Littlejohn Financial Services Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$163,345,390
Clients
555
Advisors
4
of 8 employees
About
Littlejohn Financial Services is an SEC‑registered, team‑based advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, businesses, nonprofits and employer retirement plans. The firm provides discretionary portfolio management, financial planning and consulting, and retirement‑plan advisory services that include investment oversight and ERISA‑related fiduciary support.
The team generally follows a long‑term, fundamental‑analysis approach to build diversified portfolios using mutual funds, ETFs, individual equities and fixed income while retaining flexibility to use shorter‑term trades, margin or options when appropriate for client objectives. Advisors work with clients to establish investment policy statements, tailored asset allocations and ongoing monitoring, and they consider trading costs, tax and custodial constraints when selecting fund share classes.
A distinctive feature of the firm is its emphasis on client education: it offers periodic, no‑cost financial workshops/seminars, provides participant enrollment and education tracking for retirement plans, and its principal communicates through a weekly financial radio program. The firm also maintains relationships with multiple custodians and uses institutional platform services to support reporting and administrative functions for client accounts.
Client services
Expertise
Occupation focus
Fee options
Fixed fees based on project, $750 to $2,000 for wills and trust paperwork assistance
$5,000 - $50,000: 2.00% $50,000 - $100,000: 1.50% $100,000 - $250,000: 1.40% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $3,000,000: 0.60% $3,000,000+: 0.50%
Hourly fees for financial planning or consulting services up to $350/hour
Minimum fee: Minimum engagement fee for financial planning or consulting engagements is $300 Fee-only: Investment advisory fees based on asset tiers as above; financial planning fees hourly up to $350/hour or fixed fees $750 to $2,000 for wills and trust paperwork
Main office
2000 West Harvard Avenue, Suite 100
Roseburg OR 97471
Advisors at this office
4
Most active in
Arizona · California · Idaho · Oregon · Texas · Washington
Also doing business as
Littlejohn Financial · Littlejohn Financial Services Inc · Littlejohn Financial Services, Inc · Littlejohn Financial Services, LLC · Vantage Point 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:
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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.
Quick links
Advisors at this firm
Justin B
Series 63, Series 65
Roseburg, OR
Littlejohn Financial Services Inc
Justin Bruggeman is a financial advisor at Littlejohn Financial Services Inc with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Littlejohn Financial Services since 2017, following a year at COUNTRY Capital Management Company. Outside of his advisory role, he is involved in insurance sales. Littlejohn Financial Services is an SEC-registered, team-based advisory firm serving individuals, trusts, estates, businesses, nonprofits, and employer retirement plans. The firm employs a long-term, fundamental-analysis investment approach and emphasizes client education through workshops and other outreach activities.
Matthew D
Series 65
Roseburg, OR
Littlejohn Financial Services Inc
Matthew Dickson is a financial advisor at Littlejohn Financial Services Inc with a Series 65 designation and four years of industry experience. Prior to joining Littlejohn Financial Services in 2021, he worked in the Roseburg and Glide School Districts from 2013 to 2021. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.
Fred L
CFP®, Series 63, Series 66
Roseburg, OR
Littlejohn Financial Services Inc
Fred Littlejohn is a CFP® professional with 23 years of experience in the financial services industry. He is the owner of Littlejohn Financial Services Inc and previously worked at Bigfoot Investments for 12 years. Outside of his advisory role, he is a licensed insurance agent in Oregon and holds a minority ownership in a company manufacturing lumber transport equipment. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with customized portfolio management, financial planning, and retirement-plan advisory services. The firm offers primarily long-term investment strategies and provides no-cost financial workshops and seminars to clients.
Wesley H
Series 66
Roseburg, OR
Littlejohn Financial Services Inc
Wesley Holt is a financial advisor with Littlejohn Financial Services Inc. in Salem, OR, holding a Series 66 designation and 16 years of industry experience. He has worked with Littlejohn and its related entities since 2013 and has been self-employed since 2009. Outside of advising, Holt serves as president of a bookkeeping and payroll services company and works as a health coach, spending several hours monthly coaching clients on weight loss. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.
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