Firm
Pacific Crest Wealth Management
Eugene, Oregon
Fee-only
Pacific Crest Wealth Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 9 advisors are listed here; 1 of 9 hold the CFP.
- Its Form ADV reports 9 employees and 457 individual clients, 42 of them high net worth.
- Its average account is about $402,000 (assets it manages divided by its 519 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Eugene, Oregon |
|---|---|
| Website | pacificcrestwealth.com |
| [email protected] | |
| Phone | (541) 338-7631 |
Pacific Crest Wealth Management fees
Pacific Crest 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 · Fixed fees |
|---|---|
| Assets managed | $208 million |
| Individual clients | 415 |
| High-net-worth clients | 42 |
| Accounts managed | 519 |
| Employees | 9 |
| Planning clients | 0 |
| Registered with | The SEC (801-123534) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 290254 |