Fee-only adviser · Bend, OR
2260 West
2260 West is a fee-only investment adviser registered with the securities regulator of Oregon, with its main office in Bend, Oregon. On its latest Form ADV, filed October 23, 2026, it reports $103M in regulatory assets under management, 54 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Oregon |
|---|---|
| Firm CRD number | 310460 |
| Office | 2796 NW Clearwater DR Bend, OR 97703 |
| Phone | (541) 707-2260 |
| Website | www.2260west.com |
| Regulatory assets under management | $103M |
| Individual clients | 31 non-high-net-worth, 23 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bend
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- JGP Wealth Management, LLC $1.4B
- Cascade Financial Strategies $151M
- Axiom Wealth Strategies, LLC $125M
- Capstone Wealth Management Group, Inc. $243M
- Northwind Financial LLC $142M
See all 19 fee-only advisers in Bend →
Nearby
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