SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Willamette Financial Advisors, LLC
Portland, OR
CRD 173482
Firm filing updated February 4, 2026 ·
- $117.5MAssets
- 201Clients
- 2Advisory staff
- 488Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals168
- High net worth individuals33
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 168 | $53.1 million |
| High net worth individuals | 33 | $64.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$117.5 million
- Accounts488
- Discretionary$110.8 million · 483 accounts
- Non-discretionary$6.7 million · 5 accounts
People
- Employees3
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 173482, SEC file 801-112193.
- Registered with the SEC as an investment advisor (status date on record: December 18, 2017).
Is Willamette Financial Advisors, LLC a fiduciary?
Short answer: Willamette Financial Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents, the firm is itself an insurance broker or agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.