Fee-only adviser · Eugene, OR
Go Wealth Management
Go Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Eugene, Oregon. On its latest Form ADV, filed February 25, 2026, it reports $208M in regulatory assets under management, 457 individual clients and 9 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 290254 · SEC file 801-123534 |
| Office | 4710 Village Plaze Loop Suite 240 Eugene, OR 97401 |
| Phone | (541) 338-7631 |
| Website | www.pacificcrestwealth.com |
| Regulatory assets under management | $208M ($208M discretionary) |
| Individual clients | 415 non-high-net-worth, 42 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Eugene
- Sittner & Nelson, LLC $1.0B
- Integrity Wealth LLC $305M
- Syman-Degler Group, LLC $60M
- Insight Investment Solutions $35M
- Whitewater Wealth $68M
- Cascadia Investment Consultants $13M
See all 12 fee-only advisers in Eugene →
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