Gwendolyn O'Connell
Pacific Crest Wealth Management · Eugene, Oregon
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.
Request an introduction to Gwendolyn →
Specialties
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 | $208.4M across 519 accounts |
| SEC registration | Investment adviser representative in CA, NC, OR, TX, WA · CRD 4326521 |
| Exams passed | Series 63 (2001) · Series 65 (2004) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pacificcrestwealth.com |
| Profile |
How Gwendolyn's firm compares
- Pacific Crest Wealth Management's average account is about $402,000, from its Form ADV (assets managed divided by 519 accounts).
Request an introduction to Gwendolyn
Tell Gwendolyn a little about what you're looking for. Gwendolyn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gwendolyn
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.
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
- Pacific Crest Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.