Locke Bielefeldt
Willamette Wealth Partners · Eugene, Oregon
Locke Bielefeldt is a fee-only financial advisor at Willamette Wealth Partners in Eugene, Oregon, who holds the CFP credential. Locke charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Willamette Wealth Partners |
|---|---|
| Based in | Eugene, Oregon |
| Fee model | Percentage of assets |
| Assets under management | $405.2M across 1,792 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 5220747 |
| Exams passed | Series 66 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | willamettewealth.com |
| Profile |
How Locke's firm compares
- Willamette Wealth Partners's average account is about $226,000, from its Form ADV (assets managed divided by 1,792 accounts).
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Questions about Locke
Is Locke Bielefeldt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Locke holds no broker registration, and Willamette Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Locke charge for financial advice?
Locke charges a percentage of assets.
Where is Locke Bielefeldt based?
Locke Bielefeldt is based in Eugene, Oregon.
What does Locke specialize in?
Locke's specialties include retirement planning, estate & legacy planning and tax planning. Locke works with retirees and pre-retirees.
What credentials does Locke Bielefeldt hold?
Locke Bielefeldt holds the CFP credential.
Is Locke Bielefeldt registered with the SEC?
Yes. Locke Bielefeldt is registered as an investment adviser representative in OR and TX (CRD 5220747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Willamette Wealth Partners manage?
Willamette Wealth Partners reports $405.2M across 1,792 accounts in assets under management.
How do I contact Locke Bielefeldt?
Through Locke's website, willamettewealth.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
- Willamette Wealth Partners 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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