Advisors for $500,000 to $1 million in Oregon
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Brent Hamilton WBH Financial Services, LLC, Lake Oswego Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Kevin Sittner Sittner & Nelson, Eugene Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Peter De Graff Taurus Capital Advisors, Lake Oswego Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Pradeep Tempalli Allium Financial Advisors, Lake Oswego Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Mark Higgins Index Fund Advisors, Portland Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Scott Frey Planful Finance, Lake Oswego Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
By the numbers
- Advisors listed
- 135
- Firms
- 49
- Cities
- 14
- Hold the CFP
- 36%
- Other credentials: CFA 10% · EA 1% · ChFC 2%
- How they charge (of 135 with fees on file): percentage of assets 95% · fixed fees 53% · hourly 48% · performance-based fees 10%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 135 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Andrew Gray | Gray Wealth Strategies | Bend | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Brent Hamilton | WBH Financial Services, LLC | Lake Oswego | CDFA, CFP, EA, MS | Ongoing planning fee, One-time planning fee |
| Joanne Boorman | Silver Oak Advisory Group | Portland | CFP | Percentage of assets, 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 |
| 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 |
| Jacque Lefore | Womack Wealth and Business Management | Portland | CFP | Percentage of assets, Hourly |
| Daniel Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | CFP | Percentage of assets, Hourly |
| Daniel Jacobson | Gabriel Capital | Portland | CFP | Percentage of assets, Hourly |
| David Anderson | Human Investing | Lake Oswego | CFP | Percentage of assets |
| David Foster | Foster & Wood | Lake Oswego | CFP | Percentage of assets, Fixed fees |
| Jacqueline Thompson | Allium Financial Advisors | Lake Oswego | CFP | Percentage of assets, Hourly |
| Marc Kadomatsu | Human Investing | Lake Oswego | CFP, ChFC | Percentage of assets |
| Pradeep Tempalli | Allium Financial Advisors | Lake Oswego | CFP, CFA | Percentage of assets, Hourly |
| Steven Jamison | Jamison Hanson | Salem | CFP | Percentage of assets, Hourly |
| William Kellar | Human Investing | Lake Oswego | CFP | Percentage of assets |
| David Case | Planful Finance | Lake Oswego | CFP | Percentage of assets, One-time planning fee |
| Frederick Payne | Swiftwater Capital | Lake Oswego | CFP | Percentage of assets, Hourly |
| Ryan Genor | CLS Financial Advisors | Portland | PFS | Percentage of assets, Ongoing planning fee |
| Sarah Lane | CLS Financial Advisors | Portland | PFS | Percentage of assets, Ongoing planning fee |
| Scott Frey | Planful Finance | Lake Oswego | CFP | Percentage of assets, One-time planning fee |
| Sean Burgess | Burgess Financial Planning | Portland | CFP | Hourly |
| Andrew Gladhill | Human Investing | Lake Oswego | CFA | Percentage of assets |
| Cameron Tonning | 2260 West | Bend | CFP | Hourly |
| Jordan Fee | Allium Financial Advisors | Lake Oswego | CFA | Percentage of assets, Hourly |
| Keegan Denn | FIDELIS iM | Medford | CFP | Percentage of assets, Fixed fees |
| Kyle Dover | 2260 West | Bend | CFP | Hourly |
| Melinda Agosta | Farnam Financial | Molalla | Not listed | Percentage of assets |
| Nicholas Blankl | Consilium Wealth Advisory | West Linn | CFA | Percentage of assets, Fixed fees |
| Paige Clausen | 2260 West | Bend | CFP | Hourly |
| Ronald Colson | Viento Financial Group | Hood River | CFP | Percentage of assets |
| Brandon Trank | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Christian D'Urso | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| James Spangler | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Jeffrey Yamada | MCS Family Wealth Advisors | Bend | BA, CDFA, CFP, MBA | Percentage of assets, Hourly |
| Peter De Graff | Taurus Capital Advisors | Lake Oswego | CFA, CFP, MBA | Percentage of assets, Hourly |
| Stephanie Lum | CLS Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Ongoing planning fee |
| Amanda Earlywine | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Andrew Nelson | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Austin Pearce | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Cole Thomas | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Cort Morris | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Daniel Evans | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| David Hofer | Brightwood Ventures | Tigard | CFA | Percentage of assets, Hourly |
| Drayton Carlberg | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Dustin Fadenrecht | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Eli Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | Not listed | Percentage of assets, Hourly |
| Holly Huddleson | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Jared Pearson | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
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