Firm
Mckelvey Wealth Management
Tigard, Oregon
Fee-only
Mckelvey Wealth Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 82 individual clients, 15 of them high net worth.
- Its average account is about $304,000 (assets it manages divided by its 195 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Tigard, Oregon |
|---|---|
| Website | mckelveywm.com |
| Phone | (503) 709-5669 |
Mckelvey Wealth Management fees
Mckelvey Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Hourly |
|---|---|
| Assets managed | $59 million |
| Individual clients | 67 |
| High-net-worth clients | 15 |
| Accounts managed | 195 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 316506 |