Sheree Arntson
Allium Financial Advisors · Lake Oswego, Oregon
Sheree Arntson is a fee-only financial advisor at Allium Financial Advisors in Lake Oswego, Oregon. Sheree 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.
Request an introduction to Sheree →
Specialties
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 | $733.5M across 934 accounts |
| SEC registration | Investment adviser representative in CA, OR, WA · CRD 3184330 |
| Exams passed | Series 63 (1999) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.alliumfinancial.com |
How Sheree's firm compares
- Allium Financial Advisors's average account is about $785,000, from its Form ADV (assets managed divided by 934 accounts).
Request an introduction to Sheree
Tell Sheree a little about what you're looking for. Sheree isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sheree
Is Sheree Arntson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sheree 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 Sheree charge for financial advice?
Sheree's firm, Allium Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sheree Arntson based?
Sheree Arntson is based in Lake Oswego, Oregon.
What does Sheree specialize in?
Sheree's specialties include small business owners, tax planning and estate & legacy planning.
Is Sheree Arntson registered with the SEC?
Yes. Sheree Arntson is registered as an investment adviser representative in CA, OR and WA (CRD 3184330), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Allium Financial Advisors manage?
Allium Financial Advisors reports $733.5M across 934 accounts in assets under management.
How do I contact Sheree Arntson?
Through Sheree's website, www.alliumfinancial.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
- Allium Financial Advisors 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.
See something wrong? Request a correction. Read our methodology.