Cedar Mountain Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$815,385,178
Clients
832
Advisors
6
across 3 offices
About
Cedar Mountain Advisors is a team-based registered investment adviser that provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, charitable organizations and corporations. The firm manages assets through its proprietary model portfolios and program relationships (including an SEI asset allocation program and use of third‑party money managers) and generally charges asset‑based advisory fees.
The firm assigns clients to proprietary model portfolios based on suitability factors such as investment objectives, time horizon and risk tolerance; representatives develop, monitor and update those models and execute periodic rebalancing. Portfolios may include mutual funds, ETFs, individual securities, annuity products and sub‑advised third‑party strategies, and the brochure notes a contrarian tilt with tactical or strategic changes occurring infrequently (typically 0–4 times per year).
Noteworthy for a firm of this type, some representatives are licensed insurance agents and may receive commission income from insurance sales and also provide tax‑preparation services, a practice the brochure discloses as a potential conflict of interest and states clients are not required to use. The firm also emphasizes services that are less common among peers, including ERISA 3(21)/3(38) retirement plan fiduciary work, formal law‑firm consultation arrangements for client analyses, and solicitor/referral relationships with third‑party managers, and it discloses receipt of custodial support and research benefits.
Client services
Expertise
Fee options
Financial planning fees are generally fixed and clearly articulated in the agreement, generally starting at $500
$100,000 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.15% $5,000,001 - Negotiable: Negotiable
Consultations, qualified plan consultations, and law firm consultations at $300 per hour
Account minimum: $250,000 Minimum fee: Minimum annual fee of $500 for investment advisory services Fee-only: Financial planning fees generally fixed, ranging from minimum $500, negotiable; consultation fees $300/hour; qualified plan consultation fees $300/hour; law firm consultation fees $300/hour
Main office
See office5285 Meadows Rd, Suite 360
Lake Oswego OR 97035
Advisors at this office
4
Offices (3)
Most active in
Arizona · California · Florida · New Hampshire · Oregon · Texas · Washington · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Daniel N
CFP®, Series 63, Series 65
Lake Oswego, OR
Cedar Mountain Advisors, LLC
Daniel Nance is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Cedar Mountain Advisors, LLC since 2008 and previously worked at Securities America, Inc. Mr. Nance is also licensed to sell long-term care and life insurance products. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and a mix of mutual funds, ETFs, and individual securities.
Richard R
CFP®, Series 63, Series 66
Portland, OR
Cedar Mountain Advisors, LLC
Richard Rogers is a CFP® professional with 28 years of industry experience. He has been with Cedar Mountain Advisors, LLC since 2013 and previously worked at Securities America, Inc. He is also a speaker for the Society for Financial Awareness, providing educational seminars. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios that are periodically monitored and rebalanced.
Todd S
Series 63, Series 65
Lake Oswego, OR
Cedar Mountain Advisors, LLC
Todd Smithpeter is a financial advisor at Cedar Mountain Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cedar Mountain Advisors since 2010, following nine years at Securities America, Inc. Outside of his advisory role, he owns and operates Smithpeter Equine Enterprises, an equine business focused on training, buying, selling, and breeding horses. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and a mix of mutual funds, ETFs, and individual securities.
Nathan C
CFP®, Series 66
Tigard, OR
Cedar Mountain Advisors, LLC
Nathan Coffey is a CFP® with 13 years of industry experience, currently serving at Cedar Mountain Advisors, LLC since 2013. He previously worked at Securities America, Inc. and is president of Tax Matters, Inc., a tax preparation and consultation firm. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm utilizes proprietary model portfolios and works with third-party money managers, combining mutual funds, ETFs, and individual securities with ongoing discretionary portfolio management.
Bradley P
ChFC®, Series 63
Lake Oswego, OR
Cedar Mountain Advisors, LLC
Bradley Patrick is a financial advisor at Cedar Mountain Advisors, LLC with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role since 2006, he worked at Securities America, Inc. for 13 years. Outside of advisory services, he is involved in fixed insurance sales, including life, disability, and long-term care insurance. Cedar Mountain Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and a combination of mutual funds, ETFs, and individual securities.
Adam W
Series 63, Series 65
Lake Oswego, OR
Cedar Mountain Advisors, LLC
Adam Woods is a financial advisor with Cedar Mountain Advisors, LLC in Lake Oswego, OR. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. Woods has been with Cedar Mountain Advisors since 2006 and previously worked at Securities America, Inc. for 13 years. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, using proprietary model portfolios and a mix of mutual funds, ETFs, and individual securities to tailor investment strategies.
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