Defined Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$215,710,711
Clients
137
Advisors
3
of 4 employees
About
Defined Wealth Management serves individual and high-net-worth clients, trusts, estates, retirement plan participants and institutional clients, offering discretionary investment management, financial planning and consulting, ERISA plan advisory, selection of third-party money managers, and services delivered via the Betterment for Advisors platform. As of December 31, 2025 the firm reported about $253.96 million in assets under management across roughly 557 accounts, with the large majority managed on a discretionary basis.
The firm combines passive and active approaches—using Modern Portfolio Theory, tactical asset allocation, relative-strength and trend-following techniques alongside fundamental, technical and charting analysis—to construct and monitor portfolios. Investments may include ETFs, mutual funds, options, alternative investments and the selective use of margin, and the firm also employs Betterment’s algorithmic goal-based portfolios, automated rebalancing, and optional tax-loss harvesting for certain accounts.
Distinctive features include the firm’s scale relative to a small advisory team (three advisors overseeing about $254 million) and the concentration of discretionary AUM (approximately $252.6 million managed discretionarily, with a very small non-discretionary component). The firm also provides a broader set of consulting services than is typical for a similarly sized RIA—such as corporate structure advice, cost segregation studies, mortgage and lines-of-credit analysis—while maintaining no stated account minimum and using both bespoke advisory work and a digital sub-advisory platform.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial consultation services, negotiated per engagement
0.30%-1.50% annually, structured as fixed flat percentage, tiered fee schedule, or linear breakpoint fee
Minimum fee: May include a minimum quarterly fee; not specifically quantified Fee-only: Fixed fees for financial consultation services, negotiated per engagement, with retainers up to $1,200
Main office
8625 SW Cascade Ave., Suite 410
Beaverton OR 97008
Advisors at this office
3
Most active in
California · Colorado · Oregon · Texas · Washington
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
Christopher H
CFP®, Series 66
Beaverton, OR
Defined Wealth Management, LLC
Christopher Hatfield is a CFP® with 15 years of industry experience, currently serving at Defined Wealth Management, LLC since 2020. Prior to this, he worked at True Private Wealth Advisors, LLC for seven years. He is a board member of the South Portland Business Association, participating in monthly meetings as a volunteer. Defined Wealth Management serves individuals, families, trusts, retirement plans, and institutional clients with discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection. The firm combines passive and active management strategies, employing various analytical methods and tactical asset allocation, and offers both traditional and digital wealth management options.
Alix D
CFP®, Series 63, Series 66
Beaverton, OR
Defined Wealth Management, LLC
Alix Demartino is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Defined Wealth Management, LLC since 2021. Prior to joining Defined Wealth Management, she worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. Outside of her advisory role, she owns a residential painting business and provides financial services consulting through her own firm. Defined Wealth Management serves individual and high-net-worth clients, trusts, estates, retirement plan participants, and institutional clients, offering discretionary investment management, financial planning, and consulting services. The firm employs both passive and active investment strategies, combining Modern Portfolio Theory and tactical asset allocation with various analytical techniques to manage approximately $254 million in assets.
Joseph O
Series 63, Series 65
Beaverton, OR
Defined Wealth Management, LLC
Joseph Opsahl is a financial advisor at Defined Wealth Management, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Defined Wealth Management since 2020 and has prior experience with PURSHE KAPLAN STERLING INVESTMENTS, Inc. and TRUE Private Wealth Advisors, LLC. Defined Wealth Management serves individuals, families, trusts, retirement plans, and institutional clients, offering discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection. The firm combines passive and active management strategies using multiple analysis methods and offers a digital wealth management option through Betterment for Advisors.
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