Patrick Mason
Cairn Wealth Management · Vancouver, Washington
Patrick Mason is a fee-only financial advisor at Cairn Wealth Management in Vancouver, Washington, who holds the CFP credential. Patrick focuses on retirement planning, tax planning and estate & legacy planning. Cairn Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
- Early-career professionals
- Multi-generational families
- High earners
Facts
| Firm | Cairn Wealth Management |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $385.0M across 806 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, WA · CRD 4585346 |
| Exams passed | Series 63 (2002) · Series 66 (2005) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.cairninvestment.com |
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Questions about Patrick
Is Patrick Mason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Cairn Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Cairn Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Mason based?
Patrick Mason is based in Vancouver, Washington.
What does Patrick specialize in?
Patrick's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Patrick works with retirees, pre-retirees, executives, founders and early-career professionals.
What credentials does Patrick Mason hold?
Patrick Mason holds the CFP credential.
Is Patrick Mason registered with the SEC?
Yes. Patrick Mason is registered as an investment adviser representative in OR and WA (CRD 4585346), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cairn Wealth Management manage?
Cairn Wealth Management reports $385.0M across 806 accounts in assets under management.
How do I contact Patrick Mason?
Through Patrick's website, www.cairninvestment.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
- Cairn Wealth Management 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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