Erik Daley
Multnomah Group · Portland, Oregon
Erik Daley is a fee-only financial advisor at Multnomah Group in Portland, Oregon, who holds the CFA credential. Erik focuses on retirement planning. Multnomah Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Multnomah Group |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.67B across 374 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OR, TX · CRD 2962404 |
| Exams passed | Series 63 (1997) · Series 65 (1998) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.multnomahgroup.com |
| Profile |
How Erik's firm compares
- Multnomah Group's average account is about $7.1 million, from its Form ADV (assets managed divided by 374 accounts).
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Questions about Erik
Is Erik Daley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Multnomah Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erik charge for financial advice?
Erik's firm, Multnomah Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Erik Daley based?
Erik Daley is based in Portland, Oregon.
What does Erik specialize in?
Erik's specialties include retirement planning. Erik works with retirees and pre-retirees.
What credentials does Erik Daley hold?
Erik Daley holds the CFA credential.
Is Erik Daley registered with the SEC?
Yes. Erik Daley is registered as an investment adviser representative in OR and TX (CRD 2962404), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Multnomah Group manage?
Multnomah Group reports $2.67B across 374 accounts in assets under management.
How do I contact Erik Daley?
Through Erik's website, www.multnomahgroup.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
- Multnomah Group 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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