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Nick Krautscheid

Advisor at Gannett Wealth Advisors

Updated today

Location

Portland, OR

Credentials

Series 65

Industry experience

1 year

About

Nick Krautscheid is a financial advisor at Gannett Wealth Advisors in Portland, OR, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Sound Advisory, LLC and Unchained Capital, LLC, as well as involvement with Holy Trinity Catholic Church and the University of Portland. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm employs a modern portfolio theory-based investment approach emphasizing asset allocation, mutual fund and ETF analysis, and long-term holdings, while also offering integrated financial planning and tax preparation services.

Client services

Based on Gannett Wealth Advisors

Financial planning Portfolio management Selection of other advisers Tax preparation

Expertise

Based on Gannett Wealth Advisors

Charitable giving tax strategies Business sale tax planning Cash flow / budgeting

Occupation focus

Based on Gannett Wealth Advisors

Founder/Business Owner Executive

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Fee options

Fixed

Initial fee up to $10,000 for comprehensive financial plan; may be reduced or waived at advisor's discretion.

Other

Minimum fee: Recurring fixed fee ranging from $10,000 to $120,000 annually, negotiable and based on client needs and complexity. Fee-only: Fee-only firm; compensation solely from client fees, no commissions.

Location

Portland, OR

Most active in

Oregon · Texas

Work history

Sound Advisory, LLC

2024 - Present (2 years)

Unchained Capital, LLC

2023 - 2024 (1 year)

Holy Trinity Catholic Church

2019 - 2023 (4 years)

University of Portland

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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