Wealth Advisors Northwest

What Wealth Advisors Northwest does

Wealth Advisors Northwest is an independent, fee-only registered investment advisor (RIA) headquartered in Portland, Oregon, with a second office in Clackamas. Founded in 2012 by Dirk Conradie and Geoff Dougall, the firm operates as Wealth Advisors Northwest LLC under SEC registration, sharing common ownership with affiliated accounting firm Dougall Conradie CPA LLC. It delivers four integrated core services — Financial Planning, Investment Planning, Tax Planning, and Estate Planning — through a team-based "Round Table" model in which the right specialists collaborate on each client engagement.

The firm serves high-net-worth individuals and families with complex financial lives, with primary segments identified as Successful Professionals, Real Estate Investors, and Small Business Owners. Its 9-person team includes 3 Lead Advisors/Partners, 1 Senior Associate Advisor, 2 Associate Advisors, and 3 Client Service Associates. The practice is relationship-led, beginning with a discovery meeting booked through Acuity Scheduling and supported by an Orion Advisor client portal and Charles Schwab custodial services for account administration and trading. No proprietary technology platform is disclosed; the stack is built on third-party industry-standard tools.

Revenue is generated through advisory fees (subscription/recurring model) rather than product commissions, aligning the firm with a fiduciary, fee-only structure. Pricing is not publicly disclosed but is typically tied to assets-under-management on a negotiated, individual basis. Geographic focus is the Pacific Northwest, principally Oregon and the Portland metropolitan area, with marketing driven by educational content (blog, webinars, events) and direct outreach. No funding rounds, acquisitions, or external institutional investors are disclosed in the available data.

Name

Wealth Advisors Northwest

Legal name

Wealth Advisors Northwest LLC

Website

https://wealthnw.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Wealth Advisors Northwest is a Portland, Oregon-based fee-only SEC-registered investment advisor delivering integrated financial, investment, tax, and estate planning services through a team-based Round Table approach for successful professionals, real estate investors, and small business owners across the Pacific Northwest.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Fee-only financial advisory
• Wealth management services
• Retirement planning
• Estate planning advisory
• Tax planning services

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fees: Fee-only advisory firm providing investment management and strategic wealth planning services. Revenue derived from advisory fees rather than commissions on product sales, aligning firm interests with client outcomes.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Wealth Advisors Northwest delivers fee-only wealth advisory services to individuals and families through four integrated offerings: Financial Planning, Investment Planning, Tax Planning, and Estate Planning. Services are coordinated across a team-based Round Table model in which multiple specialists collaborate on each client's plan, with custody handled by Charles Schwab and client access provided through the Orion Advisor portal.

Product overview

Wealth Advisors Northwest is a fee-only financial advisory firm offering a unified suite of four integrated planning services: Financial Planning, Investment Planning, Tax Planning, and Estate Planning. These services are delivered through a team-based "Round Table" approach where the right professionals collaborate to address various financial needs. Financial Planning serves as the foundational service, with Investment Planning focused on portfolio construction, Tax Planning ensuring year-round tax efficiency, and Estate Planning handling legacy and succession matters—all coordinated to work cohesively toward clients' comprehensive financial goals.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service that combines cash flow analysis and goal-based planning to help clients identify priorities such as buying a home, funding education, planning for retirement, or other life goals. Delivered through a personalized roadmap with ongoing support and plan updates.
• Investment Planning Personalized investment strategy development focusing on diversified asset allocation, tax efficiency, and low-cost investment solutions. Includes risk tolerance assessment, portfolio construction with team collaboration, and ongoing monitoring and adjustments aligned with client goals and market conditions.
• Tax Planning Proactive year-round tax planning service that identifies opportunities to reduce tax burden through strategic planning. Coordinates with retirement strategy, estate planning, and business planning while collaborating with clients' CPAs or tax preparers to ensure financial and tax strategies work together.
• Estate Planning Estate and legacy planning service that ensures clients' wishes are honored and loved ones are cared for. Includes clarifying wishes, evaluating existing plans, collaborative strategy development (trusts, powers of attorney, beneficiary designations), coordinating details, and ongoing reviews as life circumstances change.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Three partnerships are on record, tiered core.

• Dougall Conradie CPA LLCcoreStrategic or Co-development PartnerAffiliated accounting firm providing tax and accounting services to Wealth Advisors Northwest clients. Common ownership with Wealth Advisors Northwest LLC. Discloses financial information to this affiliated entity as outlined in privacy policy.
• Estate Planning AttorneyscoreImplementation/ SI/ Consulting PartnerThird-party legal professionals collaborating with Wealth Advisors Northwest to create estate planning documents including trusts, powers of attorney, and beneficiary designations. Firm works alongside client's legal counsel to ensure seamless integration of estate plans with overall financial strategies.
• Charles SchwabcoreTechnology or IntegrationThird-party custodian and brokerage platform providing account administration and asset custody services. Clients access accounts through Charles Schwab login portal integrated into firm's client services.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Creative Planning: Large national fee-only RIA serving individuals and families with integrated financial planning, investment management, and tax services. Highly comparable business model to Wealth Advisors Northwest but at vastly greater scale, representing the consolidator end of the same fee-only fiduciary segment.
• Carson Wealth: National wealth management firm providing financial planning, investment management, and practice consulting for advisors. Comparable fee-only RIA positioning targeting mass-affluent and HNW clients with integrated planning, and a notable consolidator of smaller advisory firms like Wealth Advisors Northwest.
• Fisher Investments: Large fee-only investment adviser managing portfolios for high-net-worth individuals and institutions. Comparable in being a fee-only advisory serving HNW/mass-affluent clients, but specialized in discretionary portfolio management rather than integrated financial planning like Wealth Advisors Northwest.
• Edelman Financial Engines: Large independent RIA offering financial planning, investment management, and workplace advice to individuals nationwide. Comparable in targeting professionals and families with holistic planning needs, but with significantly larger scale and a digital-advisor hybrid delivery model.
• Northwestern Mutual: Large diversified financial services firm offering investment advisory, insurance, and financial planning services through a national advisor network. Overlaps with Wealth Advisors Northwest in serving professionals and business owners with integrated planning, but at much larger scale and with a different compensation model.
• Mariner Wealth Advisors: National RIA providing comprehensive financial planning, investment advisory, and tax services to high-net-worth individuals and families. Comparable in offering an integrated planning model, but with an institutional scale and acquisition-driven growth strategy that contrasts with Wealth Advisors Northwest's boutique approach.

Emerging players

• Facet Wealth: Digital-first financial planning firm combining CFP-led advice with a proprietary technology platform and flat-fee pricing. Targets the same mass-affluent and HNW-lite segments as Wealth Advisors Northwest but competes via tech-enabled delivery rather than a local in-person advisory model.
• Schwab Intelligent Portfolios: Robo-advisor offering automated investment management and access to CFP professionals as a hybrid service. Competes with Wealth Advisors Northwest for the same mass-affluent client base through a low-cost, technology-led alternative to traditional fee-only advisory.

Direct peers

• Modera Wealth Management: Fee-only RIA providing financial planning, investment management, and tax planning to individuals, families, and small business owners. Closely comparable in business model, service mix, and client segmentation, operating as a similarly sized multi-advisor fee-only firm.
• Buckingham Strategic Wealth: Fee-only RIA offering evidence-based financial planning, investment management, and tax planning to individuals nationwide. Closely comparable fiduciary, fee-only RIA model with integrated planning services targeting mass-affluent and HNW clients similar to Wealth Advisors Northwest's segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/WealthAdvisorNW

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealth Advisors Northwest