionary basis and tailored to each client’s objectives.
Distinctive elements include a small advisory team managing roughly $60 million in assets and a formal business‑consulting program for business owners that follows a multi‑step process from personal planning through exit planning. The firm also discloses that its advisers are licensed insurance agents (and will receive commissions on insurance sales), and that a material practice change involved moving third‑party managed accounts to AssetMark as an outside manager—features the firm discloses and addresses in its conflicts and oversight procedures.
Client services
Expertise
Occupation focus
Fee options
Business Consulting Services flat fees per step ranging from $2,400 to $4,800; Component Financial Plan typically $1,000.
Under $100,000 - $100,000: 0.80% $100,000 - $500,000: 0.70% $500,000 - $1,000,000: 0.60% $1,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.45% $5,000,000 - $10,000,000: 0.40% Over $10,000,000+: Negotiable
Commissions earned on insurance products sold by Investment Adviser Representatives who are also licensed insurance agents.
Implied hourly rate for Financial Planning Services is $200/hour.
Financial Coaching Services: $100 per month, paid monthly in advance.
Fee-only: Financial Planning: $2,400 to $3,600 for Comprehensive Plan; $1,000 for Component Plan; Financial Coaching: $100/month; Business Consulting: $2,400 to $4,800 per step depending on complexity; Employee Retirement Plan Services: 0.25% to 0.75% annual asset-based fee or $20 to $50 per participant annual flat fee.
Main office
See office4900 SW Griffith Dr, Suite 103
Beaverton OR 97005
Advisors at this office
2
Offices (2)
Most active in
Oregon · Utah · Washington
Also doing business as
Bolinger Solutions, LLC · Eldon Reese Advisory Group
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
Advisors at this firm
Duane B
CFP®, ChFC®, Series 63, Series 65
Beaverton, OR
Eldon Reese Advisory Group
Duane Bolinger is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has worked at Eldon Reese Advisory Group since 2022 and previously spent 12 years with Oneamerica Securities and American United Life. Outside of his advisory role, he serves as a board member for the Liberty Fast Break Club, a youth basketball program. Eldon Reese Advisory Group serves individuals, families, business owners, and retirement plan sponsors with financial planning, discretionary portfolio management, and employee retirement plan advisory services. The firm emphasizes asset allocation and a long-term buy-and-hold investment approach, utilizing mutual funds, ETFs, and individual securities, and offers services including financial coaching and business consulting.
Blaine B
Series 63, Series 65
Beaverton, OR
Eldon Reese Advisory Group
Blaine Burnett is a financial advisor at Eldon Reese Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Great Oak Financial Group and Cetera Advisors LLC. Outside of his advisory role, Burnett owns and manages a horse barn in Canby, Oregon. Eldon Reese Advisory Group serves individuals, families, and employer plan sponsors, offering financial planning, discretionary portfolio management, and business consulting with an emphasis on long-term, asset-allocation strategies and tailored client solutions.
Spencer D
Series 63, Series 65
Provo, UT
Eldon Reese Advisory Group
Spencer Dickinson is a financial advisor at Eldon Reese Advisory Group in Provo, UT, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Clearstone Associates, Gajardo Wealth Management, and Brigham Young University. Spencer has also been involved with The Church of Jesus Christ of Latter Day Saints. Eldon Reese Advisory Group serves individuals, families, and employer plan sponsors, offering financial planning, discretionary portfolio management, and business consulting. The firm employs a long-term, asset-allocation investment approach with a focus on buy-and-hold strategies and utilizes outside managers when active management is appropriate.
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