FAQ
Good questions, straight answers.
The things people most often ask us before their first call. Still curious? Just ask.
Are you a fiduciary?
Yes — always, and in writing. We are a registered investment adviser and are legally required to act in your best interest in every recommendation we make.
What does fee-only mean?
Do you have an account minimum?
Do you work with clients outside Oregon?
How is your flat fee calculated?
Who holds my money?
Can I keep my existing accounts?
What if I want to stop working with you?
Free · 30 minutes · No pitch
Didn’t see your question? Ask us.
Bring your questions. You’ll leave with at least one idea you can act on this month — whether or not we work together.