# Consolidated Financial Management Corp.

> Consolidated Financial Management Corp. is a state-registered investment advisory firm in Beaverton, OR, registered since 1985, with no regulatory assets under management reported in its Form ADV filing dated June 23, 2026.

- CRD: 119181
- Filed as: CONSOLIDATED FINANCIAL MANAGEMENT CORP.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beaverton, OR
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119181
- AdvisorCensus page: https://advisorcensus.com/firm/consolidated-financial-management-corp-beaverton-or-119181

## Quick answers

**How is Consolidated Financial Management Corp. compensated?**
On its Form ADV (Item 5.E, October 2026), Consolidated Financial Management Corp. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Consolidated Financial Management Corp. located?**
Consolidated Financial Management Corp.'s principal office is in Beaverton, OR, according to its Form ADV.

**Is Consolidated Financial Management Corp. registered with the SEC or a state?**
Consolidated Financial Management Corp. is a state-registered investment advisory firm, registered since 1985. Status as filed: APPROVED. CRD 119181.

**Does Consolidated Financial Management Corp. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/119181

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1985 (41 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cfmplanners.com
- Facebook @KRISTY.MOTTA
- LinkedIn @KRISTY-MOTTA-79B45086

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Consolidated Financial Management Corp. (CRD 119181): Form ADV filing data as of October 2026.