Jennifer De Thomas
Birch Elliott Financial · Portland, Oregon
Jennifer De Thomas is a fee-only financial advisor at Birch Elliott Financial in Portland, Oregon, who holds the CFP credential. Jennifer charges a one-time planning fee (one-time plans from $1,500) and focuses on sustainable & impact investing.
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Specialties
Who they serve
- Early-career professionals
- Mid-life transitions
Facts
| Firm | Birch Elliott Financial |
|---|---|
| Based in | Portland, Oregon |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $1,500 |
| Assets under management | $62.7M across 209 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, WA · CRD 3214657 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.birchelliott.com |
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Questions about Jennifer
Is Jennifer De Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Birch Elliott Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer charges a one-time planning fee.
How much does Jennifer charge?
According to Birch Elliott Financial's website, checked October 30, 2026: one-time plans from $1,500.
Where is Jennifer De Thomas based?
Jennifer De Thomas is based in Portland, Oregon.
What does Jennifer specialize in?
Jennifer's specialties include sustainable & impact investing. Jennifer works with early-career professionals and mid-life transitions.
What credentials does Jennifer De Thomas hold?
Jennifer De Thomas holds the CFP credential.
Is Jennifer De Thomas registered with the SEC?
Yes. Jennifer De Thomas is registered as an investment adviser representative in OR and WA (CRD 3214657), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birch Elliott Financial manage?
Birch Elliott Financial reports $62.7M across 209 accounts in assets under management.
How do I contact Jennifer De Thomas?
Through Jennifer's website, www.birchelliott.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
- Birch Elliott Financial 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.
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