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- Custodian
- Charles Schwab & Company · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-04-2025
- Office Locations
- 1
Office Locations
About Thistle Wealth
Thistle Wealth is an independent, fee-only fiduciary in Corvallis, OR providing comprehensive financial planning and wealth management for retirees and those navigating major life changes—retirement decisions, inheritances, estate/legacy planning, and finances after loss. The firm emphasizes research-based, resilient strategies and clear guidance, with planning supported by Schwab custody and tools like RightCapital; founder Ellen Johnson brings an engineering background and a hands-on, empathetic approach.
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Owner & Executives
ELLEN SUZANNE JOHNSON
Chief Compliance Officer, Owner
- CRD
- #7813998
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,773,510 | -- |
| Non-Discretionary | $1,190,595 | -- |
| Total | $17,964,105 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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