Firm
TradeWinds Wealth Management
Portland, Oregon
Fee-only
TradeWinds Wealth Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 4 employees and 260 individual clients, 28 of them high net worth.
- Its average account is about $517,000 (assets it manages divided by its 261 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 | Portland, Oregon |
|---|---|
| Website | tradewindswm.com |
| [email protected] | |
| Phone | (503) 673-2828 |
TradeWinds Wealth Management 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.
| Account minimum | $250,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"TradeWinds asks for $250,000 in investable assets for most new relationships" source
"Our advisory fee is a percentage of the assets we manage, billed quarterly." 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 · Performance-based fees |
|---|---|
| Assets managed | $135 million |
| Individual clients | 232 |
| High-net-worth clients | 28 |
| Accounts managed | 261 |
| Employees | 4 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-127142) |
| Financial planning | Offered |
| Form ADV filed | September 16, 2026 |
| SEC record | CRD 323879 |