Alix Demartino
Defined Wealth Management · Beaverton, Oregon
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.
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Specialties
Facts
| Firm | Defined Wealth Management |
|---|---|
| Based in | Beaverton, Oregon |
| Fee model | Ongoing planning fee · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $254.0M across 557 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 6106527 |
| Exams passed | Series 63 (2013) · Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | definedwm.com |
How Alix's firm compares
- Defined Wealth Management's average account is about $456,000, from its Form ADV (assets managed divided by 557 accounts).
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Questions about Alix
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.
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
- Defined Wealth Management 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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