Financial advisors for people close to retirement in Oregon
Which financial advisor should I talk to if you're close to retirement in Oregon?
For people close to retirement in Oregon, talk to a fee-only planner five to ten years before you stop working, while there's still time to change things. Look for someone who tests your retirement date and shows you what would have to be true for it to work. Records to start with include Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® of Aegis Financial Advisory, Britton Wellington of Real Agency Wealth and Stefanie Pickard of Old Growth Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® Aegis Financial Advisory, Lake Oswego Holds the CFP, RICP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Britton Wellington Real Agency Wealth, Beaverton Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Stefanie Pickard Old Growth Financial, Portland Holds the CFP and EA. Fees on file: flat fee or retainer, one-time planning fee.
- Andrew Gray Gray Wealth Strategies, Bend Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Nathaniel Baim Pursuit Planning and Investments, LLC, Beaverton Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Elijah Lyons Lookahead Wealth, West Linn Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Oregon work with people close to retirement?
The Wellspent public graph lists 57 fee-only advisors for people close to retirement in Oregon, at 29 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for people close to retirement in Oregon located?
Of the 57 fee-only advisors for people close to retirement in Oregon, 17 are in Portland, followed by 7 in Eugene and 6 in Bend.
Plus 19 in other cities.
How do fee-only advisors for people close to retirement in Oregon charge?
The most common fee among fee-only advisors for people close to retirement in Oregon is a percentage of assets, used by 88% of the 57 with fees on file. Many use more than one: 58% charge fixed fees and 40% charge by the hour.
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 people close to retirement have?
For people close to retirement, look for the CFP, RICP and EA. In Oregon, 53% of the 57 advisors listed hold the CFP.
- CFP53% in Oregon
- The CFP covers the whole transition.
- RICP2% in Oregon
- The RICP focuses on turning savings into income.
- EA5% in Oregon
- Enrolled agents help with the low-tax years before Social Security.
How do Oregon advisors for people close to retirement compare with the rest of the US?
58% of fee-only advisors for people close to retirement in Oregon charge fixed fees, compared with 40% of the 2,969 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Oregon. Light bars are all US advisors for people close to retirement.
Does Oregon tax Social Security?
No. Oregon doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor if you're close to retirement in Oregon?
- Can I retire when I want to, and what would change your answer?
- How should my investments change in the years before I stop working?
- How do I cover health insurance before Medicare?
- What should I do with my 401(k) when I leave?
- How does Oregon tax each source of my retirement income?
How current is this list of fee-only advisors for people close to retirement 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.
All 57 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Garrett Dresen | Harbor Horizon Financial | Wilsonville | CFP | Percentage of assets, Flat fee or retainer |
| Robert Costello | Costello Financial Planning | Bend | CFP | Percentage of assets, Fixed fees |
| Tracy Baron Garcia | TBG Investing | Lake Oswego | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Adam Cornwell | North Ridge Wealth Advisors | Beaverton | CFA, CFP | Percentage of assets |
| Andrea Vedder | Iambic Financial | Portland | CFP | Percentage of assets, Hourly |
| Andrew Gray | Gray Wealth Strategies | Bend | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Britton Wellington | Real Agency Wealth | Beaverton | CFP, EA | Percentage of assets, Ongoing planning fee |
| Ryan McClung | Crossroads Wealth Planning | Lake Oswego | CEPA, CFP, CPA | Hourly, One-time planning fee |
| Nathaniel Baim | Pursuit Planning and Investments, LLC | Beaverton | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Brenna Baucum | Collective Wealth Planning, LLC | Salem | CFP | Hourly, Ongoing planning fee |
| Brenna Jensen-Baucum | Collective Wealth Planning | Salem | CFP | Hourly, Ongoing planning fee |
| Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® | Aegis Financial Advisory | Lake Oswego | CFP, ChFC, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| Stefanie Pickard | Old Growth Financial | Portland | CFP, EA | Flat fee or retainer, One-time planning fee |
| Nicholas Pihl | Pihl Financial Planning | Milwaukie | CFA, CFP | Percentage of assets, Fixed fees |
| Jason Gong | Lifelong Wealth Management Group | Lake Oswego | CFP, ChFC | Percentage of assets |
| Charles Blozinski | Integrity Wealth Management | Brookings | CFP | Percentage of assets, Fixed fees |
| Christopher Pawlowski | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Elijah Lyons | Lookahead Wealth | West Linn | CFP | Percentage of assets |
| Ellen Johnson | Thistle Wealth | Corvallis | Not listed | Percentage of assets |
| Jesse Coffee | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Locke Bielefeldt | Willamette Wealth Partners | Eugene | CFP | Percentage of assets |
| Matthew Mathiesen | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Nancy Congdon | Blue Water Wealth | Portland | CFP | Percentage of assets, Fixed fees |
| Scott Abrahamson | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Scott Sanders | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Zachary Guffy | Blue Anchor Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
| Edgar Heissler | Heissler Financial | Gresham | CFP, ChFC | Percentage of assets |
| Emily Zinn | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Jake Larson | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Melinda Agosta | Farnam Financial | Molalla | Not listed | Percentage of assets |
| Nelson Rutherford | Multnomah Group | Portland | CFP, PFS | Percentage of assets, Hourly |
| Timothy Slevin-Vegdahl | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Ashley Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| David Wilson | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Kombrink | Willamette Wealth Partners | Eugene | Not listed | Percentage of assets |
| Erik Daley | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Fiona Capell | Blue Anchor Wealth Advisors | Bend | Not listed | Percentage of assets, Hourly |
| Grant Finter | Axiom Wealth Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Jada Fouch | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Jadyn Kerns-Funk | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Jennifer Paterson | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Kristen Rajotte | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Kristine Stawinski | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Maximillian Morgan | Lookahead Wealth | West Linn | Not listed | Percentage of assets |
| Merlin Arbor | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Neal Richards | Axiom Wealth Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Rebecca Dobson | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Scott Cameron | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Teresa Hughes | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Todd Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
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