Tailored Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,809,014
Clients
22
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$627,682
About
Tailored Financial Planning is a fee-only independent advisory firm that provides investment management, financial planning (ongoing and project-based), retirement plan consulting, and educational seminars or speaking engagements to individuals, employer plan sponsors, charitable organizations, and businesses. The firm offers discretionary portfolio management and implements written financial plans tailored to clients’ goals and circumstances.
The adviser emphasizes asset allocation and a blend of passive and active strategies informed by modern portfolio theory, and may use outside managers or Betterment for Advisors to implement models for clients. Clients receive written plans and periodic reviews, and the firm accommodates client-imposed investment restrictions and values-based (ESG) preferences when requested.
Relatively uncommon for a solo independent adviser, the firm explicitly offers retirement plan consulting for pension and profit‑sharing plans and conducts educational seminars and speaking engagements as part of its services. The firm’s principal holds CFP® credentials and has prior experience as a director of investments at a university foundation, and the firm manages about $15.5 million in discretionary assets, reflecting a small scale that supports hands-on plan consulting and client education.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fixed fees range from $1,000 to $6,000; Educational Seminars fees range from $0 to $2,500 per seminar.
$0 - $500,000: 1.0% $500,001 - $2,000,000: 0.75% $2,000,001+: 0.5%
Project-Based Financial Planning hourly rate: $300/hour.
Ongoing Financial Planning annual fee ranges from $1,200 to $7,200, paid monthly in arrears.
Fee-only: Investment Management and Financial Planning fees only; no commissions received.
Main office location
Tailored Financial Planning
Eugene OR, United States
Number of offices
1
Most active in
Tailored Financial Planning has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(541) 321-0715
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