# Adam Coughlin

> Adam Coughlin is a fee-only financial advisor at Willamette Wealth Partners in Kalispell, Montana, who holds the CFP credential. Adam charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/adam-coughlin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Willamette Wealth Partners
- **Based in:** Kalispell, Montana
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $405.2M across 1,792 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7186277 (https://adviserinfo.sec.gov/individual/summary/7186277)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 66 (2021)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://willamettewealth.com/

## Frequently asked questions

### Is Adam Coughlin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Willamette Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam charges a percentage of assets.

### Where is Adam Coughlin based?

Adam Coughlin is based in Kalispell, Montana.

### What does Adam specialize in?

Adam's specialties include retirement planning, estate & legacy planning and tax planning. Adam works with retirees and pre-retirees.

### What credentials does Adam Coughlin hold?

Adam Coughlin holds the CFP credential.

### Is Adam Coughlin registered with the SEC?

Yes. Adam Coughlin is registered as an investment adviser representative in OR and TX (CRD 7186277), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Willamette Wealth Partners manage?

Willamette Wealth Partners reports $405.2M across 1,792 accounts in assets under management.

### How do I contact Adam Coughlin?

Through Adam's website, willamettewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7186277): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://willamettewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.