Somerset Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Somerset Wealth Management provides discretionary portfolio management and investment advisory services to individual and high‑net‑worth clients, typically requiring a minimum account size. The firm also makes available annuities, private placements, and access to third‑party money managers as part of its service offering.
Investment decisions are implemented using institutional‑style managers combined with a subscription market‑indication program and a tactical asset‑allocation approach; an investment policy statement is prepared for each client and accounts are monitored on an ongoing basis, primarily under discretionary authority. The firm evaluates mutual funds, ETFs, exchange‑listed and OTC securities, annuities and other marketable instruments when constructing and rebalancing portfolios.
The firm’s structure is notable for affiliations with both a broker‑dealer and an insurance agency, an arrangement that is uncommon among peers and results in advisors who may be dually registered and receive commission‑based compensation in addition to asset‑based advisory fees; these relationships and potential conflicts are disclosed and governed by the firm’s policies and Code of Ethics. The adviser’s involvement in secondary‑market annuities and factored structured‑settlement activity, together with its relatively modest asset base, are additional distinguishing characteristics prospective clients may consider.
Client services
Expertise
Occupation focus
Fee options
$100,000.00 - $249,999.00: 2.50% $250,000.00 - $499,999.00: 2.25% $500,000.00 - $749,999.00: 2.00% $750,000.00 - $999,999.00: 1.75% $1,000,000.00 - $10,000,000.00: 1.50%
Commission-based compensation earned separately by registered representatives for securities and insurance products.
Account minimum: $100,000.00
Main office
4600 S Kelly Avenue
Portland OR 97239
Advisors at this office
2
Most active in
California · Oregon · Wyoming
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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
Advisors at this firm
Brian H
Series 63, Series 65
Portland, OR
Somerset Wealth Management, LLC
Brian Hamlin is a financial advisor with Somerset Wealth Management, LLC in Portland, OR, holding Series 63 and Series 65 licenses and with three years of industry experience. He has worked at various related firms including Somerset Securities and Somerset Wealth Strategies since 2022. Outside of advisory roles, he contributes to AnnuityFYI.com, a resource providing free annuity information online. Somerset Wealth Management offers discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm uses institutional-style managers, a tactical asset-allocation approach, and provides access to annuities, private placements, and third-party money managers.
Thomas H
Series 63, Series 65
Portland, OR
Somerset Wealth Management, LLC
Thomas Hamlin is the founder and CEO of Somerset Wealth Management, LLC in Portland, OR, with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved with multiple Somerset-related entities since 2008, including roles in consulting and insurance services. Outside of his advisory work, Hamlin leads Somerset Charitable, a nonprofit group that distributes grants to various charities. Somerset Wealth Management provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs a tactical asset-allocation approach using institutional-style managers and offers access to annuities, private placements, and third-party money managers.
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