Ellen Johnson
Thistle Wealth · Corvallis, Oregon
Ellen Johnson is a fee-only financial advisor at Thistle Wealth in Corvallis, Oregon. Ellen charges a percentage of assets (0.98% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Thistle Wealth |
|---|---|
| Based in | Corvallis, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.98% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $18.0M across 48 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7813998 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thistlewealth.com |
| Profile |
How Ellen's firm compares
- Thistle Wealth's average account is about $374,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Ellen
Is Ellen Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ellen holds no broker registration, and Thistle Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ellen charge for financial advice?
Ellen charges a percentage of assets.
How much does Ellen charge?
According to Thistle Wealth's website, checked October 30, 2026: 0.98% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Does Ellen work with clients virtually?
Yes. Thistle Wealth says on its website that it works with clients remotely.
Where is Ellen Johnson based?
Ellen Johnson is based in Corvallis, Oregon.
What does Ellen specialize in?
Ellen's specialties include retirement planning, tax planning, estate & legacy planning, sustainable & impact investing and family wealth transfer. Ellen works with pre-retirees and retirees.
Is Ellen Johnson registered with the SEC?
Yes. Ellen Johnson is registered as an investment adviser representative in OR (CRD 7813998), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Thistle Wealth manage?
Thistle Wealth reports $18.0M across 48 accounts in assets under management.
How do I contact Ellen Johnson?
Through Ellen's website, www.thistlewealth.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
- Thistle Wealth 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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