Eugenio Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eugenio Financial provides discretionary portfolio management along with financial, retirement and estate planning to individuals, business owners and their families, as well as to profit‑sharing plans, trusts and estates. The firm reports managing approximately $37.8 million in client assets and offers written financial plans and ongoing advisory services tailored to each client’s stated objectives.
The firm generally operates under discretionary authority to implement investment recommendations and uses a mix of exchange‑listed equities, mutual funds, ETFs and fixed‑income instruments with strategies that range from long‑term purchases to shorter‑term trading. It is a fee‑only advisor that charges asset‑based fees and discloses a structured process for rollover recommendations, including acting as a fiduciary under ERISA/IRC and, where appropriate, providing an educational approach consistent with Department of Labor guidance.
What distinguishes Eugenio Financial from many independent peers is its explicit work with profit‑sharing and pension clients and its stated pension consulting and rollover advisory services. The Brochure also discusses investment vehicles and funds that may employ leverage and describes the firm’s discretion over separately managed accounts, indicating it may implement strategies or select vehicles involving borrowing or leverage when appropriate.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 2.15% annually $250,000 - $500,000: 1.85% annually $500,000 - $750,000: 1.65% annually $750,000 - $1,000,000: 1.35% annually $1,000,000 - $5,000,000: 1.10% annually $5,000,000+: 1.00% annually
$345 per hour for financial planning services.
Fee-only: Fee-only advisory firm compensated only by clients; no commissions or third-party compensation.
Main office
Tigard OR
Advisors at this office
1
Most active in
Oregon · Washington
Also doing business as
Cascade Financial Concepts, Inc. · Eugenio Financial
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)