Garth Shinn
Aluman · Portland, Oregon
Garth Shinn is a fee-only financial advisor at Aluman in Portland, Oregon, who holds the CFP credential. Aluman reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aluman |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $135.0M across 403 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MN, OR, TX, WA · CRD 4558874 |
| Exams passed | Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | alumanfinancial.com |
| Profile |
How Garth's firm compares
- Aluman's average account is about $335,000, from its Form ADV (assets managed divided by 403 accounts).
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Questions about Garth
Is Garth Shinn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Garth holds no broker registration, and Aluman reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Garth charge for financial advice?
Garth's firm, Aluman, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Garth Shinn based?
Garth Shinn is based in Portland, Oregon.
What credentials does Garth Shinn hold?
Garth Shinn holds the CFP credential.
Is Garth Shinn registered with the SEC?
Yes. Garth Shinn is registered as an investment adviser representative in CA, MN, OR, TX and WA (CRD 4558874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aluman manage?
Aluman reports $135.0M across 403 accounts in assets under management.
How do I contact Garth Shinn?
Through Garth's website, alumanfinancial.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
- 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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