Lindsey Cole
Venture Forth Financial · Portland, Oregon
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).
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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 | $105.0M across 310 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 4081555 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ventureforthfinancial.com |
| Profile |
How Lindsey's firm compares
- A one-time plan starts at $600, below the Oregon median of $2,500 for fee-only firms that publish prices.
- Venture Forth Financial's average account is about $339,000, from its Form ADV (assets managed divided by 310 accounts).
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Questions about Lindsey
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.
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
- Venture Forth 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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