Riley Thoubboron is a CFP-designated registered investment advisor at Fpfoco, based in Bend, OR, with 9 years of industry experience. Riley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 119 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are part of a comprehensive package that includes financial planning and tax preparation. Subject to a minimum annual fee of $7,500.
Fee Estimator
Location
Bend, OR
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Fpfoco
Previous Registrations
The Millstone Evans Group, LLC
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations4 states
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.
Exams
More Advisors
- Mary Ericksen, CFPFocus Partners Wealth, LLC
- Antoinette Laferriere, CFPFocus Partners Wealth, LLC
- Gina Patterson, CFPStratos Wealth Partners, LTD
- John Kelly, CFPRiverpath Investments LLC
- Cindy Hayes, CFA
- Julia Ullrich, CFPHippocratic Financial Advisors