Chris Dudley
Filigree Wealth Advisors · Sisters, Oregon
Chris Dudley is a fee-only financial advisor at Filigree Wealth Advisors in Sisters, Oregon, who holds the CFP credential. Filigree Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Filigree Wealth Advisors |
|---|---|
| Based in | Sisters, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $209.1M across 212 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 5117664 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.filigreeadvisors.com |
| Profile |
How Chris's firm compares
- Filigree Wealth Advisors's average account is about $986,000, from its Form ADV (assets managed divided by 212 accounts).
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Questions about Chris
Is Chris Dudley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chris holds no broker registration, and Filigree Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chris charge for financial advice?
Chris's firm, Filigree Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Chris Dudley based?
Chris Dudley is based in Sisters, Oregon.
What credentials does Chris Dudley hold?
Chris Dudley holds the CFP credential.
Is Chris Dudley registered with the SEC?
Yes. Chris Dudley is registered as an investment adviser representative in OR (CRD 5117664), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Filigree Wealth Advisors manage?
Filigree Wealth Advisors reports $209.1M across 212 accounts in assets under management.
How do I contact Chris Dudley?
Through Chris's website, www.filigreeadvisors.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
- 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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