# Advisors for $1 million to $3 million in Oregon > In Oregon, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Micah Child of Sound Investment Management, Michael Patterson of Mengis Capital Management and Todd Brundage of Pacific Capital Works. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/oregon/ 48 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 for $1 million to $3 million in Oregon? In Oregon, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Micah Child of Sound Investment Management, Michael Patterson of Mengis Capital Management and Todd Brundage of Pacific Capital Works. ## How many fee-only advisors for $1 million to $3 million in Oregon are there? The Wellspent public graph lists 48 fee-only advisors for $1 million to $3 million in Oregon, at 16 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in Oregon located? Of the 48 fee-only advisors for $1 million to $3 million in Oregon, 18 are in Portland, followed by 13 in Lake Oswego and 7 in Bend. ## How do fee-only advisors for $1 million to $3 million in Oregon charge? The most common fee among fee-only advisors for $1 million to $3 million in Oregon is a percentage of assets, used by 98% of the 48 with fees on file. Many use more than one: 58% charge by the hour and 44% charge fixed fees. ## How many fee-only advisors for $1 million to $3 million in Oregon hold the CFP? 17% of the 48 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in Oregon? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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 | |---|---|---|---|---| | [Craig Olson](https://find.wellspent.co/advisors/craig-olson.md) | VergePointe | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Vance](https://find.wellspent.co/advisors/matthew-vance.md) | VergePointe | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Theodorson](https://find.wellspent.co/advisors/scott-theodorson.md) | VergePointe | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael McCabe](https://find.wellspent.co/advisors/michael-mccabe.md) | Kera Capital | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Todd Brundage](https://find.wellspent.co/advisors/todd-brundage.md) | Pacific Capital Works | Portland, Oregon | CFP, ChFC, MBA | Percentage of assets, Hourly, Fixed fees | | [Daniel Botti](https://find.wellspent.co/advisors/daniel-botti.md) | Peregrine Asset Advisers | Portland, Oregon | | Percentage of assets | | [Grant Kerger](https://find.wellspent.co/advisors/grant-kerger.md) | Peregrine Asset Advisers | Portland, Oregon | | Percentage of assets | | [Gunnar Marino](https://find.wellspent.co/advisors/gunnar-marino.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | | [Jeffrey Stuermer](https://find.wellspent.co/advisors/jeffrey-stuermer.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | | [John Kingery](https://find.wellspent.co/advisors/john-kingery.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | | [Robert Stuermer](https://find.wellspent.co/advisors/robert-stuermer.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | | [William Nolan](https://find.wellspent.co/advisors/william-nolan.md) | Greenbridge Investment Management | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Gavin Morton](https://find.wellspent.co/advisors/gavin-morton.md) | Ravensview Capital Management | Portland, Oregon | | Percentage of assets | | [Joann Donangelo](https://find.wellspent.co/advisors/joann-donangelo.md) | Evanson Asset Management | Reedsport, Oregon | | Ongoing planning fee, One-time planning fee | | [Jocelyn Servignat](https://find.wellspent.co/advisors/jocelyn-servignat.md) | Naviquant | Lake Oswego, Oregon | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Joseph Eberhardt](https://find.wellspent.co/advisors/joseph-eberhardt.md) | Ravensview Capital Management | Portland, Oregon | | Percentage of assets | | [Michael Patterson](https://find.wellspent.co/advisors/michael-patterson.md) | Mengis Capital Management | Portland, Oregon | CFA | Percentage of assets, Hourly | | [Seth Swenson](https://find.wellspent.co/advisors/seth-swenson.md) | Orchid Wealth Management | Portland, Oregon | | Percentage of assets | | [Gregory Walsh](https://find.wellspent.co/advisors/gregory-walsh.md) | Greenbridge Investment Management | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Scott Roberts](https://find.wellspent.co/advisors/scott-roberts.md) | VergePointe | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Cynthia Aschbacher](https://find.wellspent.co/advisors/cynthia-aschbacher.md) | Mengis Capital Management | Portland, Oregon | | Percentage of assets, Hourly | | [Joseph Mengis](https://find.wellspent.co/advisors/joseph-mengis.md) | Mengis Capital Management | Portland, Oregon | | Percentage of assets, Hourly | | [Lindsay Fromhart](https://find.wellspent.co/advisors/lindsay-fromhart.md) | Mengis Capital Management | Portland, Oregon | | Percentage of assets, Hourly | | [Martin Bats](https://find.wellspent.co/advisors/martin-bats.md) | Mengis Capital Management | Portland, Oregon | | Percentage of assets, Hourly | | [Michael Sorem](https://find.wellspent.co/advisors/michael-sorem.md) | Mengis Capital Management | Portland, Oregon | | Percentage of assets, Hourly | | [Elizabeth Roach](https://find.wellspent.co/advisors/elizabeth-roach.md) | Aerodigm Wealth | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Lincoln Bach](https://find.wellspent.co/advisors/lincoln-bach.md) | Aerodigm Wealth | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Micah Child](https://find.wellspent.co/advisors/micah-child.md) | Sound Investment Management | Tualatin, Oregon | CFP, CFA | Percentage of assets | | [Shaughn Scott](https://find.wellspent.co/advisors/shaughn-scott.md) | Scott Capital Advisors | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Alexander Musco](https://find.wellspent.co/advisors/alexander-musco.md) | Black Diamond Financial | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Brooke Golosinskiy](https://find.wellspent.co/advisors/brooke-golosinskiy.md) | Scott Capital Advisors | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Casey Scott](https://find.wellspent.co/advisors/casey-scott.md) | Scott Capital Advisors | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Christina Badrick](https://find.wellspent.co/advisors/christina-badrick.md) | Auxier Asset Management | Aurora, Oregon | | Percentage of assets | | [David DeLap](https://find.wellspent.co/advisors/david-delap.md) | Aerodigm Wealth | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [James Auxier](https://find.wellspent.co/advisors/james-auxier.md) | Auxier Asset Management | Aurora, Oregon | | Percentage of assets | | [James Auxier](https://find.wellspent.co/advisors/james-auxier-6865653.md) | Auxier Asset Management | Aurora, Oregon | | Percentage of assets | | [Jared Siegel](https://find.wellspent.co/advisors/jared-siegel.md) | Aerodigm Wealth | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jennifer Rice](https://find.wellspent.co/advisors/jennifer-rice.md) | Scott Capital Advisors | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jennifer Scott](https://find.wellspent.co/advisors/jennifer-scott.md) | Scott Capital Advisors | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [John Child](https://find.wellspent.co/advisors/john-child.md) | Sound Investment Management | Tualatin, Oregon | | Percentage of assets | | [Jonathan Mueller](https://find.wellspent.co/advisors/jonathan-mueller.md) | Scott Capital Advisors | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Lillian Widolff](https://find.wellspent.co/advisors/lillian-widolff.md) | Auxier Asset Management | Aurora, Oregon | | Percentage of assets | | [Luke Auxier](https://find.wellspent.co/advisors/luke-auxier.md) | Auxier Asset Management | Aurora, Oregon | | Percentage of assets | | [Mark Biallas](https://find.wellspent.co/advisors/mark-biallas.md) | Sound Investment Management | Tualatin, Oregon | | Percentage of assets | | [Mark Paladijczuk](https://find.wellspent.co/advisors/mark-paladijczuk.md) | Black Diamond Financial | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Mitchell Iliyn](https://find.wellspent.co/advisors/mitchell-iliyn.md) | Auxier Asset Management | Aurora, Oregon | | Percentage of assets | ## 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).