# Michelle Wanless

> Michelle Wanless is a fee-only financial advisor at Allium Financial Advisors in Lake Oswego, Oregon. Michelle focuses on small business owners, tax planning and estate & legacy planning. Allium Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Allium Financial Advisors
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $733.5M across 934 accounts
- **Specialties:** Small business owners, Tax planning, Estate & legacy planning
- **CRD:** 4522058 (https://adviserinfo.sec.gov/individual/summary/4522058)
- **SEC registration:** Investment adviser representative in CA, OR, TX, WA
- **Exams passed:** Series 66 (2018)
- **Firm size:** 10 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.alliumfinancial.com

## Frequently asked questions

### Is Michelle Wanless a fee-only financial advisor?

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

### How does Michelle charge for financial advice?

Michelle's firm, Allium Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michelle Wanless based?

Michelle Wanless is based in Lake Oswego, Oregon.

### What does Michelle specialize in?

Michelle's specialties include small business owners, tax planning and estate & legacy planning.

### Is Michelle Wanless registered with the SEC?

Yes. Michelle Wanless is registered as an investment adviser representative in CA, OR, TX and WA (CRD 4522058), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Allium Financial Advisors manage?

Allium Financial Advisors reports $733.5M across 934 accounts in assets under management.

### How do I contact Michelle Wanless?

Through Michelle's website, www.alliumfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4522058): 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.alliumfinancial.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.