Paul Hegdahl
Hegdahl Investment Management · Seattle, Washington
Paul Hegdahl is a fee-only financial advisor at Hegdahl Investment Management in Seattle, Washington, who holds the CFA credential. Paul focuses on equity compensation, tax planning and estate & legacy planning. Hegdahl Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
- Executives
Facts
| Firm | Hegdahl Investment Management |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $44.8M across 108 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 5172836 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hegdahlim.com |
| Profile |
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Questions about Paul
Is Paul Hegdahl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Hegdahl Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Hegdahl Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paul Hegdahl based?
Paul Hegdahl is based in Seattle, Washington.
What does Paul specialize in?
Paul's specialties include equity compensation, tax planning and estate & legacy planning. Paul works with tech employees and executives.
What credentials does Paul Hegdahl hold?
Paul Hegdahl holds the CFA credential.
Is Paul Hegdahl registered with the SEC?
Yes. Paul Hegdahl is registered as an investment adviser representative in WA (CRD 5172836), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hegdahl Investment Management manage?
Hegdahl Investment Management reports $44.8M across 108 accounts in assets under management.
How do I contact Paul Hegdahl?
Through Paul's website, www.hegdahlim.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
- Hegdahl Investment 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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