# Lindsey Cole

> Lindsey Cole is a fee-only financial advisor at Venture Forth Financial in Portland, Oregon. Lindsey charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $600).

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

## Facts

- **Firm:** Venture Forth Financial
- **Based in:** Portland, Oregon
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $600
- **Assets under management (firm):** $105.0M across 310 accounts
- **CRD:** 4081555 (https://adviserinfo.sec.gov/individual/summary/4081555)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.ventureforthfinancial.com/

## Frequently asked questions

### Is Lindsey Cole a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lindsey holds no broker registration, and Venture Forth Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lindsey charge for financial advice?

Lindsey charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Lindsey charge?

According to Venture Forth Financial's website, checked October 30, 2026: one-time plans from $600.

### Where is Lindsey Cole based?

Lindsey Cole is based in Portland, Oregon.

### Is Lindsey Cole registered with the SEC?

Yes. Lindsey Cole is registered as an investment adviser representative in OR and TX (CRD 4081555), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Venture Forth Financial manage?

Venture Forth Financial reports $105.0M across 310 accounts in assets under management.

### How do I contact Lindsey Cole?

Through Lindsey's website, www.ventureforthfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4081555): 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://www.ventureforthfinancial.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.