One-time financial plans in Oregon
How do I find fee-only advisors who offer one-time plans in Oregon?
In Oregon, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Britton Wellington of Real Agency Wealth, Lissa Piper of Money Blossoms and Brent Hamilton of WBH Financial Services, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Britton Wellington Real Agency Wealth, Beaverton Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Lissa Piper Money Blossoms, Beaverton Holds the CFP and EA. Fees on file: ongoing planning fee, one-time 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.
- Ryan McClung Crossroads Wealth Planning, Lake Oswego Holds the CFP and CPA. Fees on file: hourly, one-time planning fee.
- Stefanie Pickard Old Growth Financial, Portland Holds the CFP and EA. Fees on file: flat fee or retainer, one-time planning fee.
- 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.
By the numbers
- Advisors listed
- 41
- Firms
- 32
- Cities
- 12
- Hold the CFP
- 56%
- Other credentials: CFA 5% · CPA 2% · EA 12%
- How they charge (of 41 with fees on file): one-time planning fee 100% · percentage of assets 59% · ongoing planning fee 59% · hourly 37%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
How many fee-only advisors who offer one-time plans in Oregon are there?
The Wellspent public graph lists 41 fee-only advisors who offer one-time plans in Oregon, at 32 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who offer one-time plans in Oregon located?
Of the 41 fee-only advisors who offer one-time plans in Oregon, 13 are in Portland, followed by 9 in Beaverton and 6 in Lake Oswego.
How do fee-only advisors who offer one-time plans in Oregon charge?
All 41 fee-only advisors who offer one-time plans in Oregon with fees on file charge a one-time planning fee. Many use more than one: 59% charge a percentage of assets and 59% charge an ongoing planning fee.
How many fee-only advisors who offer one-time plans in Oregon hold the CFP?
56% of the 41 fee-only advisors who offer one-time plans 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 offer one-time plans?
We count an advisor here when their listing shows a one-time planning fee.
What should I ask fee-only advisors who offer one-time plans in Oregon?
What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use?
How current is this list of fee-only advisors who offer one-time plans 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 41 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Garrett Dresen | Harbor Horizon Financial | Wilsonville | CFP | Percentage of assets, Flat fee or retainer |
| Tracy Baron Garcia | TBG Investing | Lake Oswego | CFP, MBA | Ongoing planning fee, One-time planning fee |
| 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 |
| Nathaniel Baim | Pursuit Planning and Investments, LLC | Beaverton | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Brent Hamilton | WBH Financial Services, LLC | Lake Oswego | CDFA, CFP, EA, MS | Ongoing planning fee, One-time 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 |
| Stefanie Pickard | Old Growth Financial | Portland | CFP, EA | Flat fee or retainer, One-time planning fee |
| Joanne Boorman | Silver Oak Advisory Group | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Stacy Dervin | Tailored Financial Planning, LLC | Eugene | CFP, CFA | Percentage of assets, Flat fee or retainer |
| 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 |
| 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 |
| Kenneth Carraro | Financial Planning Northwest | Portland | CFP | Hourly, One-time planning fee |
| Alicia Martinez | Divergent Financial Advisory Services (DiFi Advisory) | Salem | Not listed | One-time planning fee, Hourly |
| Daniel Jacobson | Gabriel Capital | Portland | CFP | Percentage of assets, Hourly |
| Jennifer De Thomas | Birch Elliott Financial | Portland | CFP | One-time planning fee |
| Alix Demartino | Defined Wealth Management | Beaverton | CFP | Ongoing planning fee, One-time planning fee |
| Casie Dunning | Rain or Shine Planning | Portland | CFP | Percentage of assets, Hourly |
| Christopher Hatfield | Defined Wealth Management | Beaverton | CFP | Ongoing planning fee, One-time planning fee |
| David Case | Planful Finance | Lake Oswego | CFP | Percentage of assets, One-time planning fee |
| Jan Schalkwijk | JPS Global Investments | West Linn | CFA | Hourly, One-time planning fee |
| Scott Frey | Planful Finance | Lake Oswego | CFP | Percentage of assets, One-time planning fee |
| Alexander Bowers | Pinestar Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Amanda Sletmoe | Skyline Financial NW | Portland | Not listed | Percentage of assets, One-time planning fee |
| Jonathan Nagy | Alpine Road Financial | Bend | Not listed | Percentage of assets, Flat fee or retainer |
| Kaleen Anderson | Skyline Financial NW | Portland | Not listed | Percentage of assets, One-time planning fee |
| Lance Johnson | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Trevor Bruno | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Jerry Davis | Rain or Shine Planning | Portland | PFS | Percentage of assets, Hourly |
| Cameron Marzi | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
| Todd Thompson | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
| Joann Donangelo | Evanson Asset Management | Reedsport | Not listed | Ongoing planning fee, One-time planning fee |
| Joseph Opsahl | Defined Wealth Management | Beaverton | Not listed | Ongoing planning fee, One-time planning fee |
| Linden Cornett | Seagrass Financial | Portland | Not listed | Ongoing planning fee, One-time planning fee |
| Lindsey Cole | Venture Forth Financial | Portland | Not listed | Percentage of assets, Hourly |
| Dylan Browning | Browning Capital Management | Sisters | Not listed | Percentage of assets, One-time planning fee |
| Garrett Bergby | Treeline Financial Planning | Bend | Not listed | Ongoing planning fee, One-time planning fee |
| Scott Browning | Browning Capital Management | Sisters | Not listed | Percentage of assets, One-time planning fee |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes