Ellen Johnson
Advisor at Thistle Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Ellen Johnson is a financial advisor at Thistle Wealth with a Series 65 designation and two years of industry experience. She previously worked at Clarity Wealth Development and has a background that includes roles outside of finance, such as at Integrated Food Engineering and Stahlbush Island. Thistle Wealth LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and family trusts. The firm offers discretionary investment management and comprehensive financial planning, employing a blend of passive and active strategies based on modern portfolio theory, and provides tailored services including retirement, estate, tax-aware investment analysis, and business planning.
Expertise
Based on Thistle Wealth
Real estate investing
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Up to $5,850 upfront fee for initial comprehensive financial plan; $5,850 fixed fee option for project-based financial planning
$0 - $1,000,000: 0.98% $1,000,001 - $3,000,000: 0.93% $3,000,001 - $5,000,000: 0.83% $5,000,001 - $10,000,000: 0.68% $10,000,001+: 0.48%
$390 per hour for project-based financial planning
Account minimum: $500,000 minimum (may be reduced or waived at advisor's discretion) Fee-only: Fee-only advisory firm, no commissions or other sales-related compensation
Location
804 A Nw Buchanan Ave, Suite 37
Corvallis, OR 97330
Most active in
Ellen J has reported serving >5 clients in these states in the last 12 months.
Oregon
Work history
Thistle Wealth LLC
2025 - Present (1 year)
Clarity Wealth Development, LLC
2023 - 2025 (2 years)
Integrated Food Engineering
2021 - 2023 (2 years)
Covert Engineers Inc.
2020 - 2021 (1 year)
Stahlbush Island
2018 - 2020 (2 years)
Covert Engineers Inc.
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Scott H
Series 65
Albany, OR
Aumakua Capital Management LLC
Jonathan L
CFA®
Albany, OR
Aumakua Capital Management LLC
Brian D
Series 63, Series 65
Corvallis, OR
Vantage Wealth Management LLC
Kekoa P
Series 66
Corvallis, OR
The Freyr Group
Eric C
CFP®, Series 66
Corvallis, OR
Vantage Wealth Management LLC
Brandon K
CFP®, Series 63, Series 66
Corvallis, OR
The Freyr Group
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