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Flat-fee financial advisors in Oregon

All 352 advisors

Flat-fee financial advisors in Oregon: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jadyn Kerns-Funk Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Jared Pearson StrategyCap Bend Not listed Percentage of assets, Hourly
Jennifer Paterson Integrity Wealth Management Eugene Not listed Percentage of assets, Fixed fees
Jeremy Six Foster & Wood Lake Oswego Not listed Percentage of assets, Fixed fees
Kristen Rajotte Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Kristine Stawinski Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Laura Steagall-Cissell Veridan Wealth West Linn Not listed Percentage of assets, Hourly
Maria Bell Human Investing Lake Oswego Not listed Percentage of assets
Mathew Wynn Jamison Hanson Salem Not listed Percentage of assets, Hourly
Melody Rice Veridan Wealth West Linn Not listed Percentage of assets, Hourly
Merlin Arbor Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Micah Weiss Tandem Financial Planning Springfield Not listed Ongoing planning fee
Michael Elfers Allium Financial Advisors Lake Oswego Not listed Percentage of assets, Hourly
Michael Handy Handy & Company Financial Advisors Lake Oswego Not listed Percentage of assets, Hourly
Michelle Wanless Allium Financial Advisors Lake Oswego Not listed Percentage of assets, Hourly
Mitchell Chilcott Human Investing Lake Oswego Not listed Percentage of assets
Neal Richards Axiom Wealth Strategies Bend Not listed Percentage of assets, Hourly
Nicole Lindblom Human Investing Lake Oswego Not listed Percentage of assets
Patrick Haley Veridan Wealth West Linn Not listed Percentage of assets, Hourly
Pieter Conradie Wealth Advisors Northwest Portland Not listed Percentage of assets, Fixed fees
Rebecca Dobson Multnomah Group Portland CFA Percentage of assets, Hourly
Rebecca Rohleder Human Investing Lake Oswego Not listed Percentage of assets
Robin Donovan Human Investing Lake Oswego Not listed Percentage of assets
Scott Cameron Multnomah Group Portland CFA Percentage of assets, Hourly
Scott Thompson Allium Financial Advisors Lake Oswego Not listed Percentage of assets, Hourly
Sheree Arntson Allium Financial Advisors Lake Oswego Not listed Percentage of assets, Hourly
Ted Taplett Strategic Finance Clackamas Not listed Percentage of assets, Fixed fees
Teresa Hughes Integrity Wealth Management Eugene Not listed Percentage of assets, Fixed fees
Terrence Scroggin MSP Wealth Management Klamath Falls Not listed Percentage of assets, Hourly
Timothy Wood Foster & Wood Lake Oswego Not listed Percentage of assets, Fixed fees
Toby Wolfe Wealth Advisors Northwest Portland Not listed Percentage of assets, Fixed fees
Todd Micciche True North Retirement Advisors Clackamas Not listed Percentage of assets, Fixed fees
Todd Thompson Rogue Advisors Grants Pass Not listed Percentage of assets, Hourly
Tyler Johnson Wealth Advisors Northwest Portland Not listed Percentage of assets, Fixed fees
William Nolan Greenbridge Investment Management Lake Oswego CFA Percentage of assets, Hourly
Andrea Whitmire Pacific Crest Wealth Management Eugene Not listed Percentage of assets, Hourly
Charles Bales Whitewater Wealth Eugene Not listed Percentage of assets, Fixed fees
Christopher Berry Pacific Crest Wealth Management Elmira Not listed Percentage of assets, Hourly
Collin Bryce Pacific Crest Wealth Management Eugene Not listed Percentage of assets, Hourly
Darin Swall Pacific Crest Wealth Management Eugene Not listed Percentage of assets, Hourly
David Ross Price Financial Group Portland Not listed Percentage of assets, Hourly
Donald Watson Pacific Crest Wealth Management Medford Not listed Percentage of assets, Hourly
Edward Truax Horst & Graben Wealth Management Portland ChFC Percentage of assets, Hourly
Farrell Griswold Aspire Wealth Advisors Bend Not listed Percentage of assets, Hourly
Gwendolyn O'Connell Pacific Crest Wealth Management Eugene Not listed Percentage of assets, Hourly
Isabella Ramon Axia Wealth Management Bend Not listed Percentage of assets, Hourly
Jacob Wihtol Capstone Wealth Advisors Salem Not listed Percentage of assets, Hourly
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 Opsahl Defined Wealth Management Beaverton Not listed Ongoing planning fee, One-time planning fee