Firm
Defined Wealth Management
Beaverton, Oregon
Fee-only
Defined Wealth Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 137 individual clients, 44 of them high net worth.
- Its average account is about $456,000 (assets it manages divided by its 557 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Beaverton, Oregon |
|---|---|
| Website | definedwm.com |
| Phone | (503) 444-7895 |
Defined Wealth Management fees
Defined Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $254 million |
| Individual clients | 93 |
| High-net-worth clients | 44 |
| Accounts managed | 557 |
| Employees | 4 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-117859) |
| Financial planning | Offered |
| Form ADV filed | June 29, 2026 |
| SEC record | CRD 306779 |