Gretchen Stangier is a CFP-designated registered investment advisor at Stangier Wealth Management, based in Clackamas, OR, with 26 years of industry experience. Gretchen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 496 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 0.99% |
| $4M+ | 0.35% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
12550 SE 93rd Ave, Suite 340, Clackamas, OR, 97015
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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
Stangier Wealth Management
Previous Registrations
LPL Financial LLC
Oregon Trail Financial Services, INC
State Registrations3 states
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