Eugenio Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,988,000
Clients
62
0% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
62
Very HighAverage account size
$596,581
About
Eugenio Financial provides discretionary portfolio management along with financial, retirement and estate planning to individuals, business owners and their families, as well as to profit‑sharing plans, trusts and estates. The firm reports managing approximately $37.8 million in client assets and offers written financial plans and ongoing advisory services tailored to each client’s stated objectives.
The firm generally operates under discretionary authority to implement investment recommendations and uses a mix of exchange‑listed equities, mutual funds, ETFs and fixed‑income instruments with strategies that range from long‑term purchases to shorter‑term trading. It is a fee‑only advisor that charges asset‑based fees and discloses a structured process for rollover recommendations, including acting as a fiduciary under ERISA/IRC and, where appropriate, providing an educational approach consistent with Department of Labor guidance.
What distinguishes Eugenio Financial from many independent peers is its explicit work with profit‑sharing and pension clients and its stated pension consulting and rollover advisory services. The Brochure also discusses investment vehicles and funds that may employ leverage and describes the firm’s discretion over separately managed accounts, indicating it may implement strategies or select vehicles involving borrowing or leverage when appropriate.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Cash flow / budgeting
Income planning
Occupation focus
Founder/Business Owner
Fee options
$0 - $250,000: 2.15% annually $250,000 - $500,000: 1.85% annually $500,000 - $750,000: 1.65% annually $750,000 - $1,000,000: 1.35% annually $1,000,000 - $5,000,000: 1.10% annually $5,000,000+: 1.00% annually
$345 per hour for financial planning services.
Fee-only: Fee-only advisory firm compensated only by clients; no commissions or third-party compensation.
Main office location
Eugenio Financial
Tigard OR, United States
Number of offices
2
Most active in
Eugenio Financial has reported serving >5 clients in these states in the last 12 months.
Oregon · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")