# Drake Dunlap

> Drake Dunlap is a fee-only financial advisor at Wealth Advisors Northwest in Portland, Oregon. Drake focuses on real estate investors, tax planning and estate & legacy planning. Wealth Advisors Northwest reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wealth Advisors Northwest
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $354.3M across 1,154 accounts
- **Specialties:** Real estate investors, Tax planning, Estate & legacy planning
- **Works with:** Real estate investors
- **CRD:** 8305445 (https://adviserinfo.sec.gov/individual/summary/8305445)
- **SEC registration:** Investment adviser representative in CA, CO, OR, TX, WA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.wealthnw.com/

## Frequently asked questions

### Is Drake Dunlap a fee-only financial advisor?

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

### How does Drake charge for financial advice?

Drake's firm, Wealth Advisors Northwest, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Drake Dunlap based?

Drake Dunlap is based in Portland, Oregon.

### What does Drake specialize in?

Drake's specialties include real estate investors, tax planning and estate & legacy planning. Drake works with real estate investors.

### Is Drake Dunlap registered with the SEC?

Yes. Drake Dunlap is registered as an investment adviser representative in CA, CO, OR, TX and WA (CRD 8305445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth Advisors Northwest manage?

Wealth Advisors Northwest reports $354.3M across 1,154 accounts in assets under management.

### How do I contact Drake Dunlap?

Through Drake's website, www.wealthnw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8305445): 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.wealthnw.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.