Griffon Financial Planning, Inc.

Griffon Financial Planning, Inc. (CRD# 153027) is a financial advisory firm headquartered in Bend, OR. They manage $71,500,000 in 277 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $258,123
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Griffon Financial Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Antoinette Laferriere
CRD#: 3034073
780 Nw York Dr, Suite 105, Bend, OR 97703
96
Wealthminder
score

Antoinette Laferriere (CRD# 3034073) is an Investment Advisor Representative working at Griffon Financial Planning, Inc. in Bend, OR and has over 19 years of experience in the finance industry. Antoinette Laferriere has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Margaret M. Martin
CRD#: 5845607
780 Nw York Dr, Suite 105, Bend, OR 97703
93
Wealthminder
score

Margaret Martin (CRD# 5845607) is an Investment Advisor Representative working at Griffon Financial Planning, Inc. in Bend, OR and has over 8 years of experience in the finance industry.

3
Mary L. Ericksen
CRD#: 6425213
700 Mistletoe Road, Suite 205, Ashland, OR 97520
89
Wealthminder
score

Mary Ericksen (CRD# 6425213) is an Investment Advisor Representative working at Griffon Financial Planning, Inc. in Ashland, OR and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.