TREELINE FINANCIAL PLANNING

TREELINE FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 307067). Regulatory assets under management: $17.5M.

Registration

• CRD: 307067
• Type: Registered investment adviser
• Phone: 541-815-1263
• Latest filing: 2026-03-20
• Regulatory AUM: $17.5M
• Discretionary AUM: $15.6M
• Non-discretionary AUM: $1.9M
• Clients: 1
• Accounts: 102

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307067 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search