Green Tree Wealth, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Green Tree Wealth, Inc. is a newly registered investment adviser that provides portfolio management for pooled and institutional clients and also offers financial planning and consulting services to individuals and business entities. The firm builds client allocations from model portfolios and may engage sub‑advisers to implement discretionary strategies; it currently reports no assets under management.
Green Tree employs a tactical asset allocation framework, constructing customized portfolios and rebalancing as needed while retaining authority to hire, fire, or reallocate among selected sub‑advisers. The firm considers tax consequences for taxable accounts and offers ongoing planning and standalone consulting engagements in addition to its portfolio management services.
Noteworthy features include the principal’s activity as a licensed insurance agent, the formal use and selection of third‑party sub‑advisers (including a named sub‑adviser), and the acceptance of hourly billing for financial consulting—each of which is less common among peer investment managers. The firm also uses custodial arrangements that allow limited fee deductions by the custodian and may waive or set account minimums at its discretion.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Tax-loss harvesting
Wealth management
College savings (529s, UTMA, etc.)
Fee options
Comprehensive financial planning services $3,500 - $7,500
$0 - $500,000: 2.00% $500,001 - $1,500,000: 1.50% $1,500,001 - $3,000,000: 1.25% $3,000,000+: 1.00%
Financial consulting services $250 - $400 per hour
Ongoing financial planning fees $400 - $600 per month
Account minimum: $500,000 Fee-only: Comprehensive financial planning services $3,500 - $7,500; Ongoing financial planning $400 - $600 per month; Financial consulting $250 - $400 per hour
Main office location
Green Tree Wealth, Inc
937 Nw Newport Ave, Suite 211
Bend OR 97703, United States
Number of offices
1
Most active in
Green Tree Wealth, Inc has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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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