Defined Wealth Management, LLC

Updated today

Find your advisor

Client assets under management

$215,710,711

Clients

137

32% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,574,531

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

Financial planning Portfolio management

Expertise

Tax strategies for small businesses Options & derivatives strategies

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees for financial consultation services, negotiated per engagement

Percentage

0.30%-1.50% annually, structured as fixed flat percentage, tiered fee schedule, or linear breakpoint fee

Other

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 location

Defined Wealth Management, LLC

8625 Sw Cascade Ave., Suite 410

Beaverton OR 97008, United States

Number of offices

Most active in

California · Colorado · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is not 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.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 503-444-7895

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.

Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner

Alix D

CFP®, Series 63, Series 66

Beaverton, OR

Defined Wealth Management, LLC

Alix Demartino is a CFP® with 13 years of industry experience, currently serving at Defined Wealth Management, LLC since 2021. Prior to this, she worked at Cambridge Investment Research Advisors, Inc. and Lincoln Financial Advisors. Outside of her advisory role, she owns a residential painting business. Defined Wealth Management serves individuals, families, trusts, retirement plans, and institutional clients with discretionary investment management, financial planning, and consulting services. The firm employs a blend of passive and active investment strategies and offers both traditional and digital wealth management options.

Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner

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.

Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support