# Lindsey Swanson

> Lindsey Swanson is a fee-only financial advisor at We Financial Group in Oakland, California, who holds the CFP credential. We Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** We Financial Group
- **Based in:** Oakland, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Languages:** French
- **Assets under management (firm):** $127.4M across 648 accounts
- **Credentials:** CFP
- **Works with:** Founders, Tech employees, Cross-border families, Multi-generational families
- **CRD:** 6256916 (https://adviserinfo.sec.gov/individual/summary/6256916)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.wefinancialgroup.us

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Lindsey holds no broker registration, and We Financial Group 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's firm, We Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### What languages does Lindsey work in?

Besides English, We Financial Group offers service in French, according to its website.

### Where is Lindsey Swanson based?

Lindsey Swanson is based in Oakland, California.

### What credentials does Lindsey Swanson hold?

Lindsey Swanson holds the CFP credential.

### Is Lindsey Swanson registered with the SEC?

Yes. Lindsey Swanson is registered as an investment adviser representative in CA (CRD 6256916), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does We Financial Group manage?

We Financial Group reports $127.4M across 648 accounts in assets under management.

### How do I contact Lindsey Swanson?

Through Lindsey's website, www.wefinancialgroup.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6256916): 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://wefinancial.group/): 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.