Viento Financial Group, Llc

What Viento Financial Group, Llc does

Viento Financial Group, LLC is a fee-only registered investment advisory firm founded in 2023 and headquartered in Hood River, Oregon. The firm provides comprehensive financial planning and sustainable investment management services to individuals and families across Oregon, Washington, and Colorado, operating under a fiduciary standard in which advisors are legally committed to placing client interests first. The company is staffed by two CERTIFIED FINANCIAL PLANNER® professionals — Eric Albertson (President & Advisor) and Ronald Colson (Advisor) — with a combined 37 years of advisory experience, including prior work with the Oregon and California Public Employees Retirement Systems (OPERS and CalPERS) and Ronald Colson's prior 25+ years leading his own RIA.

The firm's two core products are (1) Fee-Only Financial Planning, delivered through a six-step process covering relationship establishment, information gathering, financial analysis, recommendation development, implementation, and ongoing annual monitoring, and (2) Fee-Only Investment Management, applied to rollovers, IRAs, college savings, trust accounts, and joint/individual accounts. A defining differentiator is the integration of environmental stewardship into portfolio construction, targeting clean solar and wind energy, clean water resources, clean technology, and low-carbon-footprint businesses.

Commercially, Viento operates on a subscription/recurring model in which compensation comes solely from advisory fees calculated as a percentage of assets under management — the firm earns zero commissions and sells no products. Customer acquisition is direct-to-consumer, anchored by a free 30-minute consultation funnel on vientofinancial.com, with no intermediary distribution channels, no external funding, and no disclosed revenue or AUM figures.

Name

Viento Financial Group, Llc

Legal name

Viento Financial Group, LLC

Website

https://vientofinancial.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Viento Financial Group, LLC is a fee-only registered investment advisory firm providing fiduciary financial planning and sustainable (fossil-fuel-free) investment management to individuals and families across Oregon, Washington, and Colorado.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Fee-only financial planning
• Investment management services
• Sustainable investing
• Fiduciary advisory
• Wealth management

Headquarters

HQ city

Hood River

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Advisory Fees: Compensation comes solely from advisory fees paid by clients. The fee is based upon a percentage of the total value of all accounts managed. The firm earns zero commissions and does not sell any products.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Viento Financial Group is a fee-only registered investment adviser that delivers comprehensive financial planning and discretionary investment management to individuals and families. The firm charges advisory fees as a percentage of assets under management, earns no commissions, and does not sell any products, operating strictly under a fiduciary standard with an emphasis on sustainable/ESG investing.

Product overview

Viento Financial Group is a fee-only financial advisory firm offering two integrated services: Fee-only Financial Planning (comprehensive planning process including goal establishment, financial analysis, recommendation development, implementation, and annual reviews) and Fee-only Investment Management (portfolio management with zero commissions, fee-based on account value percentage). Both services operate under a fiduciary model where advisors do not sell products, eliminating sales incentive conflicts. The firm specializes in sustainable investing, directing capital toward clean energy, clean water, clean technology, and low-carbon businesses.

Differentiator

Problem solved

Functional benefit

Products and services

• Fee-only Financial Planning
• Fee-only Investment Management

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Facet Wealth: A fee-only digital financial planning and investment management firm serving individuals and families, with CFP®-led advice delivered via a hybrid model. Highly comparable as a fee-only RIA targeting retail investors with AUM-based pricing.
• Green Alpha Advisors: A sustainable investment advisory firm focused exclusively on companies developing products and services for the transition to a sustainable economy, operating as a fee-only RIA. Directly comparable as a small, sustainability-focused investment manager.
• Ellevest: A mission-driven digital wealth management platform built for women and values-aligned investors, offering fee-only investment management with an explicit focus on sustainable and impact-oriented portfolios. Direct comparable in ESG-forward retail RIA positioning.
• Trillium Asset Management: An independent, employee-owned investment advisor applying ESG and sustainability criteria across public equities and fixed income. Closely comparable as a values-aligned, fee-only investment management firm.

Regional players

• Northstar Financial Advisors: An independent fee-only financial planning and investment advisory firm serving individuals and families in the Pacific Northwest and western U.S. Closely comparable in firm size, fee-only model, and Pacific Northwest regional focus.

Broad incumbents

• Betterment: One of the largest independent digital RIAs offering automated and advised portfolios. Comparable as a fee-only AUM-based wealth manager, though operating at vastly larger scale and with a tech-led rather than CFP-led delivery model.
• Personal Capital (Empower Personal Dashboard): A large hybrid wealth manager offering digital tools plus human advisory services, now part of Empower Retirement. Comparable as a fee-based advisory competitor with significantly greater scale, technology, and brand awareness.
• Charles Schwab Wealth Advisory: Schwab's wealth advisory and managed portfolio programs offer fee-based advisory services at massive scale with strong brand and low-cost positioning. Comparable as a fee-based RIA competitor with structural cost and marketing advantages.

Emerging players

• Ethic: A technology-driven RIA enabling personalized sustainable and values-aligned portfolio management for advisors and their clients. Comparable on ESG-focused investment management, though more technology-led and B2B2C than Viento's pure advisory model.
• OpenInvest: An ESG-focused investment platform that powers customized sustainable portfolios for advisors and institutions. Comparable in sustainable investing mandate, though serves as an enabling technology layer rather than a direct advisory firm.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/viento-financial-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Viento Financial Group, Llc