Brenda Stein
Pacific Crest Wealth Management · Grant Pass, Oregon
Brenda Stein is a fee-only financial advisor at Pacific Crest Wealth Management in Grant Pass, Oregon, who holds the CFP credential. Brenda 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 | Grant Pass, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $208.4M across 519 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 6254128 |
| Exams passed | Series 66 (2013) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pacificcrestwealth.com |
How Brenda'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 Brenda
Is Brenda Stein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brenda 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 Brenda charge for financial advice?
Brenda's firm, Pacific Crest Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brenda Stein based?
Brenda Stein is based in Grant Pass, Oregon.
What does Brenda specialize in?
Brenda's specialties include estate & legacy planning and retirement planning.
What credentials does Brenda Stein hold?
Brenda Stein holds the CFP credential.
Is Brenda Stein registered with the SEC?
Yes. Brenda Stein is registered as an investment adviser representative in OR (CRD 6254128), 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 Brenda Stein?
Through Brenda'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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