# Darin Swall

> Darin Swall is a fee-only financial advisor at Pacific Crest Wealth Management in Eugene, Oregon. Darin focuses on estate & legacy planning and retirement planning. Pacific Crest Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/darin-swall/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pacific Crest Wealth Management
- **Based in:** Eugene, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $208.4M across 519 accounts
- **Specialties:** Estate & legacy planning, Retirement planning
- **CRD:** 7012548 (https://adviserinfo.sec.gov/individual/summary/7012548)
- **SEC registration:** Investment adviser representative in ID, OR
- **Exams passed:** Series 65 (2020)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.pacificcrestwealth.com/

## Frequently asked questions

### Is Darin Swall a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Darin holds no broker registration, and Pacific Crest Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Darin charge for financial advice?

Darin's firm, Pacific Crest Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Darin Swall based?

Darin Swall is based in Eugene, Oregon.

### What does Darin specialize in?

Darin's specialties include estate & legacy planning and retirement planning.

### Is Darin Swall registered with the SEC?

Yes. Darin Swall is registered as an investment adviser representative in ID and OR (CRD 7012548), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pacific Crest Wealth Management manage?

Pacific Crest Wealth Management reports $208.4M across 519 accounts in assets under management.

### How do I contact Darin Swall?

Through Darin's website, www.pacificcrestwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7012548): 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.pacificcrestwealth.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.