Financial advisors with no minimum in Oregon
How do I find fee-only advisors at firms with no asset minimum in Oregon?
In Oregon, look for a fee-only firm that says on its own website that it has no asset minimum. Those firms usually charge a flat, hourly, or subscription fee instead of a percentage of assets. Records to start with include Stacy Dervin of Tailored Financial Planning, LLC, Ryan McClung of Crossroads Wealth Planning and Nathaniel Baim of Pursuit Planning and Investments, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Stacy Dervin Tailored Financial Planning, LLC, Eugene Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Ryan McClung Crossroads Wealth Planning, Lake Oswego Holds the CFP and CPA. Fees on file: hourly, one-time planning fee.
- Nathaniel Baim Pursuit Planning and Investments, LLC, Beaverton Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Marc Kadomatsu Human Investing, Lake Oswego Holds the CFP. Fees on file: percentage of assets.
- Philip Bagdade Blue River Capital Management, Portland Holds the CFA. Fees on file: percentage of assets.
- Robert Severdia Nest Financial Planning, Hood River Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
By the numbers
- Advisors listed
- 25
- Firms
- 10
- Cities
- 7
- Hold the CFP
- 32%
- Other credentials: CFA 12% · CPA 4% · ChFC 4%
- How they charge (of 25 with fees on file): percentage of assets 92% · one-time planning fee 24% · ongoing planning fee 12% · hourly 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Financial advisors with no minimum by state
Questions about financial advisors with no minimum
How many fee-only advisors at firms with no asset minimum in Oregon are there?
The Wellspent public graph lists 25 fee-only advisors at firms with no asset minimum in Oregon, at 10 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors at firms with no asset minimum in Oregon located?
Of the 25 fee-only advisors at firms with no asset minimum in Oregon, 17 are in Lake Oswego, followed by 2 in Portland and 2 in Bend.
How do fee-only advisors at firms with no asset minimum in Oregon charge?
The most common fee among fee-only advisors at firms with no asset minimum in Oregon is a percentage of assets, used by 92% of the 25 with fees on file. Many use more than one: 24% charge a one-time planning fee and 12% charge an ongoing planning fee.
How many fee-only advisors at firms with no asset minimum in Oregon hold the CFP?
32% of the 25 fee-only advisors at firms with no asset minimum 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 at firms with no asset minimum?
We count an advisor here when their firm's website states it has no asset minimum.
What should I ask fee-only advisors at firms with no asset minimum in Oregon?
If there's no asset minimum, is there a minimum fee? What would I pay in dollars each year? Do you take clients at my stage? What's included at that price?
How current is this list of fee-only advisors at firms with no asset minimum 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 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Harrison Hinz | First Pacific Financial | Portland | CFP | Percentage of assets |
| Ryan McClung | Crossroads Wealth Planning | Lake Oswego | CEPA, CFP, CPA | Hourly, One-time planning fee |
| Nathaniel Baim | Pursuit Planning and Investments, LLC | Beaverton | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Stacy Dervin | Tailored Financial Planning, LLC | Eugene | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Robert Severdia | Nest Financial Planning | Hood River | CFP | Percentage of assets, One-time planning fee |
| Alicia Martinez | Divergent Financial Advisory Services (DiFi Advisory) | Salem | Not listed | One-time planning fee, Hourly |
| David Anderson | Human Investing | Lake Oswego | CFP | Percentage of assets |
| Marc Kadomatsu | Human Investing | Lake Oswego | CFP, ChFC | Percentage of assets |
| William Kellar | Human Investing | Lake Oswego | CFP | Percentage of assets |
| Andrew Gladhill | Human Investing | Lake Oswego | CFA | Percentage of assets |
| Jonathan Nagy | Alpine Road Financial | Bend | Not listed | Percentage of assets, Flat fee or retainer |
| Philip Bagdade | Blue River Capital Management | Portland | CFA | Percentage of assets |
| Aaron Rivers | Living Earth Investments | Bend | Not listed | Percentage of assets |
| 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 |
| Drayton Carlberg | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Holly Huddleson | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Maria Bell | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Mitchell Chilcott | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Nicole Lindblom | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Rebecca Rohleder | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Robin Donovan | Human Investing | Lake Oswego | Not listed | Percentage of assets |
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