Jeremy Six
Foster & Wood · Lake Oswego, Oregon
Jeremy Six is a fee-only financial advisor at Foster & Wood in Lake Oswego, Oregon. Jeremy focuses on family wealth transfer, tax planning and estate & legacy planning. Foster & Wood reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Foster & Wood |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $218.7M across 222 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7874674 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | fosterandwood.com |
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Questions about Jeremy
Is Jeremy Six a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Foster & Wood reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Foster & Wood, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeremy Six based?
Jeremy Six is based in Lake Oswego, Oregon.
What does Jeremy specialize in?
Jeremy's specialties include family wealth transfer, tax planning and estate & legacy planning. Jeremy works with multi-generational families.
Is Jeremy Six registered with the SEC?
Yes. Jeremy Six is registered as an investment adviser representative in OR (CRD 7874674), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Foster & Wood manage?
Foster & Wood reports $218.7M across 222 accounts in assets under management.
How do I contact Jeremy Six?
Through Jeremy's website, fosterandwood.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
- Foster & Wood 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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