CFA financial advisors in Oregon
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Morgan Ranstrom Trailhead Planners, LLC, Portland Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Adam Cornwell North Ridge Wealth Advisors, Beaverton Holds the CFP and CFA. Fees on file: percentage of assets.
- Stacy Dervin Tailored Financial Planning, LLC, Eugene Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Lisa Mesquit Soaring Investment Management, LLC, Portland Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Nicholas Pihl Pihl Financial Planning, Milwaukie Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Kevin Sittner Sittner & Nelson, Eugene Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 36
- Firms
- 29
- Cities
- 10
- Hold the CFP
- 36%
- Other credentials: CFA 100% · CPA 3% · ChFC 3%
- How they charge (of 36 with fees on file): percentage of assets 97% · hourly 64% · fixed fees 53% · one-time planning fee 6%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
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.
All 36 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Adam Cornwell | North Ridge Wealth Advisors | Beaverton | CFA, CFP | Percentage of assets |
| Grant Bledsoe | Three Oaks Wealth | Lake Oswego | AIF, CEPA, CFA, CFP | Percentage of assets, Hourly |
| Morgan Ranstrom | Trailhead Planners, LLC | Portland | CEPA, CFA, CFP, RLP | Percentage of assets, Hourly |
| Eric Imley | Soaring Investment Management, LLC | Portland | CFP, MFA, CKA, CFA | Percentage of assets, Hourly |
| Lisa Mesquit | Soaring Investment Management, LLC | Portland | CFA, CFP, ChFC | Percentage of assets, Hourly |
| Stacy Dervin | Tailored Financial Planning, LLC | Eugene | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Nicholas Pihl | Pihl Financial Planning | Milwaukie | CFA, CFP | Percentage of assets, Fixed fees |
| Pradeep Tempalli | Allium Financial Advisors | Lake Oswego | CFP, CFA | Percentage of assets, Hourly |
| Jan Schalkwijk | JPS Global Investments | West Linn | CFA | Hourly, One-time planning fee |
| Andrew Gladhill | Human Investing | Lake Oswego | CFA | Percentage of assets |
| Jordan Fee | Allium Financial Advisors | Lake Oswego | CFA | Percentage of assets, Hourly |
| Nicholas Blankl | Consilium Wealth Advisory | West Linn | CFA | Percentage of assets, Fixed fees |
| Kelly McDermott | Serene Point Advisors | Lake Oswego | CFA | Percentage of assets, Hourly |
| Peter De Graff | Taurus Capital Advisors | Lake Oswego | CFA, CFP, MBA | Percentage of assets, Hourly |
| Philip Bagdade | Blue River Capital Management | Portland | CFA | Percentage of assets |
| Shannon Jones | JGP Wealth Management | Bend | CFP, CFA | Percentage of assets, Hourly |
| David Hofer | Brightwood Ventures | Tigard | CFA | Percentage of assets, Hourly |
| Erik Daley | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Rebecca Dobson | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Scott Cameron | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| William Nolan | Greenbridge Investment Management | Lake Oswego | CFA | Percentage of assets, Hourly |
| Katia Prochovnic | JGP Wealth Management | Portland | CFA | Percentage of assets, Hourly |
| Michael Patterson | Mengis Capital Management | Portland | CFA | Percentage of assets, Hourly |
| Kevin Sittner | Sittner & Nelson | Eugene | CFP, CFA | Percentage of assets, Hourly |
| Mark Higgins | Index Fund Advisors | Portland | CFP, CFA | Percentage of assets, Fixed fees |
| Micah Child | Sound Investment Management | Tualatin | CFP, CFA | Percentage of assets |
| Benjamin Mahon | Aerodigm Wealth | Lake Oswego | CFA | Percentage of assets, Hourly |
| Donald Mattersdorff | D. Mattersdorff | Lake Oswego | CFA | Percentage of assets, Hourly |
| George Myers | Phillips and Company Advisors | Portland | CFA | Percentage of assets, Fixed fees |
| Jeffrey Schmidt | Vision Capital Management | Portland | CFA | Percentage of assets |
| John LaBarca | Vision Capital Management | Portland | CFA | Percentage of assets |
| Marina Johnson | Vision Capital Management | Portland | CFA | Percentage of assets |
| Michael Stalker | MCS Family Wealth Advisors | Bend | CFA | Percentage of assets, Hourly |
| Sean Ealy | Welch Investment Group | Grants Pass | CFA | Percentage of assets |
| Todd Meier | BOZ & Company | Lake Oswego | CFA | Percentage of assets, Hourly |
| Wayne Lottinville | Cascadia Investment Consultants | Eugene | CFA | Percentage of assets, Hourly |
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