Disclosure Documents
Disclosure Brochure
ADV Part 2 for Oregon Pacific Financial Advisors is designed to provide clients with information about us, our services, fees, potential conflicts of interest and other disclosures. Also known as our Brochure.
Relationship Summary
Form CRS for Oregon Pacific Financial Advisors to help explain to clients what we do and to disclose any potential conflicts of interest, disciplinary history and more.
Broker Dealer Relationship Summary
Form CRS for United Planners Financial Services of America, our broker-dealer, to help explain to clients who they are and to disclose any potential conflicts of interest, disciplinary history and more.
Privacy Policy
Oregon Pacific Financial Advisors' policy on what client information we collect, what information we disclose and how we keep the information secure.
Investment Advisory Agreement
Agreement between clients and Oregon Pacific Financial Advisors for establishing an advisory account.
Consulting & Financial Planning Agreement
Agreement between clients and Oregon Pacific Financial Advisors for financial planning services.
Business Continuity / Disaster Recovery Plan
Oregon Pacific Financial Advisors has a Business Continuity / Disaster Recovery Plan to ensure client communications and account services remain uninterrupted in cases of power/internet outages, natural disasters or other adverse events.