# Portland Financial Planning Group

Portland Financial Planning Group is a RIA based in Portland, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Portland, Oregon, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 116168
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116168

## About

PORTLAND FINANCIAL PLANNING GROUP is a state-registered investment adviser in PORTLAND, ME. The firm manages $78 million in regulatory assets, $3 million on a discretionary basis. It has 2 employees and 1 investment adviser.

## Questions

### What services does Portland Financial Planning Group offer?

The firm focuses on financial planning, including portfolio management, retirement planning, and tax-sensitive strategies, delivered under a fiduciary framework.

### Is Portland Financial Planning Group a fiduciary?

As a registered investment advisor, the firm is legally bound to a fiduciary standard, meaning it must act in clients' best interests—distinguishing it from commission-based advisors.

### Where does the firm operate?

Based in Portland, Oregon, the firm primarily serves clients in the Pacific Northwest region. No additional offices have been publicly disclosed.

### Who leads investment decisions at the firm?

Names of principals or key decision-makers are not publicly available. The firm's leadership structure is uncertain from disclosed sources.

### Does the firm have a minimum asset requirement?

No minimum asset requirement has been publicly disclosed. The firm's target client base is not specified in available information.

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Last updated: 2026-06-03T20:00:00.000Z

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