Erlandson Wealth Management
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About
Erlandson Wealth Management serves individual and high net worth clients and provides wrap-fee asset management alongside financial planning and college planning services using MoneyGuidePro and College Aid Pro. The firm is a small advisory team with two advisors serving 139 clients and offers individualized planning and consulting in areas such as retirement, estate, and education planning.
The firm offers asset management only through a wrap-fee program and typically manages accounts on a non-discretionary basis; it reported $0 in discretionary assets and $67,660,000 in non-discretionary assets as of December 31, 2025. Investment implementation emphasizes asset allocation, use of ETFs and mutual funds, and a mix of long- and short-term purchase strategies while maintaining cash in conservative instruments for fee processing and liquidity.
What is noteworthy about the firm compared to peers is its role as a wrap-fee program sponsor while operating primarily with non-discretionary authority—both features that are uncommon among similarly supported firms. Additional operational features include software-based financial planning deliverables, a waiver of the standalone planning fee if clients move into managed accounts, and a stated practice of not accepting proxy voting authority for client securities.
Client services
Expertise
Fee options
$400 flat fee for initial financial plan; $400 upfront fee for College Aid Pro service
$200/hour for financial planning and consulting exceeding 4 hours; $200/hour for College Aid Pro consultations exceeding 4 hours
Fee-only: $400 for initial financial plan (waived if client proceeds to asset management), $200/hour for additional consultation beyond initial 4 hours, max $3,500 total for financial planning and consulting; $400 upfront fee for College Aid Pro, $200/hour for consultations exceeding 4 hours
Main office
14780 SW Osprey Drive, Suite 320
Beaverton OR 97007
Advisors at this office
2
Most active in
Oregon · Washington
Also doing business as
Erlandson Wealth Management · Erlandson Wealth Management, LLC · Ewm, 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 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.
Forms ADV
Quick links
Advisors at this firm
David E
CFP®, Series 63, Series 65
Beaverton, OR
Erlandson Wealth Management
David Erlandson is a CFP® professional with 16 years of experience in financial advising. He has been with Erlandson Wealth Management since 2011 and has longstanding roles at IDS Life Insurance Company and Nike International. Erlandson Wealth Management serves individual and high-net-worth clients through a wrap-fee program, offering investment management alongside financial and college planning services. The firm employs a non-discretionary approach focused on asset allocation across mutual funds and ETFs, combining fundamental and cyclical analysis with both long- and short-term trading strategies.
Patrick S
Series 65
Beaverton, OR
Erlandson Wealth Management
Patrick Steers is a financial advisor at Erlandson Wealth Management in Beaverton, OR, holding a Series 65 designation with 10 years of industry experience. He has been with Erlandson Wealth Management since 2013. Erlandson Wealth Management serves individual and high-net-worth clients, offering investment management through a wrap-fee program alongside financial and college planning services. The firm emphasizes asset allocation using mutual funds and ETFs, employs fundamental and cyclical analysis, and manages accounts on a non-discretionary basis, allowing clients to retain decision authority.
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