Helga Cuthbert is a CFP-designated registered investment advisor at Cuthbert Financial Guidance, based in Portland, OR, with 22 years of industry experience. Helga operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Cuthbert Financial Guidance's ongoing financial planning fees range from $2,600 to $15,000 annually, invoiced quarterly. The fee varies based on the client's complexity, including assets, liabilities, income, household members, investment accounts, insurance products, employee benefits, life transition planning needs, and estate size. There is also a one-time getting started fee equal to one-half of the client’s annual fee due at the first planning meeting. If the firm hasn’t seen you in 2+ years, in addition to the Flat Annual Fee there is also a one-time getting started fee due at the first meeting equal to one quarter of your annual fee.
Contact
Helga Cuthbert
Location
650 NE Holladay St., Ste 1600, Portland, OR, 97232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Helga is employed full-time as a Trust Administrator and Vice President at Suntrust Bank since 1998, where she administers trust accounts for clients.
Employment History
Current Registrations
Cuthbert Financial Guidance
State Registrations2 states
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