Inman Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$191,512,784
Clients
234
Advisors
3
of 5 employees
About
Inman Financial Services provides investment advisory and financial planning services to individual and high‑net‑worth clients. Offerings include ongoing portfolio management with written investment policy statements and model rebalancing, plus retirement, college, tax and estate planning and advice on mutual funds, fixed income, ETFs, REITs and insurance products such as annuities.
The firm employs fundamental analysis and modern portfolio theory within a long‑term trading framework and tailors portfolios to each client’s goals, time horizon and risk tolerance. Accounts are reviewed regularly (at least monthly) and may be managed on either a discretionary or non‑discretionary basis, with periodic reporting to clients.
A distinguishing feature is that some principals are licensed insurance agents and the firm may offer commissionable insurance products, which the brochure discloses as a potential conflict of interest the firm manages under its fiduciary policies. The firm also participates in institutional programs with custodians and fund complexes (including Charles Schwab and American Funds) that provide research, trading and practice‑support services to the adviser.
Client services
Expertise
Fee options
Fixed financial planning fees between $700 and $5,000, based on hourly rates of $150 to $250 per hour.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $1,500,000: 0.80% $1,500,001 - $2,000,000: 0.70% $2,000,001 - $2,500,000: 0.60% $2,500,001 - $3,000,000: 0.50% $3,000,001+: 0.40%
Account minimum: $250,000 minimum total investment or $50,000 minimum account size (negotiable)
Main office
12703 SW 67th Avenue
Portland OR 97223
Advisors at this office
3
Most active in
California · New Hampshire · Oregon · Texas · Washington
Also doing business as
Inman Financial Services · Inman Financial Services, Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Keith J
Series 65, Series 66
Portland, OR
Inman Financial Services, Inc.
Keith Johnson is a financial advisor at Inman Financial Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and Inman Financial Services since 2008. Inman Financial Services provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing fundamental analysis and modern portfolio theory within a long-term trading framework. The firm offers ongoing portfolio management, retirement, college, tax, and estate planning, and incorporates both discretionary and non-discretionary account management with regular client reporting.
Micah D
CFP®, Series 65
Portland, OR
Inman Financial Services, Inc.
Micah Dorr is a CFP® with seven years of industry experience, currently serving at Inman Financial Services, Inc. since 2018. Prior to joining Inman, he worked at Farmers Insurance from 2014 to 2018. Inman Financial Services, Inc. provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading focus to tailor investment strategies based on client risk tolerance, time horizon, and liquidity needs.
David I
Series 63
Portland, OR
Inman Financial Services, Inc.
David Inman is a financial advisor at Inman Financial Services, Inc. in Portland, OR, with 43 years of industry experience. He has held positions at Purshe Kaplan Sterling Investments and Security First Advisors before and during his tenure at Inman Financial Services, where he has worked for over three decades. He is also a licensed insurance agent involved in fixed annuity and life insurance sales. Inman Financial Services provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, retirement, college, tax, and estate planning. The firm uses fundamental analysis and modern portfolio theory within a long-term trading framework and tailors portfolios based on each client’s goals and risk tolerance.
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