Chelsea Mayer is a CFP-designated registered investment advisor at 2260 West, based in Bend, OR, with 5 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 43 clients with $76M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2796 NW Clearwater Dr, Bend, OR, 97703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chelsea works as a Staff CPA at Patrick Casey & Co. LLP, a CPA firm, preparing income tax returns and performing accounting functions. This takes nearly a full-time commitment.
Employment History
Current Registrations
2260 West
State Registrations1 state
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