Fee-only adviser · Beaverton, OR
B P Financial Associates, LLC.
B P Financial Associates, LLC. is a fee-only investment adviser registered with the securities regulators of Oregon, Washington, with a mailing address in Beaverton, Oregon (its office is a private residence, so the street address is not published). On its latest Form ADV, filed May 19, 2026, it reports $56M in regulatory assets under management, 304 individual clients and 1 employee who gives 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, Washington |
|---|---|
| Firm CRD number | 166548 |
| Office | Beaverton, OR (mailing address; office not published) |
| Phone | (503) 619-7237 |
| Website | Not listed |
| Regulatory assets under management | $56M ($54M discretionary) |
| Individual clients | 292 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 19, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Beaverton
- Roi Financial $264M
- Grange Capital, LLC $217M
- Erlandson Wealth Management $68M
- Defined Wealth Management, LLC $254M
- Capitol Family Office, Inc. $136M
- Main Avenue Financial Services, LLC $102M
See all 15 fee-only advisers in Beaverton →
Nearby
- Tigard 4 firms
- Lake Oswego 34 firms
- Portland 58 firms
- Tualatin 2 firms
- Hillsboro 4 firms
- Milwaukie 1 firm
- West Linn 4 firms
- Wilsonville 2 firms
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