Firm
Thistle Wealth
Corvallis, Oregon
Fee-only
Thistle Wealth 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 11 individual clients, 8 of them high net worth.
- Its average account is about $374,000 (assets it manages divided by its 48 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 | Corvallis, Oregon |
|---|---|
| Website | thistlewealth.com |
| [email protected] | |
| Phone | (541) 230-4820 |
Thistle Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.98% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"$0 – $1,000,000 0.98%" source
"Our minimum is $1 million." source
"Our planning is built for households in the $3–5 million range" 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 | $18 million |
| Individual clients | 3 |
| High-net-worth clients | 8 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 334724 |