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CFP

Christopher Hatfield

Defined Wealth Management, LLC
16 Years of Experience
Beaverton, OR
View SEC Summary
View SEC Summary

Christopher Hatfield is a CFP-designated registered investment advisor at Defined Wealth Management, LLC, based in Beaverton, OR, with 16 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 154 clients with $250M in assets under management.

Defined Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
154 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$254.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees range from 0.30% to 1.50% based on assets under management, structured as fixed flat percentages, tiered schedules, or linear schedules.

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

Location

8625 SW Cascade Ave., Suite 410, Beaverton, OR, 97008

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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 Activities

Christopher is a volunteer board member for the South Portland Business Association. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Defined Wealth Management, LLC
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
True Private Wealth Advisors, LLC
January 2014 - April 2020 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - October 2013 · 2 yrs 4 mos
Cri Securities, LLC
January 2010 - April 2011 · 1 yr 3 mos
Securian Financial Services, INC.
December 2009 - April 2011 · 1 yr 4 mos
State Registrations1 state
OR
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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