Strada Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strada serves individuals (including high‑net‑worth clients), businesses, and not‑for‑profit organizations with discretionary portfolio management, financial planning, financial consulting, and private investment consultations. Clients may engage the firm for ongoing portfolio management, stand‑alone planning, or specialized consulting on illiquid investments such as 1031 exchanges and qualified opportunity zone investments.
The firm’s investment process is grounded in Modern Portfolio Theory and combines third‑party research with asset‑allocation and discretionary implementation, including the use of independent managers on a third‑party custody platform. Financial planning is routinely integrated with investment management and, when requested, the firm coordinates with clients’ other advisors to address tax, estate, and legacy objectives while also evaluating private investments through additional due diligence.
Strada is distinctive among similarly sized supported firms because it operates under common ownership with an affiliated accounting practice and its representatives are also licensed to sell insurance—an uncommon combination in this peer group. Its advisory team includes professionals with tax and accounting backgrounds and advanced credentials (including CFP and PFS designations), and the firm provides hands‑on private investment support such as due diligence reviews, investor calls, and property site visits.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.15% $1,000,001+: 1.00%
Insurance products commissions earned by Representatives (conflict of interest disclosed)
Financial Planning billed at $250 per hour
Fee-only: Standalone Financial Planning: $750 to $5,000; Hourly Financial Planning: $250/hour; Financial Consulting: 0.05% to 0.30% of net worth; Due diligence fees: $1,500 to $2,500 per investment
Main office
28600 SE Highway 212
Boring OR 97009
Advisors at this office
2
Most active in
Arizona · Oregon · Texas · Utah · Washington
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Brian H
CFP®, PFS™, Series 66
Boring, OR
Strada Financial Group LLC
Brian Harris is a Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS™) with 10 years of industry experience. He is currently with Strada Financial Group LLC, where he has worked since 2015, including a period with Avantax Insurance Agency LLC. Harris is also the owner and advisor of Strada Tax & Consulting, a tax planning and preparation business. Strada Financial Group serves individuals, businesses, and nonprofit organizations by providing portfolio management, financial planning, and consulting services. The firm follows a Modern Portfolio Theory approach, emphasizing asset allocation and diversification, and offers integrated tax and accounting support through its affiliated accounting practice.
Tyson P
Series 65
Boring, OR
Strada Financial Group LLC
Tyson Papenfuss is a financial advisor at Strada Financial Group LLC with two years of industry experience. He holds a Series 65 designation and has worked at US Bank since 2015. Strada Financial Group serves individuals, businesses, and nonprofit organizations by providing portfolio management, financial planning, consulting, and private investment advice. The firm follows a Modern Portfolio Theory-based approach, emphasizing asset allocation and diversification, and integrates tax and accounting support through a commonly owned accounting practice.
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