Firm
Erlandson Wealth Management LLC
Beaverton, Oregon
Fee-only
Erlandson Wealth Management LLC at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 139 individual clients, 47 of them high net worth.
- Its average account is about $155,000 (assets it manages divided by its 437 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Beaverton, Oregon |
|---|---|
| Website | erlandsonwealth.com |
| [email protected] | |
| Phone | (503) 746-9275 |
Erlandson Wealth Management LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,400 |
|---|---|
| How it charges | Percentage of assets · Flat fee · One-time plans or projects |
In the firm's words
"Financial plan only : Flat fee of $1400.00 (7 hours)." source
"Asset management: Charged as a percentage of assets under management at our firm." source
"Financial plan only : Flat fee of $1400.00 (7 hours)." source
"Financial plan only : Flat fee of $1400.00 (7 hours)." source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $68 million |
| Individual clients | 92 |
| High-net-worth clients | 47 |
| Accounts managed | 437 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-72502) |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 157724 |