Christopher
Hatfield

Defined Wealth Management, LLC

CRD#5733146
Investment Advisor
in Beaverton, OR

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About this Advisor

Christopher Hatfield is a certified financial planner operating in Beaverton, Oregon with a total of 3 years of relevant experience. Hatfield is an employee of Defined Wealth Management, LLC. Hatfield has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America Na, True Private Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, Inc and Defined Wealth Management, LLC. Hatfield has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Oregon. Defined Wealth Management, LLC is an advisory firm headquartered in Beaverton, OR. It oversees $163 million in total assets across its 436 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm provides financial advice to 15 charities and foundations. Of its 436 accounts, 58% are associated with high-net-worth investors who have at least $1 million in assets. Defined Wealth Management, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely vary depending on which services are offered. Fees charged by Defined Wealth Management, LLC most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8625 Sw Cascade Ave., Suite 410
Beaverton, OR 97008

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Defined Wealth Management, LLC Brokerage Details

Total Assets Under Management

$162,510,318

OR Average: $1,120,203,312
Total Number of Employees

4

OR Average: 50
Total Number of Accounts

436

OR Average: 1,309
Average Account Size

$372,730

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Christopher Hatfield Work History

Christopher has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Defined Wealth Management, LLC

2013 - 2020 (7 years)

True Private Wealth Advisors, LLC

2013 - 2014 (1 year)

Purshe Kaplan Sterling Investments, Inc

2011 - 2013 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2013 (2 years)

Bank Of America Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Hatfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Defined Wealth Management, LLC

Alix Demartino
Beaverton, OR
Christopher Hatfield
Beaverton, OR
Joseph Opsahl
Beaverton, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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