Andrea Whitmire
Pacific Crest Wealth Management · Eugene, Oregon
Andrea Whitmire is a fee-only financial advisor at Pacific Crest Wealth Management in Eugene, Oregon. Andrea focuses on estate & legacy planning and retirement planning. Pacific Crest Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Pacific Crest Wealth Management |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $208.4M across 519 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 7770101 |
| Exams passed | Series 65 (2023) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pacificcrestwealth.com |
How Andrea's firm compares
- Pacific Crest Wealth Management's average account is about $402,000, from its Form ADV (assets managed divided by 519 accounts).
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Questions about Andrea
Is Andrea Whitmire a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrea holds no broker registration, and Pacific Crest Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrea charge for financial advice?
Andrea's firm, Pacific Crest Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrea Whitmire based?
Andrea Whitmire is based in Eugene, Oregon.
What does Andrea specialize in?
Andrea's specialties include estate & legacy planning and retirement planning.
Is Andrea Whitmire registered with the SEC?
Yes. Andrea Whitmire is registered as an investment adviser representative in AZ (CRD 7770101), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacific Crest Wealth Management manage?
Pacific Crest Wealth Management reports $208.4M across 519 accounts in assets under management.
How do I contact Andrea Whitmire?
Through Andrea's website, www.pacificcrestwealth.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
- Pacific Crest 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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