SECURITY FIRST ADVISORS

Retirement Planning Firm in Tigard, OR

Firm Info
Address: 12703 SW 67th Ave, Tigard, OR 97223, USA
Phone: (503) 274-4224

Firm Size
Assets Under Management: $378.7 million
# of Advisors: 6
# of Clients: 1,752
Client to Advisor Ratio: 292:1
Average Account Size: $216,174
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Security First Advisors Overview

Security First Advisors is an investment advisory firm based in Vancouver, WA that operates on a fee-only basis. The firm provides investment advice only to individuals, small businesses, and institutional clients. Since its inception in 2020, Security First Advisors has established itself as a reliable and trustworthy investment advisor. The firm offers a range of services, from financial planning to portfolio management for individuals and small businesses, as well as portfolio management of pooled investment vehicles. The team at Security First Advisors also provides expert advice on the selection of other advisors, ensuring their clients have access to the best possible investment solutions. In addition to investment advice, Security First Advisors also offers project and consulting services to meet the specific needs of their clients. Their commitment to delivering holistic, customized solutions has earned them a well-respected reputation in the industry. Overall, Security First Advisors is an exceptional choice for those seeking professional investment advice and guidance.

SECURITY FIRST ADVISORS is a financial advisory firm that has been serving a diverse range of clients for a considerable period of time. The firm caters to individual investors, high net worth individuals, pooled investment vehicles, as well as charitable organizations. Their services are customizable, and the team works with clients to develop a personalized financial plan that is aligned with their unique investment goals and risk tolerance levels. When it comes to fee structures, SECURITY FIRST ADVISORS offers its clients different options depending on the service provided. The firm charges a percentage of Assets Under Management (AUM) for investors looking for ongoing portfolio management. Alternatively, clients who prefer an hourly fee structure can opt for an a la carte advisory service. Fixed fees are also available for specific consultations or comprehensive financial planning services. SECURITY FIRST ADVISORS strives to be transparent about its fee structures and makes sure to discuss any costs associated with their services at the outset of their relationship with a client.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, SECURITY FIRST ADVISORS does not have a minimum investable asset requirement or minimum fee to begin or maintain a relationship with them. They will not turn away a potential client or terminate a relationship based solely on their net worth. However, their investment strategy works best for clients with more than $300,000 in investable assets. Therefore, it can be inferred that their investment minimum is $300,000.

How This Office Can Help Tigard, OR Residents

SECURITY FIRST ADVISORS is a leading financial advisory firm in Tigard, OR, providing comprehensive financial planning and investment management services to clients. The firm works closely with clients to understand their unique financial situations and goals, and develops tailored investment strategies that help them achieve their objectives. Clients in Tigard, OR face a range of financial challenges and opportunities, from retirement planning to college savings, from tax planning to estate planning. With its team of experienced advisors and wealth managers, SECURITY FIRST ADVISORS is well-equipped to provide customized solutions to these challenges. The firm offers a range of financial planning and investment management services, including retirement planning, investment management, tax planning, estate planning, and more. Additionally, the firm offers a range of educational resources and tools to help clients stay informed and stay ahead of the curve in today's complex and ever-changing financial landscape.

To view the Minimum Investment and Fee Schedule for Security First Advisors, visit their Part 2 Brochure.

Services Offered by Security First Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Security First Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 12703 SW 67th Ave, Tigard, OR 97223, USA
Phone (503) 274-4224
Opening Hours
  • Mon 8:30 AM–4:30 PM
  • Tue 8:30 AM–4:30 PM
  • Wed 8:30 AM–4:30 PM
  • Thu 8:30 AM–4:30 PM
  • Fri 8:30 AM–4:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 16703 SE MCGILLIVRAY BLVD. #230, VANCOUVER, WA 98683, United States

This firm has no other locations.

State Registrations

Security First Advisors is registered to service clients in the following states:

  • Arizona
  • California
  • Idaho
  • Oregon
  • Texas
  • Washington

Disciplinary History

Security First Advisors does not have any disclosures. Please visit it's Form ADV for more details.