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AB
CFP
AB
CFP
Aaron M Buechel
Deschutes Investment Consulting, LLC
3 Years of Experience
1 Disclosure
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Investment Management
Deschutes Investment Consulting, LLC
Compensation
Commission-Based
Fee-Only (AUM)
Fixed/Hourly
Firm Size
8 advisors
Number of Clients
334 clients
Average Client Portfolio
$7.4M average
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:
$5M
Financial Planning:
Investment management only
One-Time Plan:
$2,500 - $500,000
Hourly Rate:
$250 - $350/hr
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Location
200 SW Market Street, Suite 550, Portland, OR, 97201
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Criminal
May 1992
Final Disposition
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How to Read Disclosures
Employment History
Current Registrations
Deschutes Investment Consulting, LLC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Stream Financial Planning
December 2018 - January 2019 · 1 mo
State Registrations
1 state
OR
Advisor
Exams
No exam information available for this advisor.