Corvallis, OR Office
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The Freyr Group
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About
The Freyr Group provides discretionary asset management, financial planning (initial and ongoing), and ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm also makes available insurance products through an affiliated insurance business and offers plan education and participant services as part of its retirement plan work.
Portfolios are managed using a combination of fundamental, technical, cyclical and Modern Portfolio Theory analysis, with periodic reviews (at least quarterly) for rebalancing and tax-loss-harvesting opportunities. The firm discloses that it may employ options and other derivatives and permit borrowing (margin) in separately managed accounts, practices that introduce additional leverage and risk compared with many peers.
Distinctive features include its relatively recent founding and modest scale (approximately $64.5 million in AUM with three advisors) while offering both retail and ERISA 3(21) plan services, creating cross‑service relationships between institutional and individual clients. The advisory team’s affiliation with an insurance agency — and the receipt of insurance commissions for products sold — is disclosed as a potential conflict of interest and is managed through procedures and client disclosures.
Based on The Freyr Group
Expertise
Based on The Freyr Group
Location
Corvallis OR
Advisors at this office
2
Advisors at this office
Kekoa P
Series 66
Corvallis, OR
The Freyr Group
Kekoa Pfau is a financial advisor at The Freyr Group with two years of industry experience. He holds the Series 66 designation and previously worked at GPS Wealth Strategies Group and LPL Financial LLC. Outside of his advisory role, he operates Motive Works, a website creation business. The Freyr Group provides discretionary asset management, written financial planning, and ERISA 3(21) retirement-plan advisory services for individual clients and plan sponsors. The firm manages approximately $53 million across about 78 clients, serving both high-net-worth and non-HNW individuals with a strategy that incorporates fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Brandon K
CFP®, Series 63, Series 66
Corvallis, OR
The Freyr Group
Brandon Konda is a CFP® professional with 18 years of industry experience, currently serving at The Freyr Group since 2024. His prior experience includes roles at Spc and Parkland Securities, LLC from 2010 to 2024, and he manages an affiliated insurance business offering life and non-variable insurance products. Outside of his advisory work, he participates in community activities as a Finance Subcommittee member of the Benton County Community Foundation, serves as secretary for the local Little League board, and is President of the Fairway View Estates HOA in Corvallis, OR. The Freyr Group provides discretionary asset management, written financial planning, and ERISA 3(21) retirement-plan advisory services for individuals and plan sponsors, managing approximately $53 million across about 78 clients. The firm employs a multifaceted investment process incorporating fundamental, technical, cyclical, and Modern Portfolio Theory analyses, and uses options, margin, and borrowing strategies within discretionary accounts.
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