# Tyler Elliott

> Tyler Elliott is a fee-only financial advisor at Watershed Wealth Planning LLC in Portland, Oregon, who holds the CFP and JD credentials. Tyler charges an ongoing planning fee (ongoing planning from $4,000 a year).

Page: https://find.wellspent.co/advisors/tyler-elliott/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Watershed Wealth Planning LLC
- **Based in:** Portland, Oregon
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $4,000 a year
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $31.2M across 93 accounts
- **Credentials:** CFP, JD
- **CRD:** 6293971 (https://adviserinfo.sec.gov/individual/summary/6293971)
- **SEC registration:** Investment adviser representative
- **Exams passed:** Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://watershedwealthplanning.com

## Frequently asked questions

### Is Tyler Elliott a fee-only financial advisor?

Yes. Tyler Elliott is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tyler's firm.

### How does Tyler charge for financial advice?

Tyler charges an ongoing planning fee.

### How much does Tyler charge?

According to Watershed Wealth Planning LLC's website, checked October 28, 2026: ongoing planning from $4,000 a year.

### Where is Tyler Elliott based?

Tyler Elliott is based in Portland, Oregon.

### What credentials does Tyler Elliott hold?

Tyler Elliott holds the CFP and JD credentials.

### Is Tyler Elliott registered with the SEC?

Yes. Tyler Elliott is registered as an investment adviser representative (CRD 6293971), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Watershed Wealth Planning LLC manage?

Watershed Wealth Planning LLC reports $31.2M across 93 accounts in assets under management.

### How do I contact Tyler Elliott?

Through Tyler's website, watershedwealthplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39310): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.watershedwealthplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.