Lissa Piper is a CFP-designated registered investment advisor at Money Blossoms, based in Beavereton, OR, with 4 years of industry experience. Lissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 9 clients with $5.4M 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 | 1.25% |
Investment management is only available for clients using their ongoing financial planning services, but may be offered on its own at Money Blossom's discretion. Fees may be negotiable.
Fee Estimator
Contact
Lissa Piper
Location
Beavereton, OR
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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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Lissa is employed with Tualatin Valley Fire & Rescue, dedicating most of her time to this role during trading hours.
Employment History
Current Registrations
Money Blossoms
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.
Exams
Additional Information
As the first to finish college in a working-class family, I was on my own to figure out not just how to pay for college but all aspects of my finances. There never seemed to be enough money for the basics, and definitely not money to put away for savings.