David Erlandson
Erlandson Wealth Management LLC · Beaverton, Oregon
David Erlandson is a fee-only financial advisor at Erlandson Wealth Management LLC in Beaverton, Oregon, who holds the AIF and CFP credentials. David charges a percentage of assets, a flat fee or retainer and a one-time planning fee (one-time plans from $1,400).
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Facts
| Firm | Erlandson Wealth Management LLC |
|---|---|
| Based in | Beaverton, Oregon |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,400 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $67.7M across 437 accounts |
| Credentials | AIF · CFP |
| SEC registration | Investment adviser representative in OR, WA · CRD 1431090 |
| Exams passed | Series 63 (1993) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | erlandsonwealth.com |
| Profile |
How David's firm compares
- A one-time plan starts at $1,400, below the Oregon median of $2,500 for fee-only firms that publish prices.
- Erlandson Wealth Management LLC's average account is about $155,000, from its Form ADV (assets managed divided by 437 accounts).
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Questions about David
Is David Erlandson a fee-only financial advisor?
Yes. David Erlandson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
How much does David charge?
According to Erlandson Wealth Management LLC's website, checked October 28, 2026: one-time plans from $1,400.
Does David work with clients virtually?
Yes. Erlandson Wealth Management LLC says on its website that it works with clients remotely.
Where is David Erlandson based?
David Erlandson is based in Beaverton, Oregon.
What credentials does David Erlandson hold?
David Erlandson holds the AIF and CFP credentials.
Is David Erlandson registered with the SEC?
Yes. David Erlandson is registered as an investment adviser representative in OR and WA (CRD 1431090), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Erlandson Wealth Management LLC manage?
Erlandson Wealth Management LLC reports $67.7M across 437 accounts in assets under management.
How do I contact David Erlandson?
Through David's website, erlandsonwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Erlandson Wealth Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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