Christopher Hatfield
Defined Wealth Management · Beaverton, Oregon
Christopher Hatfield is a fee-only financial advisor at Defined Wealth Management in Beaverton, Oregon, who holds the CFP credential. Christopher charges an ongoing planning fee and a one-time planning fee and focuses on estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Defined Wealth Management |
|---|---|
| Based in | Beaverton, Oregon |
| Fee model | Ongoing planning fee · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $254.0M across 557 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 5733146 |
| Exams passed | Series 66 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | definedwm.com |
| Profile |
How Christopher's firm compares
- Defined Wealth Management's average account is about $456,000, from its Form ADV (assets managed divided by 557 accounts).
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Questions about Christopher
Is Christopher Hatfield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Defined Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher charges an ongoing planning fee and a one-time planning fee.
Where is Christopher Hatfield based?
Christopher Hatfield is based in Beaverton, Oregon.
What does Christopher specialize in?
Christopher's specialties include estate & legacy planning and tax planning.
What credentials does Christopher Hatfield hold?
Christopher Hatfield holds the CFP credential.
Is Christopher Hatfield registered with the SEC?
Yes. Christopher Hatfield is registered as an investment adviser representative in OR (CRD 5733146), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Defined Wealth Management manage?
Defined Wealth Management reports $254.0M across 557 accounts in assets under management.
How do I contact Christopher Hatfield?
Through Christopher's website, definedwm.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
- Defined 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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