Stanley Lochrie
Etesian Wealth Advisors · West Linn, Oregon
Stanley Lochrie is a fee-only financial advisor at Etesian Wealth Advisors in West Linn, Oregon. Etesian Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Etesian Wealth Advisors |
|---|---|
| Based in | West Linn, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $503.3M across 936 accounts |
| SEC registration | Investment adviser representative in CA, OR, WA · CRD 2208453 |
| Exams passed | Series 63 (1992) · Series 65 (1998) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.etesianwa.com |
| Profile |
How Stanley's firm compares
- Etesian Wealth Advisors's average account is about $538,000, from its Form ADV (assets managed divided by 936 accounts).
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Questions about Stanley
Is Stanley Lochrie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stanley holds no broker registration, and Etesian Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stanley charge for financial advice?
Stanley's firm, Etesian Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stanley Lochrie based?
Stanley Lochrie is based in West Linn, Oregon.
Is Stanley Lochrie registered with the SEC?
Yes. Stanley Lochrie is registered as an investment adviser representative in CA, OR and WA (CRD 2208453), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Etesian Wealth Advisors manage?
Etesian Wealth Advisors reports $503.3M across 936 accounts in assets under management.
How do I contact Stanley Lochrie?
Through Stanley's website, www.etesianwa.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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