COPIA WEALTH MANAGEMENT

Name: COPIA WEALTH MANAGEMENT
Address: 572 SW BLUFF DRIVE #100, BEND, OR 97702, bend, CA, US
Telephone: (541) 647-2545
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Bend, California

📍 572 SW BLUFF DRIVE #100, BEND, OR 97702, Bend, California

📞 (541) 647-••••

✦ Get a Free Quote 📞 Request a Callback

📍 572 SW BLUFF DRIVE #100, BEND, OR 97702, Bend, California

About COPIA WEALTH MANAGEMENT

COPIA WEALTH MANAGEMENT is a financial advisor located in Bend, California. As a local financial advisor, they serve Bend and surrounding communities in California. You can reach them through ProHorizon. 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

% of assets/year

Premium

% 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

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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 COPIA WEALTH MANAGEMENT offer free quotes?

Contact COPIA WEALTH MANAGEMENT directly to ask about free estimates. You can also request a quote through ProHorizon.