Edward Truax
Horst & Graben Wealth Management · Portland, Oregon
Edward Truax is a fee-only financial advisor at Horst & Graben Wealth Management in Portland, Oregon, who holds the ChFC credential. Horst & Graben Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Edward →
Facts
| Firm | Horst & Graben Wealth Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $920.1M across 3,442 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in OR · CRD 1964666 |
| Exams passed | Series 63 (1989) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.horstandgrabenwealth.com |
How Edward's firm compares
- Horst & Graben Wealth Management's average account is about $267,000, from its Form ADV (assets managed divided by 3,442 accounts).
Request an introduction to Edward
Tell Edward a little about what you're looking for. Edward isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Edward
Is Edward Truax a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Horst & Graben Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Horst & Graben Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edward Truax based?
Edward Truax is based in Portland, Oregon.
What credentials does Edward Truax hold?
Edward Truax holds the ChFC credential.
Is Edward Truax registered with the SEC?
Yes. Edward Truax is registered as an investment adviser representative in OR (CRD 1964666), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Horst & Graben Wealth Management manage?
Horst & Graben Wealth Management reports $920.1M across 3,442 accounts in assets under management.
How do I contact Edward Truax?
Through Edward's website, www.horstandgrabenwealth.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
- Horst & Graben 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.
See something wrong? Request a correction. Read our methodology.