# Joseph Opsahl

> Joseph Opsahl is a fee-only financial advisor at Defined Wealth Management in Beaverton, Oregon. Joseph charges an ongoing planning fee and a one-time planning fee and focuses on estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Defined Wealth Management
- **Based in:** Beaverton, Oregon
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $254.0M across 557 accounts
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 1257252 (https://adviserinfo.sec.gov/individual/summary/1257252)
- **SEC registration:** Investment adviser representative in CA, CO, OR, TX, WA
- **Exams passed:** Series 63 (1984), Series 65 (1995)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://definedwm.com

## Frequently asked questions

### Is Joseph Opsahl a fee-only financial advisor?

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

### How does Joseph charge for financial advice?

Joseph charges an ongoing planning fee and a one-time planning fee.

### Where is Joseph Opsahl based?

Joseph Opsahl is based in Beaverton, Oregon.

### What does Joseph specialize in?

Joseph's specialties include estate & legacy planning and tax planning.

### Is Joseph Opsahl registered with the SEC?

Yes. Joseph Opsahl is registered as an investment adviser representative in CA, CO, OR, TX and WA (CRD 1257252), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Defined Wealth Management manage?

Defined Wealth Management reports $254.0M across 557 accounts in assets under management.

### How do I contact Joseph Opsahl?

Through Joseph's website, definedwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1257252): 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://definedwm.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.