Zachary Guffy is a CFP-designated registered investment advisor at Blue Anchor Wealth Advisors, LLC, based in Bend, OR, with 7 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 266 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The 1.5% portfolio management fee is negotiable.
Fee Estimator
Location
790 SW Industrial Way STE 100, Bend, OR, 97702
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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.
Learn about disclosures →Employment History
Current Registrations
Blue Anchor Wealth Advisors, LLC
Previous Registrations
Beacon Pointe Advisors, LLC
J.P. Morgan Securities LLCBroker
State Registrations6 states
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