Practice First Investment Advisors LLC

Fee-Only (% of Portfolio)

Practice First Investment Advisors is an Oregon-based registered investment advisor founded in July 2026 and led by Tanner Mark Woolley. Practice First Investment Advisors offers ongoing portfolio management tailored to each client's individual goals, risk tolerance, time horizon, and tax situation. The firm builds customized investment strategies using mutual funds, exchange-traded funds, equities, fixed-income securities, and non-United States securities. In addition to investment management, Practice First Investment Advisors provides financial planning that covers investment planning, tax concerns, retirement planning, college planning, estate planning, and debt and credit planning. Practice First Investment Advisors also maintains an affiliation with Practice First Advisors, an accounting firm owned by Tanner Mark Woolley, allowing for coordinated tax and financial advice.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.35%

Fees are generally negotiable.

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

1 Advisors at this firm

Practice First Investment Advisors LLC - Fees, AUM & Advisors | TrueAdvisor