Michelle Onaka is a registered investment advisor at Nectarine, based in Corvallis, OR, with 2 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,210 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Nectarine Financial offers ongoing financial planning services for a flat fee ranging from $100 to $3,000 per quarter. This includes guidance on budgeting, goal setting, investment guidance, retirement planning, insurance, debt reduction, estate planning, employer benefits, and email access to the advisor.
Nectarine Financial offers the following services:
- Hourly Services: Professional advice regarding specific financial planning topics for an hourly rate generally less than $500 per one-hour session.
- Plan Services: A thorough analysis of your financial life pursuant to a multi-week engagement for a one-time flat fee that is generally less than $10,000. This includes face-to-face meetings, document review, expert planning and analysis, implementation help, email support, and a custom financial plan.
Location
262 NW Polk Ave, Corvallis, OR, 97330
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle is the founder of Intentional Money Life, a private residence in Corvallis, OR, offering financial education and money coaching. This activity, which is not investment-related, takes about 10-20% of Michelle's time.
Employment History
Current Registrations
Nectarine
Clarity Wealth Development, LLC
State Registrations2 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.