# Andrea Vedder

> Andrea Vedder is a fee-only financial advisor at Iambic Financial in Portland, Oregon, who holds the CFP credential. Andrea charges a percentage of assets, hourly fees and an ongoing planning fee ($325 an hour and 0.95% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/andrea-vedder/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Iambic Financial
- **Based in:** Portland, Oregon
- **Fee model:** Percentage of assets; Hourly; Ongoing planning fee
- **Fees (firm's website):** $325 an hour; 0.95% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Sustainable & impact investing
- **Works with:** Retirees, Pre-retirees, Early-career professionals
- **CRD:** 7668056 (https://adviserinfo.sec.gov/individual/summary/7668056)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://iambicfinancial.com

## Frequently asked questions

### Is Andrea Vedder a fee-only financial advisor?

Yes. Andrea Vedder is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrea's firm.

### How does Andrea charge for financial advice?

Andrea charges a percentage of assets, hourly fees and an ongoing planning fee.

### How much does Andrea charge?

According to Iambic Financial's website, checked October 28, 2026: $325 an hour; 0.95% a year on the first tier of assets managed.

### Does Andrea work with clients virtually?

Yes. Iambic Financial says on its website that it works with clients remotely.

### Where is Andrea Vedder based?

Andrea Vedder is based in Portland, Oregon.

### What does Andrea specialize in?

Andrea's specialties include retirement planning, tax planning, estate & legacy planning and sustainable & impact investing. Andrea works with retirees, pre-retirees and early-career professionals.

### What credentials does Andrea Vedder hold?

Andrea Vedder holds the CFP credential.

### Is Andrea Vedder registered with the SEC?

Yes. Andrea Vedder is registered as an investment adviser representative in OR (CRD 7668056), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Andrea Vedder?

Through Andrea's website, iambicfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/55474): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.iambicfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

---

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