Willamette Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Willamette Financial Advisors provides investment management and comprehensive financial planning to individuals, businesses, pension and profit‑sharing plans, trusts, estates, and charitable organizations, tailoring services to each client’s stated objectives. The firm offers both discretionary and non‑discretionary portfolio management and a range of standalone planning services, including retirement, estate, tax, education funding, and risk‑management planning.
The firm pursues a long‑term, broadly diversified investment approach that uses mutual funds, exchange‑traded funds, individual equities, and fixed income instruments within a modern‑portfolio‑theory framework and a systematic management process. Accounts are monitored and reviewed regularly (at least annually and more often as needed), and the firm may employ third‑party asset managers or sub‑advisors for certain client mandates.
Noteworthy aspects of the firm include an educational emphasis around retirement rollovers and related materials — the brochure describes providing written comparisons, interactive questionnaires, and an educational approach consistent with U.S. Department of Labor guidance when discussing rollover options. Several investment adviser representatives are also licensed insurance agents, including arrangements as direct agents of insurance companies; the brochure discloses that commissions and affiliations may create conflicts of interest and explains the firm’s disclosure and suitability practices.
Client services
Expertise
Fee options
Fixed fee financial planning projects range from $750 to $5,000 depending on project scope and complexity
Under $100,000 - $99,999: 1.0% $100,000 - $249,999: 0.95% $250,000 - $749,999: 0.9% $750,000 - $1,499,999: 0.8% $1,500,000 - $2,500,000: 0.7% Over $2,500,000+: 0.6%
Some Investment Adviser Representatives receive commissions from insurance products sold to clients
$150 to $360 per hour depending on complexity and expertise
Fee-only: Hourly fees range from $150 to $360 per hour; Fixed fee projects range from $750 to $5,000
Main office
6650 SW Redwood Lane, Suite 310, Suite 310
Portland OR 97224
Advisors at this office
2
Most active in
California · Florida · Idaho · Illinois · Louisiana · Oregon · Texas · 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.
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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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
Richard S
Series 66
Portland, OR
Willamette Financial Advisors, LLC
Richard Steronko is a financial advisor with Willamette Financial Advisors, LLC in Portland, OR, holding a Series 66 credential and 18 years of industry experience. He has worked at Willamette Financial Advisors since 2015 and previously at Centaurus Financial, Inc. from 2015 to 2017. In addition to his advisory role, he serves as a social service specialist for the State of Oregon, providing social service referrals to dysfunctional families. Willamette Financial Advisors offers investment management and comprehensive financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, balanced approach with globally diversified portfolios and emphasizes ongoing client reviews and educational resources, including retirement plan rollover analyses.
James J
CFP®, Series 63, Series 66
Portland, OR
Willamette Financial Advisors, LLC
James Jones is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Willamette Financial Advisors, LLC since 2015. He previously worked at Centaurus Financial, Inc. from 2015 to 2017. Jones is also a licensed insurance producer with various insurance companies. Willamette Financial Advisors provides investment management and comprehensive financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, balanced, and disciplined approach to building globally diversified portfolios tailored to each client’s needs.
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