# Grant Bledsoe

> Grant Bledsoe is a fee-only financial advisor at Three Oaks Wealth in Lake Oswego, Oregon, who holds the AIF, CEPA and CFA credentials. Grant focuses on retirement planning, tax planning and founders (pre-exit). Three Oaks Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/grant-bledsoe/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Three Oaks Wealth
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $100.0M across 343 accounts
- **Credentials:** AIF, CEPA, CFA, CFP, MBA
- **Specialties:** Retirement planning, Tax planning, Founders (pre-exit), Small business owners, Estate & legacy planning
- **Works with:** Founders
- **CRD:** 5424910 (https://adviserinfo.sec.gov/individual/summary/5424910)
- **SEC registration:** Investment adviser representative in CA, OR, TX
- **Exams passed:** Series 63 (2007)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://threeoakswealth.com

## Frequently asked questions

### Is Grant Bledsoe a fee-only financial advisor?

Yes. Grant Bledsoe is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Grant's firm.

### How does Grant charge for financial advice?

Grant's firm, Three Oaks Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Grant Bledsoe based?

Grant Bledsoe is based in Lake Oswego, Oregon.

### What does Grant specialize in?

Grant's specialties include retirement planning, tax planning, founders (pre-exit), small business owners and estate & legacy planning. Grant works with founders.

### What credentials does Grant Bledsoe hold?

Grant Bledsoe holds the AIF, CEPA, CFA, CFP and MBA credentials.

### Is Grant Bledsoe registered with the SEC?

Yes. Grant Bledsoe is registered as an investment adviser representative in CA, OR and TX (CRD 5424910), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Three Oaks Wealth manage?

Three Oaks Wealth reports $100.0M across 343 accounts in assets under management.

### How do I contact Grant Bledsoe?

Through Grant's website, threeoakswealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39003): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.threeoakswealth.com/): specialties, clients served, and fees, checked October 28, 2026

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