V
Vessel Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,011,220
Clients
36
28% 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
36
HighAverage account size
$889,201
About
Vessel Wealth Advisors provides ongoing portfolio management, financial planning, and pension consulting to individuals, high-net-worth individuals, and employer-sponsored plans, including 401(k) and profit-sharing plans. The firm operates as a single-advisor practice with a small client base (36 clients) and approximately $32 million in assets under management.
The firm’s investment process emphasizes Modern Portfolio Theory and individualized Investment Policy Statements, offering both discretionary and non-discretionary management and quarterly reporting through its chosen custody and technology platform. Portfolios may include mutual funds, ETFs (including managed futures ETFs), structured products, annuities, and other fixed income and equity instruments, and the firm requires trade instructions to be communicated by telephone.
Distinctive features include that the principal is a Certified Public Accountant and also a licensed insurance agent, which the firm discloses and manages as potential conflicts (it does not provide public accounting or tax-return services to advisory clients). Vessel Wealth’s service mix is atypical for a solo independent advisor in that it explicitly offers pension consulting (generally provided in a non-fiduciary ERISA consulting capacity unless otherwise agreed) and provides reduced or waived financial planning fees for advisory clients with larger asset levels.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Annuities
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed financial planning fees between $400 and $3,500, negotiable based on complexity and hours
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.65% annually $5,000,001+: 0.50% annually
Negotiable hourly rate of $200 for financial planning services
Altruist One program fee of 0.01% per month (0.12% annualized) of average daily balance; minimum $1.00 per month for accounts below $10,000
Fee-only: Portfolio management fees are negotiable; financial planning fixed fees between $400 and $3,500, negotiable; pension consulting fees typically 0.75% annually, negotiable
Main office location
Vessel Wealth Advisors LLC
Portland OR, United States
Number of offices
1
Most active in
Vessel Wealth Advisors 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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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