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Michelle Wanless

Allium Financial Advisors, LLC
23 Years of Experience
2 Disclosures
View SEC Summary
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Michelle Wanless is a registered investment advisor at Allium Financial Advisors, LLC, based in Lake Oswego, OR, with 23 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 168 clients with $640M in assets under management.

Allium Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
168 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$638.9M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5M+0.65%

For portfolios with assets over $25,000,000, the fee is a negotiated flat fee starting at 0.60%. The firm may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.

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

Location

310 N State Street, Suite 208, Lake Oswego, OR, 97034

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2013
Customer Dispute
August 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michelle is a notary public for the state of Washington since 2018, providing notary services. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Allium Financial Advisors, LLC
June 2024 - Present · 1 yr 10 mos
Previous Registrations
D.A. Davidson & CO.
August 2018 - May 2024 · 5 yrs 9 mos
D.A. Davidson & CO.Broker
August 2018 - May 2024 · 5 yrs 9 mos
E2i Advisors, LLC
May 2018 - September 2018 · 4 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2015 - August 2018 · 3 yrs 1 mo
Umpqua Investments, INC.
May 2013 - July 2015 · 2 yrs 2 mos
Umpqua Investments, INC.Broker
April 2013 - July 2015 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
January 2011 - March 2013 · 2 yrs 2 mos
Wells Fargo Advisors, LLC
January 2011 - March 2013 · 2 yrs 2 mos
Wells Fargo Investments, LLCBroker
June 2008 - January 2011 · 2 yrs 7 mos
Wells Fargo Investments, LLC
June 2008 - January 2011 · 2 yrs 7 mos
Key Investment Services LLC
January 2006 - May 2008 · 2 yrs 4 mos
Key Investment Services LLCBroker
January 2006 - May 2008 · 2 yrs 4 mos
Mcdonald Investments INC.Broker
March 2004 - January 2006 · 1 yr 10 mos
Mcdonald Investments INC.
March 2004 - January 2006 · 1 yr 10 mos
H&r Block Financial Advisors, INC.
February 2004 - February 2004 · 0 mos
Ids Life Insurance CompanyBroker
May 2002 - November 2003 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
May 2002 - November 2003 · 1 yr 6 mos
State Registrations4 states
CAORTXWA
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.