Colin Maulding is a registered investment advisor at 4:8 Financial, based in Canby, OR, with 16 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 824 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
4:8 Financial manages investments through LPL Financial's programs. The annual management fee for Optimum Market Portfolios, Guided Wealth Portfolios, and Model Wealth Portfolios ranges from 0% to 1.35%, and is negotiable. The fee is calculated and collected quarterly, in advance, based on the account’s prior quarter-end value. Guided Wealth Portfolios clients pay an LPL program fee of 0.35%.
Location
266 Northwest 1st Ave, Canby, OR, 97013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Colin operates under the DBAs 4:8 FINANCIAL and FINANCIAL ADVOCATES INVESTMENT MANAGEMENT as a registered investment advisor, dedicating full-time hours to these activities. He also has a business entity, MAULDING WEALTH MANAGEMENT, LLC, for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
4:8 Financial
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.