David Erlandson is a CFP-designated registered investment advisor at Erlandson Wealth Management, based in Beaverton, OR, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 139 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Erlandson Wealth Management offers asset management services only through a wrap fee program. The fees for this service are described in a separate wrap fee brochure.
Contact
David Erlandson
Location
14780 SW Osprey Drive, Suite 320, Beaverton, OR, 97007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Erlandson Wealth Management
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations2 states
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