Hourly financial advisors in Oregon
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.
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.
- Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® Aegis Financial Advisory, Lake Oswego Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Stefanie Pickard Old Growth Financial, Portland Holds the CFP and EA. Fees on file: flat fee or retainer, one-time planning fee.
- Ryan McClung Crossroads Wealth Planning, Lake Oswego Holds the CFP and CPA. Fees on file: hourly, one-time planning fee.
- Britton Wellington Real Agency Wealth, Beaverton Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Brent Hamilton WBH Financial Services, LLC, Lake Oswego Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
By the numbers
- Advisors listed
- 342
- Firms
- 148
- Cities
- 33
- Hold the CFP
- 37%
- Other credentials: CFA 7% · CPA 1% · EA 1%
- How they charge (of 342 with fees on file): percentage of assets 92% · hourly 82% · fixed fees 56% · one-time planning fee 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
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.
All 342 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 |
| Andrea Vedder | Iambic Financial | Portland | CFP | Percentage of assets, Hourly |
| Andrew Gray | Gray Wealth Strategies | Bend | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Britton Wellington | Real Agency Wealth | Beaverton | CFP, EA | Percentage of assets, Ongoing planning fee |
| Ryan McClung | Crossroads Wealth Planning | Lake Oswego | CEPA, CFP, CPA | Hourly, One-time planning fee |
| Grant Bledsoe | Three Oaks Wealth | Lake Oswego | AIF, CEPA, CFA, CFP | Percentage of assets, Hourly |
| 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 |
| Brent Hamilton | WBH Financial Services, LLC | Lake Oswego | CDFA, CFP, EA, MS | Ongoing planning fee, One-time 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 |
| Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® | Aegis Financial Advisory | Lake Oswego | CFP, ChFC, EA, RICP | Flat fee or retainer, 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 |
| Ryan Mohr | Clarity Capital Management | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Stefanie Pickard | Old Growth Financial | Portland | CFP, EA | Flat fee or retainer, One-time planning fee |
| Clayton Phillips | Clarity Financial | Beaverton | CFP | Percentage of assets, Hourly |
| Joanne Boorman | Silver Oak Advisory Group | Portland | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| 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 |
| Richard Whitton | RWW Financial Consulting | Portland | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Aaron Hillman | Skyline Financial NW | Portland | CFP | Percentage of assets, One-time planning fee |
| Robert Severdia | Nest Financial Planning | Hood River | CFP | Percentage of assets, One-time planning fee |
| Georgia Hussey | Modernist Financial | Portland | CFP | Percentage of assets, Hourly |
| Gregory Fowler | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Jacque Lefore | Womack Wealth and Business Management | Portland | CFP | Percentage of assets, Hourly |
| John Schniepp | Cascade Financial Strategies | Bend | CFP, ChFC | Percentage of assets, Hourly |
| Kenneth Carraro | Financial Planning Northwest | Portland | CFP | Hourly, One-time planning fee |
| 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 |
| Christopher Pawlowski | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Cindy Kleiner | Guiding Financial | Eugene | 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 |
| Diana Harrison | Financial Investment Team | Portland | CFP | Percentage of assets, Hourly |
| Ellen Johnson | Thistle Wealth | Corvallis | Not listed | Percentage of assets |
| Jacqueline Thompson | Allium Financial Advisors | Lake Oswego | CFP | Percentage of assets, Hourly |
| Locke Bielefeldt | Willamette Wealth Partners | Eugene | CFP | Percentage of assets |
| Marc Kadomatsu | Human Investing | Lake Oswego | CFP, ChFC | Percentage of assets |
| Pradeep Tempalli | Allium Financial Advisors | Lake Oswego | CFP, CFA | Percentage of assets, Hourly |
| Scott Abrahamson | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
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