Cole Willyard
Oregon Pacific Wealth Management · Eugene, Oregon
Cole Willyard is a fee-only financial advisor at Oregon Pacific Wealth Management in Eugene, Oregon. Oregon Pacific Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Oregon Pacific Wealth Management |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $156.3M across 530 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7528452 |
| Exams passed | Series 66 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | oregonpacificwealth.com |
How Cole's firm compares
- Oregon Pacific Wealth Management's average account is about $295,000, from its Form ADV (assets managed divided by 530 accounts).
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Questions about Cole
Is Cole Willyard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cole holds no broker registration, and Oregon Pacific Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cole charge for financial advice?
Cole's firm, Oregon Pacific Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Cole Willyard based?
Cole Willyard is based in Eugene, Oregon.
Is Cole Willyard registered with the SEC?
Yes. Cole Willyard is registered as an investment adviser representative in OR (CRD 7528452), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oregon Pacific Wealth Management manage?
Oregon Pacific Wealth Management reports $156.3M across 530 accounts in assets under management.
How do I contact Cole Willyard?
Through Cole's website, oregonpacificwealth.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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