Carrie Jorgensen
Wealth Advisors Northwest · Portland, Oregon
Carrie Jorgensen is a fee-only financial advisor at Wealth Advisors Northwest in Portland, Oregon. Carrie focuses on real estate investors, tax planning and estate & legacy planning. Wealth Advisors Northwest reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Real estate investors
Facts
| Firm | Wealth Advisors Northwest |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $354.3M across 1,154 accounts |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 7794330 |
| Exams passed | Series 65 (2023) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.wealthnw.com |
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Questions about Carrie
Is Carrie Jorgensen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carrie holds no broker registration, and Wealth Advisors Northwest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carrie charge for financial advice?
Carrie's firm, Wealth Advisors Northwest, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Carrie Jorgensen based?
Carrie Jorgensen is based in Portland, Oregon.
What does Carrie specialize in?
Carrie's specialties include real estate investors, tax planning and estate & legacy planning. Carrie works with real estate investors.
Is Carrie Jorgensen registered with the SEC?
Yes. Carrie Jorgensen is registered as an investment adviser representative in OR, TX and WA (CRD 7794330), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Advisors Northwest manage?
Wealth Advisors Northwest reports $354.3M across 1,154 accounts in assets under management.
How do I contact Carrie Jorgensen?
Through Carrie's website, www.wealthnw.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
- Wealth Advisors Northwest 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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