Birch Elliott Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$62,745,215
Clients
67
40% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$936,496
About
Birch Elliott Financial provides discretionary investment management and comprehensive financial planning primarily to individual clients and families (non‑high‑net‑worth), generally working with households that meet a $150,000 account minimum. Services include tailored portfolio management using ETFs, mutual funds and fixed‑income securities, plus written financial plans and follow‑up implementation support.
The firm emphasizes passive portfolio construction—building low‑cost, index‑based portfolios guided by client investment policy statements—while avoiding derivatives (options, futures, commodities) and market timing. Management is discretionary, focused on tax efficiency and low turnover, and clients may impose reasonable investment restrictions; financial plans are monitored and reviewed on an ongoing basis.
The firm’s principal holds the CFP® credential, and Birch Elliott packages ongoing financial planning as a defined six‑month engagement with written deliverables, monitoring and an annual plan review. Compared with many solo independent advisers, the firm does not aggregate trades into block orders, limits its custody role to fee withdrawal, and leaves proxy voting responsibility to clients.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Retirement income strategy
Cash flow / budgeting
Fee options
Ongoing Financial Planning upfront fee $1,500 to $4,000, based on complexity and needs
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,000 - $1,000,000: 0.80% $1,000,001+: 0.70%
$250/hour for ongoing financial planning
Account minimum: $150,000.00
Main office location
Birch Elliott Financial, LLC
Portland OR, United States
Number of offices
1
Most active in
Birch Elliott Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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