Thistle Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,964,105
Total clients
11
73% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$1,633,100
About
Thistle Wealth LLC is a fee-only, registered investment adviser that provides discretionary investment management alongside comprehensive and project-based financial planning to individuals, high-net-worth clients, and family trusts. The firm works with a small client roster and delivers ongoing advice on retirement, estate, cash‑flow, tax‑aware investment analysis, and business planning matters.
The firm’s investment process draws on modern portfolio theory and employs a mix of passive and active strategies to construct asset-allocation targets and manage portfolios on a discretionary basis, with recommendations spanning stocks, bonds, mutual funds, ETFs and cash equivalents. Thistle Wealth coordinates with third‑party professionals for tax, legal, and insurance matters and offers targeted services such as employee benefits optimization and business‑owner exit planning as part of its financial planning work.
Distinctive operational features include a recent 2025 launch as a solo-registered adviser with a concentrated client base and the use of multiple custodial platforms — including a required institutional custodian for most accounts, TIAA for employer-sponsored plans, and a digital custodian for certain client relationships. The firm also evaluates and recommends real‑estate‑focused alternatives (including limited partnerships, private placements and DSTs), does not aggregate block trades, and emphasizes tailored, project‑based engagements, differentiating it from many peers.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
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
Main office location
Thistle Wealth
804 A Nw Buchanan Ave, Suite 37
Corvallis OR 97330, United States
Number of offices
2
Most active in
Thistle Wealth has reported serving >5 clients in these states in the last 12 months.
Oregon
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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