# Financial advisors for executives in Oregon > For executives in Oregon, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Alex Krider of Avier Wealth Advisors, Christopher Winn of Interactive Wealth Advisors and David Anderson of Human Investing. Page: https://find.wellspent.co/audiences/executives/oregon/ 38 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Oregon? For executives in Oregon, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Alex Krider of Avier Wealth Advisors, Christopher Winn of Interactive Wealth Advisors and David Anderson of Human Investing. - [Alex Krider](https://find.wellspent.co/advisors/alex-krider/), Avier Wealth Advisors, Lake Oswego. Holds the CFP and EA. Fees on file: percentage of assets. - [Christopher Winn](https://find.wellspent.co/advisors/christopher-winn/), Interactive Wealth Advisors, Portland. Holds the CFP. Fees on file: percentage of assets. - [David Anderson](https://find.wellspent.co/advisors/david-anderson-6721929/), Human Investing, Lake Oswego. Holds the CFP. Fees on file: percentage of assets. - [Elijah Lyons](https://find.wellspent.co/advisors/elijah-lyons/), Lookahead Wealth, West Linn. Holds the CFP. Fees on file: percentage of assets. - [Jacob Becker](https://find.wellspent.co/advisors/jacob-becker/), Portland Private Wealth Management, Portland. Holds the CFP. Fees on file: percentage of assets, hourly. - [Stephen Andrusko](https://find.wellspent.co/advisors/stephen-andrusko/), Integrated Capital Planning, Bend. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Oregon work with executives? The Wellspent public graph lists 38 fee-only advisors for executives in Oregon, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Oregon located? Of the 38 fee-only advisors for executives in Oregon, 18 are in Lake Oswego, followed by 8 in Bend and 4 in Portland. ## How do fee-only advisors for executives in Oregon charge? The most common fee among fee-only advisors for executives in Oregon is a percentage of assets, used by 100% of the 38 with fees on file. Many use more than one: 32% charge by the hour and 26% charge fixed fees. ## How much do fee-only financial advisors charge in Oregon? Fee-only financial advisors in Oregon charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 17 Oregon firms. ## How much does a one-time financial plan cost in Oregon? A one-time financial plan from a fee-only firm in Oregon has a median price of $2,500. We found this across the published prices of 21 Oregon firms. ## What credentials should a financial advisor for executives have? For executives, look for the CFA, CFP and EA. In Oregon, 32% of the 38 advisors listed hold the CFP. - CFA (3% of advisors listed): The CFA helps with concentrated stock. - CFP (32% of advisors listed): The CFP keeps compensation in the wider plan. - EA (3% of advisors listed): Enrolled agents add tax depth. ## How do Oregon advisors for executives compare with the rest of the US? 26% of fee-only advisors for executives in Oregon charge fixed fees, compared with 54% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Oregon tax income on top of federal tax? Yes. Oregon has a state income tax, so a financial plan for a Oregon resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Oregon? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Oregon can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Oregon? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for Oregon tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in Oregon? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Robert Costello](https://find.wellspent.co/advisors/robert-costello.md) | Costello Financial Planning | Bend, Oregon | CFP | Percentage of assets, Fixed fees | | [Alex Krider](https://find.wellspent.co/advisors/alex-krider.md) | Avier Wealth Advisors | Lake Oswego, Oregon | CFP, EA, MBA | Percentage of assets | | [Jason Gong](https://find.wellspent.co/advisors/jason-gong.md) | Lifelong Wealth Management Group | Lake Oswego, Oregon | CFP, ChFC | Percentage of assets | | [Gregory Fowler](https://find.wellspent.co/advisors/gregory-fowler.md) | Integrated Capital Planning | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Andrusko](https://find.wellspent.co/advisors/stephen-andrusko.md) | Integrated Capital Planning | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Winn](https://find.wellspent.co/advisors/christopher-winn.md) | Interactive Wealth Advisors | Portland, Oregon | CFP | Percentage of assets | | [David Anderson](https://find.wellspent.co/advisors/david-anderson-6721929.md) | Human Investing | Lake Oswego, Oregon | CFP | Percentage of assets | | [Elijah Lyons](https://find.wellspent.co/advisors/elijah-lyons.md) | Lookahead Wealth | West Linn, Oregon | CFP | Percentage of assets | | [Erica Nortman](https://find.wellspent.co/advisors/erica-nortman.md) | Capitol Family Office | Beaverton, Oregon | | Percentage of assets | | [Erik Miller](https://find.wellspent.co/advisors/erik-miller-1835810.md) | Interactive Wealth Advisors | Portland, Oregon | CFP | Percentage of assets | | [Marc Kadomatsu](https://find.wellspent.co/advisors/marc-kadomatsu.md) | Human Investing | Lake Oswego, Oregon | CFP, ChFC | Percentage of assets | | [Mark Nortman](https://find.wellspent.co/advisors/mark-nortman.md) | Capitol Family Office | Beaverton, Oregon | | Percentage of assets | | [William Kellar](https://find.wellspent.co/advisors/william-kellar.md) | Human Investing | Lake Oswego, Oregon | CFP | Percentage of assets | | [Jacob Becker](https://find.wellspent.co/advisors/jacob-becker.md) | Portland Private Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Performance-based fees | | [Andrew Gladhill](https://find.wellspent.co/advisors/andrew-gladhill.md) | Human Investing | Lake Oswego, Oregon | CFA | Percentage of assets | | [Goran Ognjenovic](https://find.wellspent.co/advisors/goran-ognjenovic.md) | Independent Investment Advisors | Hillsboro, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Michael McCabe](https://find.wellspent.co/advisors/michael-mccabe.md) | Kera Capital | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Amanda Earlywine](https://find.wellspent.co/advisors/amanda-earlywine.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Andrew Nelson](https://find.wellspent.co/advisors/andrew-nelson.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Austin Pearce](https://find.wellspent.co/advisors/austin-pearce.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Cole Thomas](https://find.wellspent.co/advisors/cole-thomas.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Cort Morris](https://find.wellspent.co/advisors/cort-morris.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Daniel Evans](https://find.wellspent.co/advisors/daniel-evans-2558673.md) | StrategyCap | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Drayton Carlberg](https://find.wellspent.co/advisors/drayton-carlberg.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Holly Huddleson](https://find.wellspent.co/advisors/holly-huddleson.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Jared Pearson](https://find.wellspent.co/advisors/jared-pearson.md) | StrategyCap | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Maria Bell](https://find.wellspent.co/advisors/maria-bell.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Maximillian Morgan](https://find.wellspent.co/advisors/maximillian-morgan.md) | Lookahead Wealth | West Linn, Oregon | | Percentage of assets | | [Mitchell Chilcott](https://find.wellspent.co/advisors/mitchell-chilcott.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Nicole Lindblom](https://find.wellspent.co/advisors/nicole-lindblom.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Rebecca Rohleder](https://find.wellspent.co/advisors/rebecca-rohleder.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Robin Donovan](https://find.wellspent.co/advisors/robin-donovan.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Farrell Griswold](https://find.wellspent.co/advisors/farrell-griswold.md) | Aspire Wealth Advisors | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jason McMillen](https://find.wellspent.co/advisors/jason-mcmillen.md) | Portland Private Wealth Management | Bend, Oregon | | Percentage of assets, Hourly, Performance-based fees | | [Kibwe Cuffie](https://find.wellspent.co/advisors/kibwe-cuffie.md) | Portland Private Wealth Management | Portland, Oregon | | Percentage of assets, Hourly, Performance-based fees | | [Victor Schramm](https://find.wellspent.co/advisors/victor-schramm.md) | Chaim Investment Advisors | Eugene, Oregon | | Percentage of assets, Hourly | | [Nathan Schorsch](https://find.wellspent.co/advisors/nathan-schorsch.md) | Head to Toe | Hillsboro, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Cameron Hunt](https://find.wellspent.co/advisors/cameron-hunt.md) | Alpha Zero | Wilsonville, Oregon | | Percentage of assets, Fixed fees, Performance-based fees | ## Related - [Retirement planning in Oregon](https://find.wellspent.co/specialties/retirement-planning/oregon.md) - [Estate planning in Oregon](https://find.wellspent.co/specialties/estate-planning/oregon.md) - [Tax planning in Oregon](https://find.wellspent.co/specialties/tax-planning/oregon.md) - [Pre-retirees in Oregon](https://find.wellspent.co/audiences/pre-retirees/oregon.md) - [Small business owners in Oregon](https://find.wellspent.co/specialties/small-business-owners/oregon.md) - [Retirees in Oregon](https://find.wellspent.co/audiences/retirees/oregon.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).