Physician Family Financial Advisors Inc.

Physician Family Financial Advisors Inc. (CRD# 138433) is a financial advisory firm headquartered in Eugene, OR. They manage $76,191,454 in 333 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $228,803
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, TX

Financial Advisors at Physician Family Financial Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
William B. Utley
CRD#: 2547264
399 E 10th Ave Ste 103, Eugene, OR 97401
96
Wealthminder
score

William Utley (CRD# 2547264) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Eugene, OR and has over 22 years of experience in the finance industry. William Utley 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
Cindy M. Kleiner
CRD#: 2178066
399 East 10th Avenue, Suite 103, Eugene, OR 97401
88
Wealthminder
score

Cindy Kleiner (CRD# 2178066) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Eugene, OR and has 1 year of experience in the finance industry.

3
Kyle J. Hoelzle
CRD#: 6501467
399 East 10th Avenue, Suite 103, Eugene, OR 97401
87
Wealthminder
score

Kyle Hoelzle (CRD# 6501467) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Eugene, OR and has 1 year of experience in the finance industry.

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