# Financial Facilitators, Inc.

> Financial Facilitators, Inc. is a state-registered investment advisory firm in Eugene, OR, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 154323
- Filed as: FINANCIAL FACILITATORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Eugene, OR
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154323
- AdvisorCensus page: https://advisorcensus.com/firm/financial-facilitators-inc-eugene-or-154323

## Quick answers

**How is Financial Facilitators, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Facilitators, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Financial Facilitators, Inc. located?**
Financial Facilitators, Inc.'s principal office is in Eugene, OR, according to its Form ADV.

**Is Financial Facilitators, Inc. registered with the SEC or a state?**
Financial Facilitators, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154323.

**How much does Financial Facilitators, Inc. manage?**
Financial Facilitators, Inc. reports $10,175,000 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (0% discretionary).

**What types of clients does Financial Facilitators, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26).

**Does Financial Facilitators, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154323

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $10,175,000
- Discretionary: $0
- Non-discretionary: $10,175,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $10,175,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Facilitators, Inc. (CRD 154323): Form ADV filing data as of October 2026.