Hines Warner Wealth Management, LLC

Hines Warner Wealth Management, LLC (CRD# 145662) is a financial advisory firm headquartered in Portland, OR. They manage $201,290,675 in 458 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $439,499
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
  • Pension consulting services
  • 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.

CA, OR, TX, WA

Financial Advisors at Hines Warner Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Alvis E. Hines
CRD#: 5367123
1500 Sw First Avenue, Suite 990, Portland, OR 97201
93
Wealthminder
score

Alvis Hines (CRD# 5367123) is an Investment Advisor Representative working at Hines Warner Wealth Management, LLC in Portland, OR and has over 10 years of experience in the finance industry.

2
Gregory T. Warner
CRD#: 4130305
1500 Sw First Avenue, Suite 990, Portland, OR 97201
93
Wealthminder
score

Gregory Warner (CRD# 4130305) is an Investment Advisor Representative working at Hines Warner Wealth Management, LLC in Portland, OR and has over 13 years of experience in the finance industry.

3
Sarah E. Robinson
CRD#: 6529985
1500 Sw First Avenue, Suite 990, Portland, OR 97201
87
Wealthminder
score

Sarah Robinson (CRD# 6529985) is an Investment Advisor Representative working at Hines Warner Wealth Management, LLC in Portland, OR and has over 2 years of experience in the finance industry.

4
Stephen L. Eckhardt
CRD#: 1642088
1500 Sw First Avenue, Suite 990, Portland, OR 97201
68
Wealthminder
score

Stephen Eckhardt (CRD# 1642088) is an Investment Advisor Representative working at Hines Warner Wealth Management, LLC in Portland, OR and has over 30 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.