Firm
Swiftwater Capital
Lake Oswego, Oregon
Fee-only
Swiftwater Capital at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 45 individual clients, 23 of them high net worth.
- Its average account is about $850,000 (assets it manages divided by its 201 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Lake Oswego, Oregon |
|---|---|
| Website | swiftwater.capital |
| [email protected] | |
| Phone | (971) 453-0130 |
Swiftwater Capital fees
Swiftwater Capital 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 | $171 million |
| Individual clients | 22 |
| High-net-worth clients | 23 |
| Accounts managed | 201 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-134878) |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 329458 |