# Christian D'Urso

> Christian D'Urso is a fee-only financial advisor at TradeWinds Wealth Management in Portland, Oregon. Christian 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/christian-d-urso/
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:** 5304397 (https://adviserinfo.sec.gov/individual/summary/5304397)
- **SEC registration:** Investment adviser representative in OR, RI, WA
- **Exams passed:** Series 66 (2007)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.tradewindswm.com

## Frequently asked questions

### Is Christian D'Urso a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christian 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 Christian charge for financial advice?

Christian charges a percentage of assets.

### How much does Christian charge?

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

### Does Christian work with clients virtually?

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

### Where is Christian D'Urso based?

Christian D'Urso is based in Portland, Oregon.

### What does Christian specialize in?

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

### Is Christian D'Urso registered with the SEC?

Yes. Christian D'Urso is registered as an investment adviser representative in OR, RI and WA (CRD 5304397), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does TradeWinds Wealth Management manage?

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

### How do I contact Christian D'Urso?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5304397): 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.