PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
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About the firm
Price Financial Group is a Registered Investment Adviser based in Oregon. As fiduciaries, they help clients define, prioritize, and execute their financial goals, breaking down complex financial concepts to make investing simplified.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (tactical and strategic asset management), retirement planning (retirement income and distribution planning), financial planning (comprehensive plan design and monitoring), estate planning, and education planning.
Who they serve
Individuals and families seeking financial planning, investment management, and retirement planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 496 | $141M |
| High Net Worth Individuals | 15 | $26M |
| Charitable Organizations | 37 | $4.8M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.