Advisors for under $500,000 in Oregon
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Lissa Piper of Money Blossoms and Craig Nelson of Red Sky Financial Planning, LLC.
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.
- Lissa Piper Money Blossoms, Beaverton Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Craig Nelson Red Sky Financial Planning, LLC, Wilsonville Holds the CFP and CPA. Fees on file: flat fee or retainer, percentage of assets.
- Britton Wellington Real Agency Wealth, Beaverton Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Stacy Dervin Tailored Financial Planning, LLC, Eugene Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Nicholas Pihl Pihl Financial Planning, Milwaukie Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 295
- Firms
- 139
- Cities
- 34
- Hold the CFP
- 37%
- Other credentials: CFA 4% · CPA 1% · EA 1%
- How they charge (of 295 with fees on file): percentage of assets 92% · hourly 58% · fixed fees 54% · ongoing planning fee 11%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Oregon are there?
The Wellspent public graph lists 295 fee-only advisors for under $500,000 in Oregon, at 139 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Oregon located?
Of the 295 fee-only advisors for under $500,000 in Oregon, 79 are in Portland, followed by 39 in Bend and 24 in Beaverton.
How do fee-only advisors for under $500,000 in Oregon charge?
The most common fee among fee-only advisors for under $500,000 in Oregon is a percentage of assets, used by 92% of the 295 with fees on file. Many use more than one: 58% charge by the hour and 54% charge fixed fees.
How many fee-only advisors for under $500,000 in Oregon hold the CFP?
37% of the 295 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Oregon?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 295 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 |
| Britton Wellington | Real Agency Wealth | Beaverton | CFP, EA | Percentage of assets, Ongoing 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 |
| 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 |
| 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 |
| Clayton Phillips | Clarity Financial | Beaverton | CFP | Percentage of assets, Hourly |
| 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 |
| Aaron Hillman | Skyline Financial NW | Portland | 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 |
| John Schniepp | Cascade Financial Strategies | Bend | CFP, ChFC | Percentage of assets, Hourly |
| Stephen Andrusko | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Alicia Martinez | Divergent Financial Advisory Services (DiFi Advisory) | Salem | Not listed | One-time planning fee, Hourly |
| Charles Blozinski | Integrity Wealth Management | Brookings | CFP | Percentage of assets, Fixed fees |
| Christopher Pawlowski | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Christopher Winn | Interactive Wealth Advisors | Portland | CFP | Percentage of assets |
| Cindy Kleiner | Guiding Financial | Eugene | CFP | Percentage of assets, Hourly |
| Diana Harrison | Financial Investment Team | Portland | CFP | Percentage of assets, Hourly |
| Elijah Lyons | Lookahead Wealth | West Linn | CFP | Percentage of assets |
| Ellen Johnson | Thistle Wealth | Corvallis | Not listed | Percentage of assets |
| Erica Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Erik Miller | Interactive Wealth Advisors | Portland | CFP | Percentage of assets |
| Jennifer De Thomas | Birch Elliott Financial | Portland | CFP | One-time planning fee |
| Jesse Coffee | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Locke Bielefeldt | Willamette Wealth Partners | Eugene | CFP | Percentage of assets |
| Mark Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Matthew Mathiesen | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
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