Paige Clausen is a CFP-designated registered investment advisor at Fruitful, based in Bend, OR, with 11 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 189 clients with $9.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fruitful Advisory offers investment management services as part of a Fruitful, Inc. membership. To access investment management, you must subscribe to Fruitful, Inc.'s membership, which costs:
- Solo (1 member): $98/month, $275/quarter, or $998/year
- Joint (2 members): $148/month, $415/quarter, or $1,498/year
These membership fees do not include brokerage commissions or other transaction fees.
Location
Bend, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fruitful
Previous Registrations
Origin Financial
Purshe Kaplan Sterling InvestmentsBroker
Origin Financial
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.