Nancy Congdon
Blue Water Wealth · Portland, Oregon
Nancy Congdon is a fee-only financial advisor at Blue Water Wealth in Portland, Oregon, who holds the CFP credential. Nancy focuses on sustainable & impact investing, estate & legacy planning and tax planning. Blue Water Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Early-career professionals
Facts
| Firm | Blue Water Wealth |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $472.8M across 1,206 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NV, OR, TX, WA · CRD 2136551 |
| Exams passed | Series 63 (1993) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.bluewaterwealth.com |
| Profile |
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Questions about Nancy
Is Nancy Congdon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nancy holds no broker registration, and Blue Water Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nancy charge for financial advice?
Nancy's firm, Blue Water Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nancy Congdon based?
Nancy Congdon is based in Portland, Oregon.
What does Nancy specialize in?
Nancy's specialties include sustainable & impact investing, estate & legacy planning and tax planning. Nancy works with pre-retirees and early-career professionals.
What credentials does Nancy Congdon hold?
Nancy Congdon holds the CFP credential.
Is Nancy Congdon registered with the SEC?
Yes. Nancy Congdon is registered as an investment adviser representative in NV, OR, TX and WA (CRD 2136551), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Water Wealth manage?
Blue Water Wealth reports $472.8M across 1,206 accounts in assets under management.
How do I contact Nancy Congdon?
Through Nancy's website, www.bluewaterwealth.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
- Blue Water Wealth 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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