Patrick Steers is a registered investment advisor at Erlandson Wealth Management, based in Beaverton, OR, with 10 years of industry experience. Patrick 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 6 more. Their firm serves 139 clients with $68M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting — $400 for an initial plan and consultation (covering up to 4 hours). If additional time is needed, Erlandson Wealth Management charges $200 per hour, with a total cost cap of $3,500. This fee is waived or rebated if you hire Erlandson Wealth Management for asset management.
- College Aid Pro educational planning — $400 upfront fee for college financial planning and aid strategy. Consultations exceeding 4 hours are billed at $200 per hour.
Location
14780 SW Osprey Drive, Suite 320, Beaverton, OR, 97007
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Erlandson Wealth Management
State Registrations1 state
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
More Advisors
- David Erlandson, CFPErlandson Wealth Management
- Kurtis Kallien, CFPStrategic Advisers LLC
- Kelly Manning, ChFCState Farm Investment Management CORP.
- David Krichevsky, CFPCetera Investment Advisers LLC
- Brian Lawrence, CFASavant Wealth Management
- Michelle Tran, CFASavant Wealth Management