# Treeline Financial Planning

> Treeline Financial Planning is a state-registered investment advisory firm in Bend, OR, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 307067
- Filed as: TREELINE FINANCIAL PLANNING
- Legal name: Treeline Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bend, OR
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307067
- AdvisorCensus page: https://advisorcensus.com/firm/treeline-financial-planning-bend-or-307067

## Quick answers

**How is Treeline Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Treeline Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Treeline Financial Planning located?**
Treeline Financial Planning's principal office is in Bend, OR, according to its Form ADV.

**Is Treeline Financial Planning registered with the SEC or a state?**
Treeline Financial Planning is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307067.

**How much does Treeline Financial Planning manage?**
Treeline Financial Planning reports $17,528,777 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (89% discretionary).

**What types of clients does Treeline Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (17).

**Does Treeline Financial Planning 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/307067

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $17,528,777
- Discretionary: $15,646,224
- Non-discretionary: $1,882,553

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $5,855,412 |
| High net worth individuals | 17 | $11,673,365 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- treelinefinancial.com
- LinkedIn @garrettbergby

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Treeline Financial Planning (CRD 307067): Form ADV filing data as of October 2026.