Financial Advisors
Boss Mortgage
Financial Advisor serving Bend, California
📍 304 Northeast 3rd Street, Bend, OR, 97701, Bend, California
📍 304 Northeast 3rd Street, Bend, OR, 97701, Bend, California
About Boss Mortgage
Boss Mortgage is a financial advisor located in Bend, California. As a local financial advisor, they serve Bend and surrounding communities in California. Contact them through ProHorizon for a free quote.
Financial professionals in Bend should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.
💰 What Financial Advisors Cost in Bend
Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year
Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Bend may vary based on the scope of work and provider.
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✅ Tips for Hiring Financial Advisors in Bend
✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers
Frequently Asked Questions
How much does a financial advisor cost in Bend?
Financial Advisors in Bend typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Bend?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 0 financial advisors in Bend to choose from.
Does Boss Mortgage offer free quotes?
Contact Boss Mortgage directly to ask about free estimates. You can also request a quote through ProHorizon.