# Donald Watson

> Donald Watson is a fee-only financial advisor at Pacific Crest Wealth Management in Medford, Oregon. Donald 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/donald-watson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pacific Crest Wealth Management
- **Based in:** Medford, 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:** 3110609 (https://adviserinfo.sec.gov/individual/summary/3110609)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 63 (1998), Series 66 (2008)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.pacificcrestwealth.com/

## Frequently asked questions

### Is Donald Watson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donald 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 Donald charge for financial advice?

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

### Where is Donald Watson based?

Donald Watson is based in Medford, Oregon.

### What does Donald specialize in?

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

### Is Donald Watson registered with the SEC?

Yes. Donald Watson is registered as an investment adviser representative in OR (CRD 3110609), 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 Donald Watson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3110609): 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.