Oregon Pacific Financial Advisors Inc.

Oregon Pacific Financial Advisors Inc. (CRD# 110176) is a financial advisory firm headquartered in Medford, OR. They manage $49,706,537 in 227 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $218,972
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Oregon Pacific Financial Advisors Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Royal R. Standley
CRD#: 4713890
210 West 8th Street, Medford, OR 97501
103
Wealthminder
score

Royal Standley has built a practice dedicated to integrity and service through his commitment to placing client's needs first. His most important duty as an advisor is educating and helping clients achieve the goals they have set for themselves through comprehensive planning - and prudent investment choices.

Royal began his career in 2001 as a commodity broker where he learned the ins and outs of how the markets function and developed an understanding of how to balance risk and reward. Royal joined Oregon Pacific Financial Advisors in 2006 as a financial planner dedicated to helping his clients make the best possible choices when it comes to planning for the future. Enjoying the discovery and problem-solving parts of the financial planning process assists him to be able to help both retirees as well as those just beginning their careers. 

Royal is also the Dave Ramsey “Endorsed Local Provider for Investing” in Southern Oregon. Dave Ramsey's “Total Money Makeover” has helped people get out of debt and live debt free. You can learn more about Dave Ramsey at www.daveramsey.com. Royal thrives on helping people understand what money means to them and showing people how to plan for their futures. Royal has a heart for teaching people how to help maximize their wealth so that they may lead their best possible life. 

Being a lifelong resident of Southern Oregon, Royal is an active member of the community. His passion for helping people has lead him to volunteer with a number of non-profit organizations including Barnstormers Theater and Southern Oregon Head Start. Royal serves as a Board Member of the Maslow Project in Jackson County which helps homeless youth in Southern Oregon.

Royal lives in Grants Pass, Oregon with his wife Danielle and daughter Eleanor.

2
Ronald E. Naumann
CRD#: 4524248
210 West 8th Street, Medford, OR 97501
96
Wealthminder
score

Ronald Naumann (CRD# 4524248) is an Investment Advisor Representative working at Oregon Pacific Financial Advisors Inc. in Medford, OR and has over 12 years of experience in the finance industry.

3
Richard S. Todd
CRD#: 5346342
210 West 8th Street, Medford, OR 97501
93
Wealthminder
score

Richard Todd (CRD# 5346342) is an Investment Advisor Representative working at Oregon Pacific Financial Advisors Inc. in Medford, OR and has over 8 years of experience in the finance industry.

4
Donald A. Todd
CRD#: 1106538
210 West 8th Street, Medford, OR 97501
86
Wealthminder
score

Donald Todd (CRD# 1106538) is an Investment Advisor Representative working at Oregon Pacific Financial Advisors Inc. in Medford, OR and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.