Derek Kaufman
Columbia River Financial Group · Vancouver, Washington
Derek Kaufman is a fee-only financial advisor at Columbia River Financial Group in Vancouver, Washington. Derek charges a percentage of assets and focuses on retirement planning.
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Specialties
Facts
| Firm | Columbia River Financial Group |
|---|---|
| Based in | Vancouver, Washington |
| Fee model | Percentage of assets |
| Assets under management | $194.8M across 731 accounts |
| SEC registration | Investment adviser representative in OR, WA · CRD 5506614 |
| Exams passed | Series 63 (2008) · Series 65 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.columbiariverfg.com |
How Derek's firm compares
- Columbia River Financial Group's average account is about $267,000, from its Form ADV (assets managed divided by 731 accounts).
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Questions about Derek
Is Derek Kaufman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Columbia River Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek charges a percentage of assets.
Where is Derek Kaufman based?
Derek Kaufman is based in Vancouver, Washington.
What does Derek specialize in?
Derek's specialties include retirement planning.
Is Derek Kaufman registered with the SEC?
Yes. Derek Kaufman is registered as an investment adviser representative in OR and WA (CRD 5506614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Columbia River Financial Group manage?
Columbia River Financial Group reports $194.8M across 731 accounts in assets under management.
How do I contact Derek Kaufman?
Through Derek's website, www.columbiariverfg.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
- Columbia River Financial Group 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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