# Brandon Trank

> Brandon Trank is a fee-only financial advisor at TradeWinds Wealth Management in Portland, Oregon. Brandon charges a percentage of assets (a $250,000 asset minimum) and focuses on estate & legacy planning and sustainable & impact investing.

Page: https://find.wellspent.co/advisors/brandon-trank/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** TradeWinds Wealth Management
- **Based in:** Portland, Oregon
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $250,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $135.1M across 261 accounts
- **Specialties:** Estate & legacy planning, Sustainable & impact investing
- **Works with:** Multi-generational families
- **CRD:** 6533321 (https://adviserinfo.sec.gov/individual/summary/6533321)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Exams passed:** Series 66 (2015)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.tradewindswm.com

## Frequently asked questions

### Is Brandon Trank a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and TradeWinds Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brandon charge for financial advice?

Brandon charges a percentage of assets.

### How much does Brandon charge?

According to TradeWinds Wealth Management's website, checked October 30, 2026: a $250,000 asset minimum.

### Does Brandon work with clients virtually?

Yes. TradeWinds Wealth Management says on its website that it works with clients remotely.

### Where is Brandon Trank based?

Brandon Trank is based in Portland, Oregon.

### What does Brandon specialize in?

Brandon's specialties include estate & legacy planning and sustainable & impact investing. Brandon works with multi-generational families.

### Is Brandon Trank registered with the SEC?

Yes. Brandon Trank is registered as an investment adviser representative in OR, TX and WA (CRD 6533321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TradeWinds Wealth Management manage?

TradeWinds Wealth Management reports $135.1M across 261 accounts in assets under management.

### How do I contact Brandon Trank?

Through Brandon's website, www.tradewindswm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6533321): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.tradewindswm.com/): specialties, clients served, and fees, checked October 30, 2026

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