Advisors for $1 million to $3 million in Oregon
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Micah Child Sound Investment Management, Tualatin Holds the CFP and CFA. Fees on file: percentage of assets.
- Michael Patterson Mengis Capital Management, Portland Holds the CFA. Fees on file: percentage of assets, hourly.
- Todd Brundage Pacific Capital Works, Portland Holds the CFP. Fees on file: percentage of assets, hourly.
- Shaughn Scott Scott Capital Advisors, Portland Holds the CFP. Fees on file: percentage of assets, hourly.
- Matthew Vance VergePointe, Lake Oswego Holds the CFP. Fees on file: percentage of assets, hourly.
- Elizabeth Roach Aerodigm Wealth, Lake Oswego Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 48
- Firms
- 16
- Cities
- 6
- Hold the CFP
- 17%
- Other credentials: CFA 10% · ChFC 2%
- How they charge (of 48 with fees on file): percentage of assets 98% · hourly 58% · fixed fees 44% · ongoing planning fee 4%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 48 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Craig Olson | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Matthew Vance | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Scott Theodorson | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Michael McCabe | Kera Capital | Bend | Not listed | Percentage of assets, Hourly |
| Todd Brundage | Pacific Capital Works | Portland | CFP, ChFC, MBA | Percentage of assets, Hourly |
| Daniel Botti | Peregrine Asset Advisers | Portland | Not listed | Percentage of assets |
| Grant Kerger | Peregrine Asset Advisers | Portland | Not listed | Percentage of assets |
| Gunnar Marino | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| Jeffrey Stuermer | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| John Kingery | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| Robert Stuermer | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| William Nolan | Greenbridge Investment Management | Lake Oswego | CFA | Percentage of assets, Hourly |
| Gavin Morton | Ravensview Capital Management | Portland | Not listed | Percentage of assets |
| Joann Donangelo | Evanson Asset Management | Reedsport | Not listed | Ongoing planning fee, One-time planning fee |
| Jocelyn Servignat | Naviquant | Lake Oswego | Not listed | Percentage of assets, Flat fee or retainer |
| Joseph Eberhardt | Ravensview Capital Management | Portland | Not listed | Percentage of assets |
| Michael Patterson | Mengis Capital Management | Portland | CFA | Percentage of assets, Hourly |
| Seth Swenson | Orchid Wealth Management | Portland | Not listed | Percentage of assets |
| Gregory Walsh | Greenbridge Investment Management | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Scott Roberts | VergePointe | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Cynthia Aschbacher | Mengis Capital Management | Portland | Not listed | Percentage of assets, Hourly |
| Joseph Mengis | Mengis Capital Management | Portland | Not listed | Percentage of assets, Hourly |
| Lindsay Fromhart | Mengis Capital Management | Portland | Not listed | Percentage of assets, Hourly |
| Martin Bats | Mengis Capital Management | Portland | Not listed | Percentage of assets, Hourly |
| Michael Sorem | Mengis Capital Management | Portland | Not listed | Percentage of assets, Hourly |
| Elizabeth Roach | Aerodigm Wealth | Lake Oswego | CFP | Percentage of assets, Hourly |
| Lincoln Bach | Aerodigm Wealth | Lake Oswego | CFP | Percentage of assets, Hourly |
| Micah Child | Sound Investment Management | Tualatin | CFP, CFA | Percentage of assets |
| Shaughn Scott | Scott Capital Advisors | Portland | CFP | Percentage of assets, Hourly |
| Benjamin Mahon | Aerodigm Wealth | Lake Oswego | CFA | Percentage of assets, Hourly |
| Donald Mattersdorff | D. Mattersdorff | Lake Oswego | CFA | Percentage of assets, Hourly |
| Alexander Musco | Black Diamond Financial | Bend | Not listed | Percentage of assets, Hourly |
| Brooke Golosinskiy | Scott Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Casey Scott | Scott Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Christina Badrick | Auxier Asset Management | Aurora | Not listed | Percentage of assets |
| David DeLap | Aerodigm Wealth | Lake Oswego | Not listed | Percentage of assets, Hourly |
| James Auxier | Auxier Asset Management | Aurora | Not listed | Percentage of assets |
| James Auxier | Auxier Asset Management | Aurora | Not listed | Percentage of assets |
| Jared Siegel | Aerodigm Wealth | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Jennifer Rice | Scott Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Jennifer Scott | Scott Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| John Child | Sound Investment Management | Tualatin | Not listed | Percentage of assets |
| Jonathan Mueller | Scott Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Lillian Widolff | Auxier Asset Management | Aurora | Not listed | Percentage of assets |
| Luke Auxier | Auxier Asset Management | Aurora | Not listed | Percentage of assets |
| Mark Biallas | Sound Investment Management | Tualatin | Not listed | Percentage of assets |
| Mark Paladijczuk | Black Diamond Financial | Bend | Not listed | Percentage of assets, Hourly |
| Mitchell Iliyn | Auxier Asset Management | Aurora | Not listed | Percentage of assets |
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