Gretchen Stangier
Stangier Wealth Management · Clackamas, Oregon
Gretchen Stangier is a fee-only financial advisor at Stangier Wealth Management in Clackamas, Oregon, who holds the CFP credential. Stangier Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Stangier Wealth Management |
|---|---|
| Based in | Clackamas, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $300.4M across 1,512 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 3022236 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.stangierwealthmanagement.com |
| Profile |
How Gretchen's firm compares
- Stangier Wealth Management's average account is about $199,000, from its Form ADV (assets managed divided by 1,512 accounts).
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Questions about Gretchen
Is Gretchen Stangier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gretchen holds no broker registration, and Stangier Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gretchen charge for financial advice?
Gretchen's firm, Stangier Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Gretchen Stangier based?
Gretchen Stangier is based in Clackamas, Oregon.
What credentials does Gretchen Stangier hold?
Gretchen Stangier holds the CFP credential.
Is Gretchen Stangier registered with the SEC?
Yes. Gretchen Stangier is registered as an investment adviser representative in OR, TX and WA (CRD 3022236), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stangier Wealth Management manage?
Stangier Wealth Management reports $300.4M across 1,512 accounts in assets under management.
How do I contact Gretchen Stangier?
Through Gretchen's website, www.stangierwealthmanagement.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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