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KA
CFP
KA
CFP

Kendall Acheson

Coldstream Wealth Management
17 Years of Experience
Portland, OR
Sells Insurance
View SEC Summary
View SEC Summary

Kendall Acheson is a CFP-designated registered investment advisor at Coldstream Wealth Management, based in Portland, OR, with 17 years of industry experience. Kendall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 4,386 clients with $14B in assets under management.

Coldstream Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
138 advisors
Number of Clients
4,386 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$13.9B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and range up to 1.00% based on asset size and portfolio complexity. Minimum management fee is $10,000 for private wealth management and $150,000 for family office management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1155 SW Morrison St, Suite 400, Portland, OR, 97205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kendall works as an independent insurance agent, dedicating minimal time to this activity.

Employment History
Current Registrations
Coldstream Wealth Management
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Cable Hill Partners, LLC
June 2017 - June 2025 · 8 yrs
Raymond James & Associates, INC.
October 2013 - June 2017 · 3 yrs 8 mos
Raymond James & Associates, INC.Broker
October 2013 - June 2017 · 3 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2011 - October 2013 · 2 yrs 1 mo
Stifel, Nicolaus & Company, Incorporated
September 2011 - October 2013 · 2 yrs 1 mo
Morgan Stanley Smith Barney LLC
July 2010 - September 2011 · 1 yr 2 mos
Morgan Stanley Smith BarneyBroker
June 2010 - September 2011 · 1 yr 3 mos
Charles Schwab & CO., INC.Broker
June 2008 - July 2009 · 1 yr 1 mo
State Registrations2 states
CAOR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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