Rebecca Phillips is a CFP-designated registered investment advisor at Horst & Graben Wealth Management, LLC, based in Portland, OR. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,311 clients with $920M 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 $100K | 1.60% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.38% |
| $500K - $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
Fees are generally negotiable. The minimum annual fee for investment management services is $400.
Fee Estimator
Location
6600 SW 92nd Ave, Suite 210, Portland, OR, 97223
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
Horst & Graben Wealth Management, LLC
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
More Advisors
- Edward Truax, ChFCHorst & Graben Wealth Management, LLC
- Casey Cleveland, CFP, ChFCHorst & Graben Wealth Management, LLC
- Shuaisong Feng, CFACognitiant Registered Investment Advisors
- Ryan Long, CFAAdvisory Solutions Group
- Philip Richman, CFPCiclo Wealth LLC
- Reem Rizk-Hunter, CFPColdstream Wealth Management