# Hourly financial advisors in Oregon

> In Oregon, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® of Aegis Financial Advisory and Stefanie Pickard of Old Growth Financial.

Page: https://find.wellspent.co/by/hourly-financial-advisors/oregon/
342 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 who charge by the hour in Oregon?

In Oregon, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® of Aegis Financial Advisory and Stefanie Pickard of Old Growth Financial.

## How many fee-only advisors who charge by the hour in Oregon are there?

The Wellspent public graph lists 342 fee-only advisors who charge by the hour in Oregon, at 148 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who charge by the hour in Oregon located?

Of the 342 fee-only advisors who charge by the hour in Oregon, 93 are in Portland, followed by 55 in Lake Oswego and 44 in Bend.

## How do fee-only advisors who charge by the hour in Oregon charge?

The most common fee among fee-only advisors who charge by the hour in Oregon is a percentage of assets, used by 92% of the 342 with fees on file. Many use more than one: 82% charge by the hour and 56% charge fixed fees.

## How many fee-only advisors who charge by the hour in Oregon hold the CFP?

37% of the 342 fee-only advisors who charge by the hour 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 who charge by the hour?

We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.

## What should I ask fee-only advisors who charge by the hour in Oregon?

What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?

## How current is this list of fee-only advisors who charge by the hour 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 |
|---|---|---|---|---|
| [Craig Nelson](https://find.wellspent.co/advisors/craig-nelson.md) | Red Sky Financial Planning, LLC | Wilsonville, Oregon | CFP, CPA | Flat fee or retainer, Percentage of assets, Ongoing planning fee |
| [Garrett Dresen](https://find.wellspent.co/advisors/garrett-dresen.md) | Harbor Horizon Financial | Wilsonville, Oregon | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Harrison Hinz](https://find.wellspent.co/advisors/harrison-hinz.md) | First Pacific Financial | Portland, Oregon | CFP | Percentage of assets |
| [Andrea Vedder](https://find.wellspent.co/advisors/andrea-vedder.md) | Iambic Financial | Portland, Oregon | CFP | Percentage of assets, Hourly, Ongoing planning fee |
| [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 |
| [Britton Wellington](https://find.wellspent.co/advisors/britton-wellington.md) | Real Agency Wealth | Beaverton, Oregon | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Ryan McClung](https://find.wellspent.co/advisors/ryan-mcclung.md) | Crossroads Wealth Planning | Lake Oswego, Oregon | CEPA, CFP, CPA | Hourly, One-time planning fee |
| [Grant Bledsoe](https://find.wellspent.co/advisors/grant-bledsoe.md) | Three Oaks Wealth | Lake Oswego, Oregon | AIF, CEPA, CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Morgan Ranstrom](https://find.wellspent.co/advisors/morgan-ranstrom.md) | Trailhead Planners, LLC | Portland, Oregon | CEPA, CFA, CFP, RLP, CPA, MBT, MBA | Percentage of assets, Hourly, Fixed fees |
| [Nathaniel Baim](https://find.wellspent.co/advisors/nathaniel-baim.md) | Pursuit Planning and Investments, LLC | Beaverton, Oregon | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Brenna Baucum](https://find.wellspent.co/advisors/brenna-baucum.md) | Collective Wealth Planning, LLC | Salem, Oregon | CFP | Hourly, Ongoing planning fee |
| [Brenna Jensen-Baucum](https://find.wellspent.co/advisors/brenna-jensen-baucum.md) | Collective Wealth Planning | Salem, Oregon | CFP | Hourly, Ongoing 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 |
| [Corey Beal](https://find.wellspent.co/advisors/corey-beal.md) | Empowering Finance, LLC | Portland, Oregon | CFP | Flat fee or retainer, Hourly, Ongoing planning fee |
| [Eric Imley](https://find.wellspent.co/advisors/eric-imley.md) | Soaring Investment Management, LLC | Portland, Oregon | CFP, MFA, CKA, CFA | Percentage of assets, Hourly |
| [Eric Thomas](https://find.wellspent.co/advisors/eric-thomas.md) | Clarity Capital Management | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee |
| [Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa®](https://find.wellspent.co/advisors/joe-alfonso-cfp-chfc-ea-ricp-rssa.md) | Aegis Financial Advisory | Lake Oswego, Oregon | CFP, ChFC, EA, RICP, TPCP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Justin Harvey](https://find.wellspent.co/advisors/justin-harvey.md) | APM Wealth, LLC | Portland, Oregon | CFP, ChFC, RICP | Ongoing planning fee |
| [Lisa Mesquit](https://find.wellspent.co/advisors/lisa-mesquit.md) | Soaring Investment Management, LLC | Portland, Oregon | CFA, CFP, ChFC | Percentage of assets, Hourly |
| [Ryan Mohr](https://find.wellspent.co/advisors/ryan-mohr.md) | Clarity Capital Management | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee |
| [Stefanie Pickard](https://find.wellspent.co/advisors/stefanie-pickard.md) | Old Growth Financial | Portland, Oregon | CFP, EA | Flat fee or retainer, One-time planning fee, Hourly |
| [Clayton Phillips](https://find.wellspent.co/advisors/clayton-phillips.md) | Clarity Financial | Beaverton, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Ryan Murphy](https://find.wellspent.co/advisors/ryan-murphy.md) | Pacific Coast Investment Advisors, LLC | West Linn, Oregon | AIF, CFP, MSFP | Percentage of assets, Hourly, Fixed fees |
| [Scott Malbasa](https://find.wellspent.co/advisors/scott-malbasa.md) | Adelphi Wealth Advisory | Portland, Oregon | CFP, JD | Percentage of assets, Hourly, Fixed fees |
| [Andy Mardock](https://find.wellspent.co/advisors/andy-mardock.md) | ViviFi Planning | Bend, Oregon | CFP, MBA | Ongoing planning fee |
| [David Erlandson](https://find.wellspent.co/advisors/david-erlandson.md) | Erlandson Wealth Management LLC | Beaverton, Oregon | AIF, CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Lissa Piper](https://find.wellspent.co/advisors/lissa-piper.md) | Money Blossoms | Beaverton, Oregon | CFP, MBA, EA | Ongoing planning fee, One-time planning fee |
| [Richard Whitton](https://find.wellspent.co/advisors/richard-whitton.md) | RWW Financial Consulting | Portland, Oregon | CFP, ChFC | Percentage of assets, Ongoing planning fee, Hourly |
| [Aaron Hillman](https://find.wellspent.co/advisors/aaron-hillman.md) | Skyline Financial NW | Portland, Oregon | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Robert Severdia](https://find.wellspent.co/advisors/robert-severdia.md) | Nest Financial Planning | Hood River, Oregon | CFP | Percentage of assets, One-time planning fee |
| [Georgia Hussey](https://find.wellspent.co/advisors/georgia-hussey.md) | Modernist Financial | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |
| [Gregory Fowler](https://find.wellspent.co/advisors/gregory-fowler.md) | Integrated Capital Planning | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jacque Lefore](https://find.wellspent.co/advisors/jacque-lefore.md) | Womack Wealth and Business Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Schniepp](https://find.wellspent.co/advisors/john-schniepp.md) | Cascade Financial Strategies | Bend, Oregon | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Kenneth Carraro](https://find.wellspent.co/advisors/kenneth-carraro.md) | Financial Planning Northwest | Portland, Oregon | CFP | Hourly, One-time planning fee |
| [Stephen Andrusko](https://find.wellspent.co/advisors/stephen-andrusko.md) | Integrated Capital Planning | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |
| [Alicia Martinez](https://find.wellspent.co/advisors/alicia-martinez.md) | Divergent Financial Advisory Services (DiFi Advisory) | Salem, Oregon |   | One-time planning fee, Hourly |
| [Christopher Pawlowski](https://find.wellspent.co/advisors/christopher-pawlowski.md) | SpringSource Wealth Advisors | Hillsboro, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |
| [Cindy Kleiner](https://find.wellspent.co/advisors/cindy-kleiner.md) | Guiding Financial | Eugene, 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 |
| [Diana Harrison](https://find.wellspent.co/advisors/diana-harrison.md) | Financial Investment Team | Portland, Oregon | CFP | Percentage of assets, Hourly |
| [Ellen Johnson](https://find.wellspent.co/advisors/ellen-johnson.md) | Thistle Wealth | Corvallis, Oregon |   | Percentage of assets |
| [Jacqueline Thompson](https://find.wellspent.co/advisors/jacqueline-thompson.md) | Allium Financial Advisors | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |
| [Locke Bielefeldt](https://find.wellspent.co/advisors/locke-bielefeldt.md) | Willamette Wealth Partners | Eugene, Oregon | CFP | Percentage of assets |
| [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 |
| [Scott Abrahamson](https://find.wellspent.co/advisors/scott-abrahamson.md) | SpringSource Wealth Advisors | Hillsboro, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 342. The full list, page by page: https://find.wellspent.co/by/hourly-financial-advisors/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).