# Willamette Financial Advisors, LLC

> Willamette Financial Advisors, LLC is an SEC-registered investment advisory firm in Portland, OR, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 173482
- Filed as: WILLAMETTE FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173482
- AdvisorCensus page: https://advisorcensus.com/firm/willamette-financial-advisors-llc-portland-or-173482

## Quick answers

**How is Willamette Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Willamette Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Willamette Financial Advisors, LLC located?**
Willamette Financial Advisors, LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Willamette Financial Advisors, LLC registered with the SEC or a state?**
Willamette Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 173482.

**How much does Willamette Financial Advisors, LLC manage?**
Willamette Financial Advisors, LLC reports $117,489,047 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (94% discretionary).

**How have Willamette Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Willamette Financial Advisors, LLC: Regulatory assets under management: $100,081,592 in the October 2021 data and $117,489,047 in the October 2026 data, up 17%. Total employees: 7 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Willamette Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (168); high net worth individuals (33).

**Which custodians does Willamette Financial Advisors, LLC use?**
Willamette Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does Willamette Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173482

**Does Willamette Financial Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 4, 2026 says: "Willamette Financial Advisors has no set account minimum." "Willamette Financial Advisors has no minimum account size for opening or maintaining an account."

**What changed in Willamette Financial Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $151,816,783 to $117,489,047 (-23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 4, 2026)

- Account minimum: None

> Willamette Financial Advisors has no set account minimum.

> Willamette Financial Advisors has no minimum account size for opening or maintaining an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $117,489,047
- Discretionary: $110,784,729
- Non-discretionary: $6,704,318

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 168 | $53,056,181 |
| High net worth individuals | 33 | $64,432,866 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (8 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, ID, IL, LA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wfinadv.com
- willamettefinancialadvisors.com
- LinkedIn @willamette-financial-advisors-llc
- X @WFA_Advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $100,081,592 | 7 | September 1, 2021 |
| October 2022 | $133,608,835 | 7 | February 28, 2022 |
| October 2023 | $123,085,191 | 6 | March 14, 2023 |
| October 2024 | $131,478,210 | 6 | February 29, 2024 |
| October 2025 | $151,816,783 | 4 | March 26, 2025 |
| October 2026 | $117,489,047 | 3 | February 4, 2026 |

Regulatory assets under management: $100,081,592 in the October 2021 data and $117,489,047 in the October 2026 data, up 17%.
Total employees: 7 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $151,816,783 to $117,489,047 (-23%).

### December 2025
- Employees performing advisory functions went from 3 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Willamette Financial Advisors, LLC (CRD 173482): Form ADV filing data as of October 2026.