Adam Coughlin
Willamette Wealth Partners · Kalispell, Montana
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Willamette Wealth Partners |
|---|---|
| Based in | Kalispell, Montana |
| Fee model | Percentage of assets |
| Assets under management | $405.2M across 1,792 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 7186277 |
| Exams passed | Series 66 (2021) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | willamettewealth.com |
| Profile |
How Adam's firm compares
- Willamette Wealth Partners's average account is about $226,000, from its Form ADV (assets managed divided by 1,792 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Willamette Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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