Sittner & Nelson, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$977,748,283
Clients
455
Advisors
4
of 6 employees
About
Sittner & Nelson serves individuals, high‑net‑worth clients, trusts, retirement plans and other entities through a four‑advisor team that manages roughly $1.048 billion in client assets and advises about 455 client relationships. The firm offers wealth management, financial planning and consulting, and retirement plan consulting, typically charging asset‑based fees and providing ongoing portfolio management.
Advice is tailored to each client and generally delivered on a discretionary basis using fundamental analysis, long‑term buy‑and‑hold asset allocation, and a mix of mutual funds, ETFs, individual securities and separately managed accounts or Independent Managers. Clients can receive comprehensive written financial plans, assistance coordinating with third‑party professionals, and guidance on “held‑away” investments such as employer retirement plans and annuities.
Distinctive operational details noted in the brochure include a high level of assets per advisor (exceeding $200 million per advisor) and administrative practices that can affect custody, such as standing letters of authorization for certain clients and firm management serving as trustees and investment advisor to the firm’s 401(k) plan. The firm also discloses recent updates addressing cybersecurity and pandemic risks and describes relationships with custodians (Pershing/Schwab) that provide institutional services and ancillary benefits, items clients may consider when evaluating operational resilience and potential conflicts of interest.
Client services
Expertise
Fee options
Annual fixed fees may apply to certain types of accounts (e.g., 529 plans); Retirement plan consulting fixed fees typically range from $15,000 to $30,000 per year.
$0+: 0.95% +: 0.55%
Up to $350 per hour for stand-alone financial planning and consulting services.
Account minimum: $1,000,000 Fee-only: Financial planning consulting services charged hourly up to $350 per hour; no additional fees for wealth management clients' financial planning.
Main office
497 Oakway Road, Suite 300
Eugene OR 97401
Advisors at this office
4
Most active in
Arizona · California · Nevada · Oregon · Texas · Washington
Also doing business as
Sittner & Nelson · Sittner & Nelson, LLC · Sittner And Nelson Advisors, 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
Kevin S
CFP®, CFA®, Series 66
Eugene, OR
Sittner & Nelson, LLC
Kevin Sittner is a CFP® and CFA® with nine years of industry experience. He has been with Sittner & Nelson, LLC since 2016 and previously worked at PricewaterhouseCoopers from 2013 to 2016. He serves as treasurer for VisionGift, a nonprofit organization that recovers and screens donated tissues for grafts. Sittner & Nelson is a four-advisor team managing approximately $1.048 billion in client assets, serving individuals, high-net-worth clients, trusts, retirement plans, and other entities. The firm provides wealth management, financial planning, consulting, and retirement plan services, typically using a discretionary approach based on fundamental analysis and long-term asset allocation.
Freddie S
CFP®, Series 63
Eugene, OR
Sittner & Nelson, LLC
Freddie Sittner is a CFP® with 44 years of industry experience, currently serving as an advisor at Sittner & Nelson, LLC since 2010. Prior to this, he worked at Kms Financial Services, Inc. from 2005 to 2020. Outside of advising, he is also involved as an insurance agent selling disability, long-term care, and other insurance products. Sittner & Nelson, LLC serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing wealth management, financial planning, and retirement plan consulting. The firm manages approximately $895.9 million in discretionary assets across about 445 client relationships, emphasizing fundamental analysis, asset allocation, and a long-term buy-and-hold investment approach.
Todd N
CFP®, Series 66
Eugene, OR
Sittner & Nelson, LLC
Todd Nelson is a CFP® with 23 years of industry experience, currently serving at Sittner & Nelson, LLC where he has worked since 2010. Prior to this, he was associated with Kms Financial Services, Inc. for 15 years. Nelson serves on the supervisory committee of SELCO Community Credit Union, overseeing the credit union’s board and credit committee actions. Sittner & Nelson, LLC provides wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and business entities. The firm manages approximately $895.9 million in discretionary assets, employing a long-term, fundamental analysis-driven investment approach across a range of asset classes.
Sarah B
CFP®, Series 66
Eugene, OR
Sittner & Nelson, LLC
Sarah Brooke is a CFP® with 18 years of industry experience, currently serving as an advisor at Sittner & Nelson, LLC since 2010. Prior to that, she worked at KMS Financial Services, Inc. from 2007 to 2020. She is a member of the finance committee for Coburg Community Charter School. Sittner & Nelson, LLC is a four-advisor firm managing approximately $895.9 million in discretionary assets, serving individuals, high-net-worth clients, trusts, retirement plans, and other business entities. The firm provides wealth management, financial planning, and retirement plan consulting through discretionary portfolio management focused on fundamental analysis, asset allocation, and a long-term buy-and-hold strategy.
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