Rooted Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rooted Financial Group, LLC (d/b/a Rooted Financial Advisors) provides investment advisory services to individuals and families as well as pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm offers discretionary and non‑discretionary asset management, Unified Managed Account (UMA) solutions, tax overlay services (including tax loss harvesting and optional direct indexing via Astro), and ERISA investment fiduciary services for employer‑sponsored retirement plans.
The firm develops individualized asset allocation guidelines and manages portfolios through a mix of direct securities, mutual funds, ETFs, and third‑party managers, applying both fundamental and technical analysis where appropriate. Rooted Financial conducts ongoing due diligence on third‑party managers, monitors transitions of client holdings, and uses an overlay manager for UMA trading, rebalancing and reporting.
Noteworthy details in the firm’s ADV include its rapid start — founded in March 2025 — and, as reported, $108,680,079 in assets under management across 663 accounts, which translates into a relatively large number of accounts per advisor for a small advisory team. Rooted Financial maintains a business relationship and operational affiliation with OneAscent (OAFS/OAIS) that provides platform, overlay and back‑office services (including a UMA program), a relationship the brochure discloses as a potential conflict of interest because platform fees vary with assets placed on the platform.
Client services
Expertise
Fee options
Flat fees between $1,000 and $100,000 per annum (negotiable)
0.50% to 2.00% per annum (negotiable, varies by account size and complexity)
Fee-only: Flat fees between $1,000 and $100,000 per annum (negotiable)
Main office
7307 Southwest Beveland Road, Suite 200
Tigard OR 97223
Advisors at this office
2
Most active in
Arizona · Oregon · Texas · Washington
Also doing business as
Rooted Financial Advisors · Rooted Financial Group, 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
Miles C
Series 65
Tigard, OR
Rooted Financial Group, LLC
Miles Corrigan is a financial advisor at Rooted Financial Group, LLC with a Series 65 designation and one year of industry experience. He has held various roles in educational and church settings, including positions at George Fox University and Athey Creek Church. Rooted Financial Group provides investment advisory services to individuals, families, and institutional clients, offering discretionary and non-discretionary asset management, Unified Managed Account solutions, tax overlay services, and ERISA investment fiduciary services. The firm employs individualized asset allocation strategies and manages portfolios using a combination of direct securities, mutual funds, ETFs, and third-party managers.
Thomas W
Series 66
Tigard, OR
Rooted Financial Group, LLC
Thomas Walker Jr. is a financial advisor at Rooted Financial Group, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, LPL Financial, and FSC Securities Corp. He is also affiliated with DMK Advisor Group as a financial advisor. Rooted Financial Group provides investment advisory services to individuals, families, and various institutional clients, offering discretionary and non-discretionary asset management along with specialized tax and ERISA investment fiduciary services. The firm manages portfolios using a combination of direct securities, mutual funds, ETFs, and third-party managers, supported by ongoing due diligence and an overlay manager for trading and rebalancing.
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