# Gwendolyn O'Connell

> Gwendolyn O'Connell is a fee-only financial advisor at Pacific Crest Wealth Management in Eugene, Oregon. Gwendolyn focuses on estate & legacy planning and retirement planning. Pacific Crest Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Pacific Crest Wealth Management
- **Based in:** Eugene, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $208.4M across 519 accounts
- **Specialties:** Estate & legacy planning, Retirement planning
- **CRD:** 4326521 (https://adviserinfo.sec.gov/individual/summary/4326521)
- **SEC registration:** Investment adviser representative in CA, NC, OR, TX, WA
- **Exams passed:** Series 63 (2001), Series 65 (2004)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.pacificcrestwealth.com/

## Frequently asked questions

### Is Gwendolyn O'Connell a fee-only financial advisor?

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

### How does Gwendolyn charge for financial advice?

Gwendolyn's firm, Pacific Crest Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gwendolyn O'Connell based?

Gwendolyn O'Connell is based in Eugene, Oregon.

### What does Gwendolyn specialize in?

Gwendolyn's specialties include estate & legacy planning and retirement planning.

### Is Gwendolyn O'Connell registered with the SEC?

Yes. Gwendolyn O'Connell is registered as an investment adviser representative in CA, NC, OR, TX and WA (CRD 4326521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pacific Crest Wealth Management manage?

Pacific Crest Wealth Management reports $208.4M across 519 accounts in assets under management.

### How do I contact Gwendolyn O'Connell?

Through Gwendolyn's website, www.pacificcrestwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4326521): 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.pacificcrestwealth.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.