Orchid Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,300,000
Clients
1
0% 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
1
Very LowAverage account size
$1,300,000
About
Orchid Wealth Management is a registered investment adviser that provides customized financial planning and portfolio management to individuals, businesses and retirement-plan sponsors. The firm also offers educational workshops and retirement-plan consulting and reports approximately $1.3 million in client assets under management.
The firm’s investment approach is grounded in Modern Portfolio Theory and fundamental analysis, using diversified allocations primarily via mutual funds and ETFs and, when appropriate, individual equities, fixed income and listed REITs. Portfolios are managed on a nondiscretionary basis with written investment guidelines and routine reviews, so client approval is required before trades are executed.
Noteworthy distinctions include that the firm’s principal maintains an active real estate brokerage practice and may receive commissions or referral fees on property transactions (an activity the brochure indicates consumes about 10% of professional time), with advance disclosure of any related conflicts. The firm’s provision of retirement-plan advisory services to plan sponsors and its emphasis on nondiscretionary management are also less common features among similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Cash flow / budgeting
Debt management
General retirement planning
Divorce financial planning
Fee options
$0 - $249,999: 1.00% (100 basis points) $250,000 - $499,999: 0.95% (95 basis points) $500,000 - $999,999: 0.90% (90 basis points) $1,000,000 - $2,999,999: 0.85% (85 basis points) $3,000,000 - $4,999,999: 0.80% (80 basis points) $5,000,000+: 0.75% (75 basis points)
$250 per hour, billed in 15-minute increments for limited planning components
Minimum fee: $500 to $10,000 fixed fee for broad-based financial planning Fee-only: Yes, fee-only compensation with no commissions or markups on securities
Main office location
Orchid Wealth Management
Portland OR, United States
Number of offices
1
Most active in
Orchid Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
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.
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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
© 2026 Warmer Holdings Inc. ("Warmer")