Cairn Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$383,188,933
Clients
309
Advisors
3
across 2 offices
About
Cairn Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm implements portfolios using individual stocks, bonds and ETFs and offers financial planning services as part of its investment management relationships, with standalone fixed‑fee plans available on a case‑by‑case basis.
The firm documents client objectives in a written Investment Policy Statement and generally manages accounts on a discretionary basis, following a value‑oriented, risk‑aware approach focused primarily on U.S. equities while allowing other asset types as appropriate. Accounts are reviewed at least quarterly and the firm uses a third‑party platform to review and rebalance held‑away retirement plan accounts without taking custody; its fee schedule is calculated “without adjustment for any margin debt,” indicating the firm permits borrowing/margin in client accounts when applicable.
Compared with many peers, Cairn combines the use of borrowing in separately managed accounts with a structured educational component—financial planning is provided with investment management at no additional cost and the brochure describes client education on topics such as retirement, estate planning and college savings, as well as participation in industry conferences. The firm manages roughly $385 million for several hundred accounts and emphasizes tailored, in‑depth client relationships and periodic rebalancing and reviews guided by each client’s IPS.
Client services
Expertise
Fee options
Fixed fee for standalone financial planning services ranging from $2,500 to $7,000, negotiable
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
$300 to $450 per hour, negotiable depending on scope and complexity
Account minimum: $400,000
Main office
See office500 Broadway Street, Suite 480
Vancouver WA 98660
Advisors at this office
2
Offices (2)
Most active in
California · Oregon · South Carolina · Texas · Washington
Also doing business as
Cairn Investment Group · Cairn Investment Group, Inc. · Cairn Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Timothy M
Series 66
Vancouver, WA
Cairn Wealth Management
Timothy Mosier is a financial advisor at Cairn Wealth Management in Vancouver, WA, with 23 years of industry experience. He holds a Series 66 designation and has worked at Cairn Investment Group, Inc. since 2007, following four years at RBC Capital Markets. Cairn Wealth Management provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a value-oriented, risk-aware approach focused primarily on U.S. equities and integrates financial planning with investment management using written Investment Policy Statements and regular account reviews.
Patrick M
CFP®, Series 63, Series 66
Vancouver, WA
Cairn Wealth Management
Patrick Mason is a CFP® professional with 19 years of industry experience, currently serving at Cairn Wealth Management in Vancouver, WA. His career includes roles at Cairn Investment Group, Inc., NewFocus Financial Group, LLC, Charles Schwab, and TIAA-CREF. Cairn Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm follows a value-oriented, risk-aware approach primarily focused on U.S. equities and integrates financial planning with investment management at no additional cost.
Mark F
CFP®, ChFC®, Series 63, Series 66
Bluffton, SC
Cairn Wealth Management
Mark Farrelly is a financial advisor at Cairn Wealth Management with 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Fidelity, NewFocus Financial Group, and EP Wealth Advisors. Cairn Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by providing discretionary investment management and financial planning. The firm emphasizes a value-oriented, risk-aware approach primarily focused on U.S. equities and integrates financial planning and client education into its services.
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