Iambic Financial L.L.C
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Iambic Financial LLC is a fee-only, SEC-registered adviser that offers investment management, comprehensive financial planning, and educational seminars to individuals, high‑net‑worth clients, and small businesses. The firm provides discretionary portfolio management as well as limited‑scope hourly financial planning engagements.
Iambic follows a passive, asset‑allocation‑driven approach, constructing diversified portfolios predominantly with no‑load mutual funds and exchange‑traded funds and maintaining target allocations through documented investment policy statements and periodic rebalancing. The adviser uses research and analytical software to design allocations intended to balance correlation, risk exposure, and long‑term return potential rather than attempting market timing.
Notable distinctions include the firm’s explicit offering of public educational seminars and separate hourly planning services alongside its asset‑based management, and its stated practice of allowing planning fees to be credited toward subsequent investment management engagements. The firm is newly formed and conducts custody and trading through an institutional platform, which it discloses may provide support services to the adviser while clients retain custody and voting rights.
Client services
Expertise
Fee options
$0 - $1,250,000: 0.95% $1,250,000+: 0.60%
$325 per hour for limited-scope financial planning engagements
Account minimum: No minimum account size required; however, there is a minimum annual fee of $10,000. Minimum fee: $10,000 minimum annual fee Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon
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”)