Michelle Onaka is a registered investment advisor at Nectarine, based in Corvallis, OR, with 2 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 3,210 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Nectarine Financial offers ongoing financial planning services billed quarterly in advance, with fees typically ranging from $100 to $3,000 per quarter. This service includes collaborative ongoing advice on cash flow, goals, investments, retirement, insurance, debt, estate planning, employer benefits, and email access throughout the year.
- One-hour financial planning session — generally less than $500, designed for specific financial planning topics with a recap email and action items.
- Comprehensive financial plan (The Plan Services) — generally less than $10,000 for an eight-week engagement that includes three meetings, document review, expert analysis, implementation help, and custom planning.
Location
262 NW Polk Ave, Corvallis, OR, 97330
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 →Other Business Activities
Michelle is the founder of Intentional Money Life, a private residence in Corvallis, OR, offering financial education and money coaching. This activity, which is not investment-related, takes about 10-20% of Michelle's time.
Employment History
Current Registrations
Nectarine
Clarity Wealth Development, LLC
State Registrations2 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
- Brett Sizemore, CFPMercer Global Advisors INC.
- Monica Baez, ChFCState Farm Investment Management CORP.
- Tristan Peterman, CFP, ChFCLPL Financial LLC
- Keith Marshall, CFPHurley Financial Group, INC.
- Eric Cheney, CFPVantage Wealth Management LLC
- Gary Cotterell, CFPEdward Jones