CFP financial advisors in Oregon
How do I find fee-only advisors who hold the CFP in Oregon?
In Oregon, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Craig Nelson of Red Sky Financial Planning, LLC and Stefanie Pickard of Old Growth Financial.
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.
- Craig Nelson Red Sky Financial Planning, LLC, Wilsonville Holds the CFP and CPA. Fees on file: flat fee or retainer, percentage of assets.
- Stefanie Pickard Old Growth Financial, Portland Holds the CFP and EA. Fees on file: flat fee or retainer, one-time planning fee.
- Brent Hamilton WBH Financial Services, LLC, Lake Oswego Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® Aegis Financial Advisory, Lake Oswego Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Adam Cornwell North Ridge Wealth Advisors, Beaverton Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 179
- Firms
- 127
- Cities
- 27
- Hold the CFP
- 100%
- Other credentials: CFA 7% · CPA 2% · EA 3%
- How they charge (of 177 with fees on file): percentage of assets 85% · hourly 58% · fixed fees 49% · ongoing planning fee 16%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Oregon are there?
The Wellspent public graph lists 179 fee-only advisors who hold the CFP in Oregon, at 127 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFP in Oregon located?
Of the 179 fee-only advisors who hold the CFP in Oregon, 61 are in Portland, followed by 28 in Lake Oswego and 24 in Bend.
How do fee-only advisors who hold the CFP in Oregon charge?
The most common fee among fee-only advisors who hold the CFP in Oregon is a percentage of assets, used by 85% of the 177 with fees on file. Many use more than one: 58% charge by the hour and 49% charge fixed fees.
How many fee-only advisors who hold the CFP in Oregon hold the CFP?
100% of the 179 fee-only advisors who hold the CFP 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 CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Oregon?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP 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 179 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Craig Nelson | Red Sky Financial Planning, LLC | Wilsonville | CFP, CPA | Flat fee or retainer, Percentage of assets |
| Garrett Dresen | Harbor Horizon Financial | Wilsonville | CFP | Percentage of assets, Flat fee or retainer |
| Harrison Hinz | First Pacific Financial | Portland | CFP | Percentage of assets |
| 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 |
| Grant Bledsoe | Three Oaks Wealth | Lake Oswego | AIF, CEPA, CFA, CFP | Percentage of assets, Hourly |
| Jonas Merrill | Pathlight Financial Planning | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Morgan Ranstrom | Trailhead Planners, LLC | Portland | CEPA, CFA, CFP, RLP | Percentage of assets, Hourly |
| 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 |
| Brent Hamilton | WBH Financial Services, LLC | Lake Oswego | CDFA, CFP, EA, MS | Ongoing planning fee, One-time planning fee |
| Corey Beal | Empowering Finance, LLC | Portland | CFP | Flat fee or retainer, Hourly |
| Eric Imley | Soaring Investment Management, LLC | Portland | CFP, MFA, CKA, CFA | Percentage of assets, Hourly |
| Eric Thomas | Clarity Capital Management | Portland | CFP | Percentage of assets, 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 |
| Justin Harvey | APM Wealth, LLC | Portland | CFP, ChFC, RICP | Ongoing planning fee |
| Lisa Mesquit | Soaring Investment Management, LLC | Portland | CFA, CFP, ChFC | Percentage of assets, Hourly |
| Meg van den Már | Alongside Financial Partners, LLC | Bend | CFP | Percentage of assets |
| Ryan Mohr | Clarity Capital Management | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Stefanie Pickard | Old Growth Financial | Portland | CFP, EA | Flat fee or retainer, One-time planning fee |
| Clayton Phillips | Clarity Financial | Beaverton | CFP | Percentage of assets, Hourly |
| Joanne Boorman | Silver Oak Advisory Group | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Ryan Murphy | Pacific Coast Investment Advisors, LLC | West Linn | AIF, CFP, MSFP | Percentage of assets, Hourly |
| Scott Malbasa | Adelphi Wealth Advisory | Portland | CFP, JD | Percentage of assets, Hourly |
| Stacy Dervin | Tailored Financial Planning, LLC | Eugene | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Alex Krider | Avier Wealth Advisors | Lake Oswego | CFP, EA, MBA | Percentage of assets |
| Andy Mardock | ViviFi Planning | Bend | CFP, MBA | Ongoing planning fee |
| David Erlandson | Erlandson Wealth Management LLC | Beaverton | AIF, CFP | Percentage of assets, Flat fee or retainer |
| Lissa Piper | Money Blossoms | Beaverton | CFP, MBA, EA | Ongoing planning fee, One-time planning fee |
| Nicholas Pihl | Pihl Financial Planning | Milwaukie | CFA, CFP | Percentage of assets, Fixed fees |
| Tyler Elliott | Watershed Wealth Planning LLC | Portland | CFP, JD | Ongoing planning fee |
| Richard Whitton | RWW Financial Consulting | Portland | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Anika Hedstrom | Uplevel Wealth LLC | Portland | CFP, MBA | Ongoing planning fee |
| Aaron Hillman | Skyline Financial NW | Portland | CFP | Percentage of assets, One-time planning fee |
| Jason Gong | Lifelong Wealth Management Group | Lake Oswego | CFP, ChFC | Percentage of assets |
| Robert Severdia | Nest Financial Planning | Hood River | CFP | Percentage of assets, One-time planning fee |
| Wai Ngan Yu | Summa Global Advisors | Clackamas | CFP | Percentage of assets, Fixed fees |
| Georgia Hussey | Modernist Financial | Portland | CFP | Percentage of assets, Hourly |
| Gregory Fowler | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Jacque Lefore | Womack Wealth and Business Management | Portland | CFP | Percentage of assets, Hourly |
| John Schniepp | Cascade Financial Strategies | Bend | CFP, ChFC | Percentage of assets, Hourly |
| Kenneth Carraro | Financial Planning Northwest | Portland | CFP | Hourly, One-time planning fee |
| Stephen Andrusko | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Charles Blozinski | Integrity Wealth Management | Brookings | CFP | Percentage of assets, Fixed fees |
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