Donald Watson
Pacific Crest Wealth Management · Medford, Oregon
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.
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Specialties
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 | $208.4M across 519 accounts |
| SEC registration | Investment adviser representative in OR · CRD 3110609 |
| Exams passed | Series 63 (1998) · Series 66 (2008) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pacificcrestwealth.com |
How Donald's firm compares
- Pacific Crest Wealth Management's average account is about $402,000, from its Form ADV (assets managed divided by 519 accounts).
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Questions about Donald
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.
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
- Pacific Crest Wealth Management 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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