Financial Advisors
Bergen Financial Group
Financial Advisor serving Peoria, Oregon
📍 8765 West Kelton Lane, Peoria, AZ, 85382, Peoria, Oregon
📍 8765 West Kelton Lane, Peoria, AZ, 85382, Peoria, Oregon
About Bergen Financial Group
Bergen Financial Group is a financial advisor located in Peoria, Oregon. As a local financial advisor, they serve Peoria and surrounding communities in Oregon. Contact them through ProHorizon for a free quote.
Financial professionals in Peoria should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Oregon securities regulator before sharing any financial information.
💰 What Financial Advisors Cost in Peoria
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 Peoria may vary based on the scope of work and provider.
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✅ Tips for Hiring Financial Advisors in Peoria
✓ 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 Peoria?
Financial Advisors in Peoria 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 Peoria?
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 Peoria to choose from.
Does Bergen Financial Group offer free quotes?
Contact Bergen Financial Group directly to ask about free estimates. You can also request a quote through ProHorizon.