Andrea Vedder
Iambic Financial · Portland, Oregon
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
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 |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 7668056 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | iambicfinancial.com |
How Andrea's firm compares
- The hourly rate is $325, in line with the US median of $300 for fee-only firms that publish prices.
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Questions about Andrea
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Iambic Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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