Eli Dollinger
Daniel Dollinger CPA, CFP® · Wilsonville, Oregon
Eli Dollinger is a fee-only financial advisor at Daniel Dollinger CPA, CFP® in Wilsonville, Oregon. Eli charges a percentage of assets and hourly fees and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Facts
| Firm | Daniel Dollinger CPA, CFP® |
|---|---|
| Based in | Wilsonville, Oregon |
| Fee model | Percentage of assets · Hourly |
| Works virtually | Yes |
| Languages | Mandarin Chinese |
| Assets under management | $47.7M across 50 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7038698 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | danieldollinger.com |
| Profile |
How Eli's firm compares
- Daniel Dollinger CPA, CFP®'s average account is about $955,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Eli
Is Eli Dollinger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eli holds no broker registration, and Daniel Dollinger CPA, CFP® reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eli charge for financial advice?
Eli charges a percentage of assets and hourly fees.
Does Eli work with clients virtually?
Yes. Daniel Dollinger CPA, CFP® says on its website that it works with clients remotely.
What languages does Eli work in?
Besides English, Daniel Dollinger CPA, CFP® offers service in Mandarin Chinese, according to its website.
Where is Eli Dollinger based?
Eli Dollinger is based in Wilsonville, Oregon.
What does Eli specialize in?
Eli's specialties include tax planning, estate & legacy planning and retirement planning.
Is Eli Dollinger registered with the SEC?
Yes. Eli Dollinger is registered as an investment adviser representative in OR (CRD 7038698), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Daniel Dollinger CPA, CFP® manage?
Daniel Dollinger CPA, CFP® reports $47.7M across 50 accounts in assets under management.
How do I contact Eli Dollinger?
Through Eli's website, danieldollinger.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
- Daniel Dollinger CPA, CFP® 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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