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CFP
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CFP

Blaine Werner

44 Wealth Management LLC
49 Years of Experience
Eugene, OR
May Earn Commission
View SEC Summary
View SEC Summary

Blaine Werner is a CFP-designated registered investment advisor at 44 Wealth Management LLC, based in Eugene, OR, with 49 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 237 clients with $490M in assets under management.

44 Wealth Management LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
237 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$487.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual fee ranges up to 1.75% and can be structured as a flat percentage, tiered, or linear schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2350 Oakmont Way, Suite 104, Eugene, OR, 97401

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Blaine is a director and secretary of the Lane Werner Family Foundation, dedicating minimal time monthly. He is also a general partner in Lone Star, LLC, involved in timber activities, and serves on the boards of several non-profit organizations, including the Eugene Police Foundation and Ascend-CSEF.

Employment History
Current Registrations
44 Wealth Management LLC
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1995 - August 2020 · 25 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
September 1977 - September 1978 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1977 - August 2020 · 43 yrs
State Registrations5 states
AZCAORTXWA
Advisor

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
No exam information available for this advisor.
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