# Geoffrey Dougall

> Geoffrey Dougall is a fee-only financial advisor at Wealth Advisors Northwest in Portland, Oregon, who holds the PFS credential. Geoffrey focuses on real estate investors, tax planning and estate & legacy planning. Wealth Advisors Northwest reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/geoffrey-dougall/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wealth Advisors Northwest
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $354.3M across 1,154 accounts
- **Credentials:** PFS
- **Specialties:** Real estate investors, Tax planning, Estate & legacy planning
- **Works with:** Real estate investors
- **CRD:** 6014398 (https://adviserinfo.sec.gov/individual/summary/6014398)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.wealthnw.com/

## Frequently asked questions

### Is Geoffrey Dougall a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Geoffrey holds no broker registration, and Wealth Advisors Northwest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Geoffrey charge for financial advice?

Geoffrey's firm, Wealth Advisors Northwest, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Geoffrey Dougall based?

Geoffrey Dougall is based in Portland, Oregon.

### What does Geoffrey specialize in?

Geoffrey's specialties include real estate investors, tax planning and estate & legacy planning. Geoffrey works with real estate investors.

### What credentials does Geoffrey Dougall hold?

Geoffrey Dougall holds the PFS credential.

### Is Geoffrey Dougall registered with the SEC?

Yes. Geoffrey Dougall is registered as an investment adviser representative in OR, TX and WA (CRD 6014398), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth Advisors Northwest manage?

Wealth Advisors Northwest reports $354.3M across 1,154 accounts in assets under management.

### How do I contact Geoffrey Dougall?

Through Geoffrey's website, www.wealthnw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6014398): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.wealthnw.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.