Davidson & Watson Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Davidson & Watson Financial provides ongoing portfolio management and financial planning for individuals, high‑net‑worth individuals, and small businesses. Services include the preparation of a written Investment Policy Statement and management of portfolios composed primarily of mutual funds, equities, bonds, ETFs, REITs and government securities.
The firm uses both fundamental and technical analysis and pursues long‑term and short‑term trading strategies, with accounts reviewed at least quarterly by the managing member. According to its ADV, the adviser reports $0 in discretionary assets and $29,000,000 in non‑discretionary assets as of 08/04/2023, and clients receive regular custodian account reports.
Notable distinctions include that the principal is a CFP® and an IRS‑enrolled agent who provides tax preparation and related services under a separate engagement; the brochure discloses this additional compensation as a potential conflict of interest and states clients are under no obligation to use those services. The firm also documents ERISA/IRC fiduciary considerations for rollover recommendations, providing written analyses or an educational‑only alternative to help clients evaluate retirement‑plan rollovers.
Client services
Expertise
Occupation focus
Fee options
$0 - $300,000: 1.25% $300,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Main office
9 Monroe Parkway, Suite 295
Lake Oswego OR 97035
Advisors at this office
1
Most active in
Oregon
Also doing business as
Davidson & Watson Financial · Watson Financial LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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
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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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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.
Forms ADV
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