Grant Bledsoe
Three Oaks Wealth · Lake Oswego, Oregon
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.
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Specialties
Who they serve
- Founders
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 |
| Assets under management | $100.0M across 343 accounts |
| Credentials | AIF · CEPA · CFA · CFP · MBA |
| SEC registration | Investment adviser representative in CA, OR, TX · CRD 5424910 |
| Exams passed | Series 63 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | threeoakswealth.com |
| Profile |
How Grant's firm compares
- Three Oaks Wealth's average account is about $292,000, from its Form ADV (assets managed divided by 343 accounts).
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Questions about Grant
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Three Oaks Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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