Todd Brundage
Pacific Capital Works · Portland, Oregon
Todd Brundage is a fee-only financial advisor at Pacific Capital Works in Portland, Oregon, who holds the CFP, ChFC and MBA credentials. Pacific Capital Works reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pacific Capital Works |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $52.8M across 30 accounts |
| Credentials | CFP · ChFC · MBA |
| SEC registration | Investment adviser representative in OR, TX · CRD 4544377 |
| Exams passed | Series 63 (2004) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Todd's firm compares
- Pacific Capital Works's average account is about $1.8 million, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Todd
Is Todd Brundage a fee-only financial advisor?
Yes. Todd Brundage is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Todd's firm.
How does Todd charge for financial advice?
Todd's firm, Pacific Capital Works, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Todd Brundage based?
Todd Brundage is based in Portland, Oregon.
What credentials does Todd Brundage hold?
Todd Brundage holds the CFP, ChFC and MBA credentials.
Is Todd Brundage registered with the SEC?
Yes. Todd Brundage is registered as an investment adviser representative in OR and TX (CRD 4544377), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Pacific Capital Works manage?
Pacific Capital Works reports $52.8M across 30 accounts in assets under management.
How do I contact Todd Brundage?
Contact details aren't on file yet. Search for Pacific Capital Works.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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