Northwest Quadrant Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$569,711,512
Clients
1,004
Advisors
2
of 3 employees
About
Northwest Quadrant Wealth Management provides comprehensive portfolio management to individual and high‑net‑worth clients and offers standalone estate‑planning services facilitated through a third‑party technology provider. The firm also distributes monthly and quarterly e‑newsletters at no charge and makes wrap fee programs available on a limited, firm‑approved basis in addition to managing discretionary accounts.
The adviser gathers client information through at least one meeting to develop individualized investment plans and conducts account reviews at least quarterly, with periodic rebalancing as appropriate. Portfolios are managed using ETFs, mutual funds, individual stocks and bonds, a long‑term fundamental analysis orientation, and conservative cash management in money‑market instruments and short‑term debt when appropriate.
The firm’s brochure highlights an unusually large client and asset load relative to its advisory headcount: roughly $575 million in discretionary AUM and about 1,004 clients served by two advisors, producing high AUM and client counts per advisor. The filing also discloses that certain supervised persons are registered representatives of LPL and may sell commissionable securities, and that the firm receives custodial and practice‑support services from LPL and Schwab while offering estate planning through the Wealth, Inc. platform.
Client services
Expertise
Fee options
Estate Planning services charged on a flat fee basis up to $4,000, with no retainer exceeding $1,200 if services cannot be rendered within 6 months.
Less than $100,000 - $100,000: 1.50% $100,000 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% Over $3,000,000+: 0.75%
Securities sales for commission through representatives registered with LPL Financial, including distribution or trail fees from mutual funds.
Account minimum: $250,000
Main office
650 SW Bond St., Suite 250
Bend OR 97702
Advisors at this office
2
Most active in
Alaska · Arizona · California · Colorado · Idaho · Louisiana · Nebraska · New Hampshire · Oregon · Texas · Washington
Also doing business as
Northwest Quadrant Wealth Management · Northwest Quadrant, LLC
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
Tyler S
Series 63, Series 66
Bend, OR
Northwest Quadrant Wealth Management
Tyler Simones is a financial advisor at Northwest Quadrant Wealth Management with 25 years of experience in the industry. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Kms Financial Services. He is involved in a radio show called Financial Focus, which serves as a marketing tool for his advisory firm. Northwest Quadrant Wealth Management serves individual and high-net-worth clients, providing comprehensive portfolio management and standalone estate-planning services. The firm manages discretionary accounts using ETFs, mutual funds, stocks, and bonds with a long-term fundamental approach, conducting regular reviews and rebalancing as needed.
Robert F
Series 63, Series 65
Bend, OR
Northwest Quadrant Wealth Management
Robert Fenili is a financial advisor with Northwest Quadrant Wealth Management in Bend, OR, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at LPL Financial for eight years before joining Northwest Quadrant CPAs LLP. Northwest Quadrant Wealth Management provides portfolio management and estate-planning services primarily to individual and high-net-worth clients. The firm manages portfolios with a long-term fundamental analysis approach using ETFs, mutual funds, stocks, and bonds, and serves approximately 1,004 clients with about $575 million in discretionary assets under management.
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