William Carmichael
JGP Wealth Management · Portland, Oregon
William Carmichael is a fee-only financial advisor at JGP Wealth Management in Portland, Oregon, who holds the CFP credential. JGP Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | JGP Wealth Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.43B across 3,335 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 8030977 |
| Exams passed | Series 65 (2025) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | jgpwealth.com |
How William's firm compares
- JGP Wealth Management's average account is about $429,000, from its Form ADV (assets managed divided by 3,335 accounts).
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Questions about William
Is William Carmichael a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and JGP Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, JGP Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Carmichael based?
William Carmichael is based in Portland, Oregon.
What credentials does William Carmichael hold?
William Carmichael holds the CFP credential.
Is William Carmichael registered with the SEC?
Yes. William Carmichael is registered as an investment adviser representative in OR (CRD 8030977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JGP Wealth Management manage?
JGP Wealth Management reports $1.43B across 3,335 accounts in assets under management.
How do I contact William Carmichael?
Through William's website, jgpwealth.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
- JGP Wealth Management 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.
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