Physician Family Financial Advisors provides financial planning, portfolio management for individuals and small businesses, insurance, and retirement plan services. Financial planning was provided to 251–500 clients last fiscal year.
Physician Family Financial Advisors reports 376 clients. They include 216 individual clients and 160 high-net-worth individuals. Of its assets, 100.0% ($285M across 639 accounts) are managed with discretion. Of its clients, 7% are outside the U.S. It advised 37 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 8% |
| High-net-worth individuals | 43% | 92% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 216 | $23.2M | 8.2% | $108K |
| High-net-worth individuals | 160 | $262M | 91.8% | $1.64M |
| Total | 376 | $285M | 100% | $758K |
- Clients
- 216
- Regulatory AUM
- $23.2M
- AUM share
- 8.2%
- Avg. per client
- $108K
- Clients
- 160
- Regulatory AUM
- $262M
- AUM share
- 91.8%
- Avg. per client
- $1.64M
Total
- Clients
- 376
- Regulatory AUM
- $285M
- AUM share
- 100%
- Avg. per client
- $758K
- Clients outside the U.S.
- 7%
- Clients advised without assets under management last fiscal year
- 37
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Physician Family Financial Advisors is paid through fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial plan preparation
- One-time fee for preparing a financial plan, which may be charged in advance; the brochure states no amount.
William Utley owns 50% to 75% of Physician Family Financial Advisors. The leadership team of Physician Family Financial Advisors includes President Nathan Reineke and Chief Compliance Officer Kyle Hoelzle. It has 4 employees, 3 of them in advisory roles.
Leadership
- Nathan ReinekeOwner/President/Advisor
- Kyle HoelzleChief Compliance Officer
- Chelsea JonesOwner/Advisor
- William UtleyOwner and Sole Board of Director
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Kyle Joseph Hoelzle
- Chelsea Katlyn Jones
- Nathan Anthony Reineke
Staff
- 4 employees
- 3 in advisory functions
- 1 insurance agent
- Owns 50% to 75% of Physician Family Financial Advisors Inc
William Utley
Control person · since January 2026
- Owns 25% to 50% of Physician Family Financial Advisors Inc
Nathan Reineke
Control person · since January 2026
- Owns 5% to 10% of Physician Family Financial Advisors Inc
Chelsea Jones
since January 2026
Physician Family Financial Advisors’ regulatory assets grew 2.4× from $121M (January 2021) to $285M (July 2026); clients rose from 126 to 376 and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $285M | 376 | 4 | 1 |
| May 2025 | $229M | 366 | 5 | 1 |
| May 2024 | $172M | 316 | 6 | 1 |
| June 2023 | $129M | 419 | 6 | 1 |
| March 2022 | $144M | 519 | 5 | 1 |
| January 2021 | $121M | 126 | 5 | 1 |
Besides its headquarters, Physician Family Financial Advisors has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 9450 SW Gemini DR, PMB 52736, BeavertonHQ
Contact and registration details
- Legal name
- Physician Family Financial Advisors Inc
- Headquarters
- 9450 SW Gemini DR, PMB 52736, Beaverton, OR 97008-7105
- Website
- physicianfamily.com
- Phone
- 541-463-0899
- SEC file
- 801-117856
- Founded
- 1998
- Structure
- Oregon corporation
- Fiscal year end
- December
Physician Family Financial Advisors uses MTG ($260M) as custodian for its separately managed accounts. Physician Family Financial Advisors does not have custody of client assets.
- MTGMTG, LLC · New York, NY · $260M100%
At year end, Physician Family Financial Advisors’ separately managed accounts were mostly in funds (98%).
What the accounts hold
- Stocks2%
- Funds98%
How many clients does Physician Family Financial Advisors have?
Physician Family Financial Advisors has 376 clients and manages $285 million for them, as of July 2026. They include 216 individual clients and 160 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does Physician Family Financial Advisors offer?
Physician Family Financial Advisors provides financial planning, portfolio management for individuals and small businesses, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Physician Family Financial Advisors use?
Physician Family Financial Advisors’ separately managed account assets are held at MTG, LLC (New York, NY), with $260M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does Physician Family Financial Advisors have?
Physician Family Financial Advisors has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Physician Family Financial Advisors invest in?
At the end of its last fiscal year, Physician Family Financial Advisors’ separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs) and 2% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Physician Family Financial Advisors?
Physician Family Financial Advisors’ direct owners are William Utley (50% to 75%), Nathan Reineke (25% to 50%) and Chelsea Jones (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does Physician Family Financial Advisors get paid?
Physician Family Financial Advisors is paid through fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Physician Family Financial Advisors registered with the SEC?
Yes, Physician Family Financial Advisors has been registered with the SEC as an investment adviser since 2 January 2020. Its CRD number is 138433 and its SEC file number is 801-117856.
Source: Form ADV Part 1A, Item 1, filed 23 July 2026; IAPD firm record
How do I contact Physician Family Financial Advisors?
Physician Family Financial Advisors’ main office is at 9450 SW Gemini DR, PMB 52736, Beaverton, OR 97008-7105. Its phone number is 541-463-0899. Its website is physicianfamily.com.