STANGIER WEALTH MANAGEMENT
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About the firm
Stangier Wealth Management is an investment advisory firm based in Clackamas, OR, on a mission to provide the most important financial education families may ever get. They guide clients toward achieving their financial goals and becoming who they want to be.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial education, investment advisory services, financial planning, estate planning, and retirement planning guidance.
Who they serve
Families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 395 | $113M |
| High Net Worth Individuals | 101 | $186M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $500,000 | 0.99% |
| $500,000 to $1,000,000 | 0.99% |
| $1,000,001 to $4,000,000 | 0.99% |
| $4,000,001 and above | 0.35% |
Data as of January 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STANGIER WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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