Wellspring Financial Planning

Wellspring Financial Planning (CRD# 156220) is a financial advisory firm headquartered in Portland, OR. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wellspring Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Gayle E. Matson
CRD#: 2949380
833 Sw 11th Avenue, Suite 925, Portland, OR 97205

Gayle Matson (CRD# 2949380) is an Investment Advisor Representative working at Wellspring Financial Planning in Portland, OR and has over 19 years of experience in the finance industry. Gayle Matson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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