# Alix Demartino

> Alix Demartino is a fee-only financial advisor at Defined Wealth Management in Beaverton, Oregon, who holds the CFP credential. Alix charges an ongoing planning fee and a one-time planning fee and focuses on estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Defined Wealth Management
- **Based in:** Beaverton, Oregon
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $254.0M across 557 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 6106527 (https://adviserinfo.sec.gov/individual/summary/6106527)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 63 (2013), Series 66 (2018)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://definedwm.com

## Frequently asked questions

### Is Alix Demartino a fee-only financial advisor?

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

### How does Alix charge for financial advice?

Alix charges an ongoing planning fee and a one-time planning fee.

### Where is Alix Demartino based?

Alix Demartino is based in Beaverton, Oregon.

### What does Alix specialize in?

Alix's specialties include estate & legacy planning and tax planning.

### What credentials does Alix Demartino hold?

Alix Demartino holds the CFP credential.

### Is Alix Demartino registered with the SEC?

Yes. Alix Demartino is registered as an investment adviser representative in OR (CRD 6106527), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Defined Wealth Management manage?

Defined Wealth Management reports $254.0M across 557 accounts in assets under management.

### How do I contact Alix Demartino?

Through Alix's website, definedwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6106527): 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://definedwm.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.