Financial advisors for retirees in Oregon

Which financial advisor should I talk to as a retiree in Oregon?

For retirees in Oregon, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® of Aegis Financial Advisory, Britton Wellington of Real Agency Wealth and Tracy Baron Garcia of TBG Investing.

How many fee-only financial advisors in Oregon work with retirees?

The Wellspent public graph lists 55 fee-only advisors for retirees in Oregon, at 28 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for retirees in Oregon charge?

The most common fee among fee-only advisors for retirees in Oregon is a percentage of assets, used by 91% of the 55 with fees on file. Many use more than one: 55% charge fixed fees and 53% 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.

See every fee-only advisor fee in Oregon

What credentials should a financial advisor for retirees have?

For retirees, look for the RICP, CFP and EA. In Oregon, 49% of the 55 advisors listed hold the CFP.

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 as a retiree in Oregon?

1. How much can I spend each year, and how will you adjust it?
2. How do you plan around RMDs and Medicare premiums?
3. How would you pay for long-term care if I needed it?
4. What happens if I can't manage this myself, or my spouse dies first?
5. How does Oregon tax each source of my retirement income?

How current is this list of fee-only advisors for retirees 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.