Joseph Opsahl
Defined Wealth Management · Beaverton, Oregon
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.
Request an introduction to Joseph →
Specialties
Facts
| Firm | Defined Wealth Management |
|---|---|
| Based in | Beaverton, Oregon |
| Fee model | Ongoing planning fee · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $254.0M across 557 accounts |
| SEC registration | Investment adviser representative in CA, CO, OR, TX, WA · CRD 1257252 |
| Exams passed | Series 63 (1984) · Series 65 (1995) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | definedwm.com |
| Profile |
How Joseph's firm compares
- Defined Wealth Management's average account is about $456,000, from its Form ADV (assets managed divided by 557 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph 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 Joseph
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.
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
- Defined 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.