# Anika Hedstrom

> Anika Hedstrom is a fee-only financial advisor at Uplevel Wealth LLC in Portland, Oregon, who holds the CFP and MBA credentials. Anika charges an ongoing planning fee.

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

## Facts

- **Firm:** Uplevel Wealth LLC
- **Based in:** Portland, Oregon
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $131.4M across 220 accounts
- **Credentials:** CFP, MBA
- **CRD:** 6188218 (https://adviserinfo.sec.gov/individual/summary/6188218)
- **SEC registration:** Investment adviser representative in CA, OR, WA
- **Exams passed:** Series 65 (2013)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://uplevelwealth.com

## Frequently asked questions

### Is Anika Hedstrom a fee-only financial advisor?

Yes. Anika Hedstrom is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Anika's firm.

### How does Anika charge for financial advice?

Anika charges an ongoing planning fee.

### Where is Anika Hedstrom based?

Anika Hedstrom is based in Portland, Oregon.

### What credentials does Anika Hedstrom hold?

Anika Hedstrom holds the CFP and MBA credentials.

### Is Anika Hedstrom registered with the SEC?

Yes. Anika Hedstrom is registered as an investment adviser representative in CA, OR and WA (CRD 6188218), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Uplevel Wealth LLC manage?

Uplevel Wealth LLC reports $131.4M across 220 accounts in assets under management.

### How do I contact Anika Hedstrom?

Through Anika's website, uplevelwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46631): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://uplevelwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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