Tyler Elliott
Watershed Wealth Planning LLC · Portland, Oregon
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).
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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 |
| Assets under management | $31.2M across 93 accounts |
| Credentials | CFP · JD |
| SEC registration | Investment adviser representative · CRD 6293971 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | watershedwealthplanning.com |
| Profile |
How Tyler's firm compares
- Ongoing planning starts at $4,000 a year, below the Oregon median of $5,000 for fee-only firms that publish prices.
- Watershed Wealth Planning LLC's average account is about $335,000, from its Form ADV (assets managed divided by 93 accounts).
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Questions about Tyler
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- Watershed Wealth Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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