# CFA financial advisors in Oregon > In Oregon, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Adam Cornwell of North Ridge Wealth Advisors and Stacy Dervin of Tailored Financial Planning, LLC. Page: https://find.wellspent.co/by/cfa-financial-advisors/oregon/ 36 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who hold the CFA in Oregon? In Oregon, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Adam Cornwell of North Ridge Wealth Advisors and Stacy Dervin of Tailored Financial Planning, LLC. ## How many fee-only advisors who hold the CFA in Oregon are there? The Wellspent public graph lists 36 fee-only advisors who hold the CFA in Oregon, at 29 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who hold the CFA in Oregon located? Of the 36 fee-only advisors who hold the CFA in Oregon, 14 are in Portland, followed by 10 in Lake Oswego and 3 in Eugene. ## How do fee-only advisors who hold the CFA in Oregon charge? The most common fee among fee-only advisors who hold the CFA in Oregon is a percentage of assets, used by 97% of the 36 with fees on file. Many use more than one: 64% charge by the hour and 53% charge fixed fees. ## How many fee-only advisors who hold the CFA in Oregon hold the CFP? 36% of the 36 fee-only advisors who hold the CFA in Oregon hold the CFP certification, based on the credentials listed on each record. ## 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. ## How does Wellspent decide who counts as fee-only advisors who hold the CFA? We count an advisor here when their record lists the CFA. ## What should I ask fee-only advisors who hold the CFA in Oregon? Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge? ## How current is this list of fee-only advisors who hold the CFA 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 | |---|---|---|---|---| | [Adam Cornwell](https://find.wellspent.co/advisors/adam-cornwell.md) | North Ridge Wealth Advisors | Beaverton, Oregon | CFA, CFP | Percentage of assets | | [Grant Bledsoe](https://find.wellspent.co/advisors/grant-bledsoe.md) | Three Oaks Wealth | Lake Oswego, Oregon | AIF, CEPA, CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Morgan Ranstrom](https://find.wellspent.co/advisors/morgan-ranstrom.md) | Trailhead Planners, LLC | Portland, Oregon | CEPA, CFA, CFP, RLP, CPA, MBT, MBA | Percentage of assets, Hourly, Fixed fees | | [Eric Imley](https://find.wellspent.co/advisors/eric-imley.md) | Soaring Investment Management, LLC | Portland, Oregon | CFP, MFA, CKA, CFA | Percentage of assets, Hourly | | [Lisa Mesquit](https://find.wellspent.co/advisors/lisa-mesquit.md) | Soaring Investment Management, LLC | Portland, Oregon | CFA, CFP, ChFC | Percentage of assets, Hourly | | [Stacy Dervin](https://find.wellspent.co/advisors/stacy-dervin.md) | Tailored Financial Planning, LLC | Eugene, Oregon | CFP, CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Nicholas Pihl](https://find.wellspent.co/advisors/nicholas-pihl.md) | Pihl Financial Planning | Milwaukie, Oregon | CFA, CFP | Percentage of assets, Fixed fees | | [Pradeep Tempalli](https://find.wellspent.co/advisors/pradeep-tempalli.md) | Allium Financial Advisors | Lake Oswego, Oregon | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jan Schalkwijk](https://find.wellspent.co/advisors/jan-schalkwijk.md) | JPS Global Investments | West Linn, Oregon | CFA | Hourly, One-time planning fee | | [Andrew Gladhill](https://find.wellspent.co/advisors/andrew-gladhill.md) | Human Investing | Lake Oswego, Oregon | CFA | Percentage of assets | | [Jordan Fee](https://find.wellspent.co/advisors/jordan-fee.md) | Allium Financial Advisors | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Nicholas Blankl](https://find.wellspent.co/advisors/nicholas-blankl.md) | Consilium Wealth Advisory | West Linn, Oregon | CFA | Percentage of assets, Fixed fees | | [Kelly McDermott](https://find.wellspent.co/advisors/kelly-mcdermott.md) | Serene Point Advisors | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Peter De Graff](https://find.wellspent.co/advisors/peter-de-graff.md) | Taurus Capital Advisors | Lake Oswego, Oregon | CFA, CFP, MBA | Percentage of assets, Hourly | | [Philip Bagdade](https://find.wellspent.co/advisors/philip-bagdade.md) | Blue River Capital Management | Portland, Oregon | CFA | Percentage of assets | | [Shannon Jones](https://find.wellspent.co/advisors/shannon-jones.md) | JGP Wealth Management | Bend, Oregon | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [David Hofer](https://find.wellspent.co/advisors/david-hofer.md) | Brightwood Ventures | Tigard, Oregon | CFA | Percentage of assets, Hourly | | [Erik Daley](https://find.wellspent.co/advisors/erik-daley.md) | Multnomah Group | Portland, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Rebecca Dobson](https://find.wellspent.co/advisors/rebecca-dobson.md) | Multnomah Group | Portland, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Scott Cameron](https://find.wellspent.co/advisors/scott-cameron.md) | Multnomah Group | Portland, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [William Nolan](https://find.wellspent.co/advisors/william-nolan.md) | Greenbridge Investment Management | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Katia Prochovnic](https://find.wellspent.co/advisors/katia-prochovnic.md) | JGP Wealth Management | Portland, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Michael Patterson](https://find.wellspent.co/advisors/michael-patterson.md) | Mengis Capital Management | Portland, Oregon | CFA | Percentage of assets, Hourly | | [Kevin Sittner](https://find.wellspent.co/advisors/kevin-sittner.md) | Sittner & Nelson | Eugene, Oregon | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Mark Higgins](https://find.wellspent.co/advisors/mark-higgins.md) | Index Fund Advisors | Portland, Oregon | CFP, CFA | Percentage of assets, Fixed fees | | [Micah Child](https://find.wellspent.co/advisors/micah-child.md) | Sound Investment Management | Tualatin, Oregon | CFP, CFA | Percentage of assets | | [Benjamin Mahon](https://find.wellspent.co/advisors/benjamin-mahon.md) | Aerodigm Wealth | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Donald Mattersdorff](https://find.wellspent.co/advisors/donald-mattersdorff.md) | D. Mattersdorff | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly | | [George Myers](https://find.wellspent.co/advisors/george-myers.md) | Phillips and Company Advisors | Portland, Oregon | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Jeffrey Schmidt](https://find.wellspent.co/advisors/jeffrey-schmidt.md) | Vision Capital Management | Portland, Oregon | CFA | Percentage of assets | | [John LaBarca](https://find.wellspent.co/advisors/john-labarca.md) | Vision Capital Management | Portland, Oregon | CFA | Percentage of assets | | [Marina Johnson](https://find.wellspent.co/advisors/marina-johnson.md) | Vision Capital Management | Portland, Oregon | CFA | Percentage of assets | | [Michael Stalker](https://find.wellspent.co/advisors/michael-stalker.md) | MCS Family Wealth Advisors | Bend, Oregon | CFA | Percentage of assets, Hourly | | [Sean Ealy](https://find.wellspent.co/advisors/sean-ealy.md) | Welch Investment Group | Grants Pass, Oregon | CFA | Percentage of assets | | [Todd Meier](https://find.wellspent.co/advisors/todd-meier.md) | BOZ & Company | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Wayne Lottinville](https://find.wellspent.co/advisors/wayne-lottinville.md) | Cascadia Investment Consultants | Eugene, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | ## 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).