Patrick Steers
Erlandson Wealth Management · Beaverton, Oregon
Patrick Steers is a fee-only financial advisor at Erlandson Wealth Management in Beaverton, Oregon. Erlandson Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Erlandson Wealth Management |
|---|---|
| Based in | Beaverton, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $67.7M across 437 accounts |
| SEC registration | Investment adviser representative in OR · CRD 6578068 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.erlandsonwealth.com |
How Patrick's firm compares
- Erlandson Wealth Management's average account is about $155,000, from its Form ADV (assets managed divided by 437 accounts).
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Questions about Patrick
Is Patrick Steers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Erlandson 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, Erlandson Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Steers based?
Patrick Steers is based in Beaverton, Oregon.
Is Patrick Steers registered with the SEC?
Yes. Patrick Steers is registered as an investment adviser representative in OR (CRD 6578068), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Erlandson Wealth Management manage?
Erlandson Wealth Management reports $67.7M across 437 accounts in assets under management.
How do I contact Patrick Steers?
Through Patrick's website, www.erlandsonwealth.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
- 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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