Portland Financial Planning Group
Portland Financial Planning Group is a leading financial advisory firm located in Portland, Oregon. The firm specializes in providing comprehensive financial planning services to a diverse range of clients. With a team of experienced and knowledgeable advisors, the firm is dedicated to helping clients achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized financial planning services tailored to each client’s unique needs and goals
- Offers a wide range of financial services to help clients achieve financial success and security
- Uses a holistic approach to financial planning, taking into account all aspects of a client’s financial health
- Provides ongoing support and guidance to help clients navigate the ever-changing financial landscape
Facts and Insights
To better understand the scope and success of Portland Financial Planning Group, let’s take a look at some key facts and insights:
Assets Under Management, Number of Advisors and Time in Business:
| As of 2021 | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 10 years |
Financial Services Offered
Portland Financial Planning Group offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
The firm works with a wide range of clients including:
- Individuals and families
- Business owners and entrepreneurs
- High net worth individuals
- Retirees
Fees & Compensation
Portland Financial Planning Group operates on a fee-based structure, which means their compensation is determined by a percentage of the assets under management. This ensures that the firm’s interests are aligned with those of their clients, as the more their clients’ portfolios grow, the more the firm earns in fees. The firm also offers fee-only services for clients who prefer a more transparent and unbiased compensation structure.
Background
The team at Portland Financial Planning Group is led by Mark Thompson, a certified financial planner (CFP) with over 20 years of experience in the industry. Under his leadership, the firm has grown and expanded its services while maintaining a strong focus on personalized and high-quality financial planning.
Financial Advisor Disclosures to Know
Portland Financial Planning Group is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means the firm has a fiduciary duty to act in the best interest of their clients at all times. Additionally, the firm has a clean disciplinary record, meaning there have been no legal or regulatory actions taken against them or their advisors.