# Advisors for $500,000 to $1 million in Oregon > In Oregon, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Brent Hamilton of WBH Financial Services, LLC, Kevin Sittner of Sittner & Nelson and Peter De Graff of Taurus Capital Advisors. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/oregon/ 135 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 $500,000 to $1 million in Oregon? In Oregon, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Brent Hamilton of WBH Financial Services, LLC, Kevin Sittner of Sittner & Nelson and Peter De Graff of Taurus Capital Advisors. ## How many fee-only advisors for $500,000 to $1 million in Oregon are there? The Wellspent public graph lists 135 fee-only advisors for $500,000 to $1 million in Oregon, at 49 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Oregon located? Of the 135 fee-only advisors for $500,000 to $1 million in Oregon, 41 are in Portland, followed by 38 in Lake Oswego and 12 in Salem. ## How do fee-only advisors for $500,000 to $1 million in Oregon charge? The most common fee among fee-only advisors for $500,000 to $1 million in Oregon is a percentage of assets, used by 95% of the 135 with fees on file. Many use more than one: 53% charge fixed fees and 48% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in Oregon hold the CFP? 36% of the 135 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Oregon? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 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 | |---|---|---|---|---| | [Andrew Gray](https://find.wellspent.co/advisors/andrew-gray.md) | Gray Wealth Strategies | Bend, Oregon | CFP, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Brent Hamilton](https://find.wellspent.co/advisors/brent-hamilton.md) | WBH Financial Services, LLC | Lake Oswego, Oregon | CDFA, CFP, EA, MS | Ongoing planning fee, One-time planning fee | | [Joanne Boorman](https://find.wellspent.co/advisors/joanne-boorman.md) | Silver Oak Advisory Group | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Richard Whitton](https://find.wellspent.co/advisors/richard-whitton.md) | RWW Financial Consulting | Portland, Oregon | CFP, ChFC | Percentage of assets, Ongoing planning fee, Hourly | | [Anika Hedstrom](https://find.wellspent.co/advisors/anika-hedstrom.md) | Uplevel Wealth LLC | Portland, Oregon | CFP, MBA | Ongoing planning fee | | [Jason Gong](https://find.wellspent.co/advisors/jason-gong.md) | Lifelong Wealth Management Group | Lake Oswego, Oregon | CFP, ChFC | Percentage of assets | | [Robert Severdia](https://find.wellspent.co/advisors/robert-severdia.md) | Nest Financial Planning | Hood River, Oregon | CFP | Percentage of assets, One-time planning fee | | [Jacque Lefore](https://find.wellspent.co/advisors/jacque-lefore.md) | Womack Wealth and Business Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Dollinger](https://find.wellspent.co/advisors/daniel-dollinger.md) | Daniel Dollinger CPA, CFP® | Wilsonville, Oregon | CFP | Percentage of assets, Hourly | | [Daniel Jacobson](https://find.wellspent.co/advisors/daniel-jacobson.md) | Gabriel Capital | Portland, Oregon | CFP | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee | | [David Anderson](https://find.wellspent.co/advisors/david-anderson-6721929.md) | Human Investing | Lake Oswego, Oregon | CFP | Percentage of assets | | [David Foster](https://find.wellspent.co/advisors/david-foster-4584178.md) | Foster & Wood | Lake Oswego, Oregon | CFP | Percentage of assets, Fixed fees | | [Jacqueline Thompson](https://find.wellspent.co/advisors/jacqueline-thompson.md) | Allium Financial Advisors | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Marc Kadomatsu](https://find.wellspent.co/advisors/marc-kadomatsu.md) | Human Investing | Lake Oswego, Oregon | CFP, ChFC | Percentage of assets | | [Pradeep Tempalli](https://find.wellspent.co/advisors/pradeep-tempalli.md) | Allium Financial Advisors | Lake Oswego, Oregon | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Steven Jamison](https://find.wellspent.co/advisors/steven-jamison.md) | Jamison Hanson | Salem, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [William Kellar](https://find.wellspent.co/advisors/william-kellar.md) | Human Investing | Lake Oswego, Oregon | CFP | Percentage of assets | | [David Case](https://find.wellspent.co/advisors/david-case.md) | Planful Finance | Lake Oswego, Oregon | CFP | Percentage of assets, One-time planning fee | | [Frederick Payne](https://find.wellspent.co/advisors/frederick-payne.md) | Swiftwater Capital | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Genor](https://find.wellspent.co/advisors/ryan-genor.md) | CLS Financial Advisors | Portland, Oregon | PFS | Percentage of assets, Ongoing planning fee | | [Sarah Lane](https://find.wellspent.co/advisors/sarah-lane.md) | CLS Financial Advisors | Portland, Oregon | PFS | Percentage of assets, Ongoing planning fee | | [Scott Frey](https://find.wellspent.co/advisors/scott-frey.md) | Planful Finance | Lake Oswego, Oregon | CFP | Percentage of assets, One-time planning fee | | [Sean Burgess](https://find.wellspent.co/advisors/sean-burgess.md) | Burgess Financial Planning | Portland, Oregon | CFP | Hourly | | [Andrew Gladhill](https://find.wellspent.co/advisors/andrew-gladhill.md) | Human Investing | Lake Oswego, Oregon | CFA | Percentage of assets | | [Cameron Tonning](https://find.wellspent.co/advisors/cameron-tonning.md) | 2260 West | Bend, Oregon | CFP | Hourly | | [Jordan Fee](https://find.wellspent.co/advisors/jordan-fee.md) | Allium Financial Advisors | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Keegan Denn](https://find.wellspent.co/advisors/keegan-denn.md) | FIDELIS iM | Medford, Oregon | CFP | Percentage of assets, Fixed fees | | [Kyle Dover](https://find.wellspent.co/advisors/kyle-dover.md) | 2260 West | Bend, Oregon | CFP | Hourly | | [Melinda Agosta](https://find.wellspent.co/advisors/melinda-agosta.md) | Farnam Financial | Molalla, Oregon | | Percentage of assets | | [Nicholas Blankl](https://find.wellspent.co/advisors/nicholas-blankl.md) | Consilium Wealth Advisory | West Linn, Oregon | CFA | Percentage of assets, Fixed fees | | [Paige Clausen](https://find.wellspent.co/advisors/paige-clausen.md) | 2260 West | Bend, Oregon | CFP | Hourly | | [Ronald Colson](https://find.wellspent.co/advisors/ronald-colson.md) | Viento Financial Group | Hood River, Oregon | CFP | Percentage of assets | | [Brandon Trank](https://find.wellspent.co/advisors/brandon-trank.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [Christian D'Urso](https://find.wellspent.co/advisors/christian-d-urso.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [James Spangler](https://find.wellspent.co/advisors/james-spangler.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [Jeffrey Yamada](https://find.wellspent.co/advisors/jeffrey-yamada.md) | MCS Family Wealth Advisors | Bend, Oregon | BA, CDFA, CFP, MBA | Percentage of assets, Hourly | | [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 | | [Stephanie Lum](https://find.wellspent.co/advisors/stephanie-lum.md) | CLS Financial Advisors | Lake Oswego, Oregon | | Percentage of assets, Ongoing planning fee | | [Amanda Earlywine](https://find.wellspent.co/advisors/amanda-earlywine.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Andrew Nelson](https://find.wellspent.co/advisors/andrew-nelson.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Austin Pearce](https://find.wellspent.co/advisors/austin-pearce.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Cole Thomas](https://find.wellspent.co/advisors/cole-thomas.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Cort Morris](https://find.wellspent.co/advisors/cort-morris.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Daniel Evans](https://find.wellspent.co/advisors/daniel-evans-2558673.md) | StrategyCap | Bend, Oregon | | 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 | | [Drayton Carlberg](https://find.wellspent.co/advisors/drayton-carlberg.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Dustin Fadenrecht](https://find.wellspent.co/advisors/dustin-fadenrecht.md) | Veridan Wealth | West Linn, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Eli Dollinger](https://find.wellspent.co/advisors/eli-dollinger.md) | Daniel Dollinger CPA, CFP® | Wilsonville, Oregon | | Percentage of assets, Hourly | | [Holly Huddleson](https://find.wellspent.co/advisors/holly-huddleson.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Jared Pearson](https://find.wellspent.co/advisors/jared-pearson.md) | StrategyCap | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 135. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/oregon/?page=2 ## 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).