# Virtual financial advisors in Oregon > In Oregon, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Ryan McClung of Crossroads Wealth Planning and Stefanie Pickard of Old Growth Financial. Page: https://find.wellspent.co/by/virtual-financial-advisors/oregon/ 44 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 work with clients virtually in Oregon? In Oregon, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Ryan McClung of Crossroads Wealth Planning and Stefanie Pickard of Old Growth Financial. ## How many fee-only advisors who work with clients virtually in Oregon are there? The Wellspent public graph lists 44 fee-only advisors who work with clients virtually in Oregon, at 31 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who work with clients virtually in Oregon located? Of the 44 fee-only advisors who work with clients virtually in Oregon, 12 are in Portland, followed by 12 in Beaverton and 4 in Bend. ## How do fee-only advisors who work with clients virtually in Oregon charge? The most common fee among fee-only advisors who work with clients virtually in Oregon is a percentage of assets, used by 82% of the 44 with fees on file. Many use more than one: 41% charge a one-time planning fee and 36% charge by the hour. ## How many fee-only advisors who work with clients virtually in Oregon hold the CFP? 50% of the 44 fee-only advisors who work with clients virtually 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 work with clients virtually? We count an advisor here when their firm's website says they work with clients virtually. ## What should I ask fee-only advisors who work with clients virtually in Oregon? Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person? ## How current is this list of fee-only advisors who work with clients virtually 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 | |---|---|---|---|---| | [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 | | [Robert Costello](https://find.wellspent.co/advisors/robert-costello.md) | Costello Financial Planning | Bend, Oregon | CFP | Percentage of assets, Fixed fees | | [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 | | [Ryan McClung](https://find.wellspent.co/advisors/ryan-mcclung.md) | Crossroads Wealth Planning | Lake Oswego, Oregon | CEPA, CFP, CPA | Hourly, One-time planning fee | | [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 | | [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 | | [Eric Thomas](https://find.wellspent.co/advisors/eric-thomas.md) | Clarity Capital Management | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee | | [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 | | [Stacy Dervin](https://find.wellspent.co/advisors/stacy-dervin.md) | Tailored Financial Planning, LLC | Eugene, Oregon | CFP, CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time 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 | | [Robert Severdia](https://find.wellspent.co/advisors/robert-severdia.md) | Nest Financial Planning | Hood River, Oregon | CFP | Percentage of assets, One-time planning fee | | [Kenneth Carraro](https://find.wellspent.co/advisors/kenneth-carraro.md) | Financial Planning Northwest | Portland, Oregon | CFP | Hourly, One-time planning fee | | [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 | | [Daniel Dollinger](https://find.wellspent.co/advisors/daniel-dollinger.md) | Daniel Dollinger CPA, CFP® | Wilsonville, Oregon | CFP | Percentage of assets, Hourly | | [Elijah Lyons](https://find.wellspent.co/advisors/elijah-lyons.md) | Lookahead Wealth | West Linn, Oregon | CFP | Percentage of assets | | [Ellen Johnson](https://find.wellspent.co/advisors/ellen-johnson.md) | Thistle Wealth | Corvallis, Oregon | | Percentage of assets | | [Erica Nortman](https://find.wellspent.co/advisors/erica-nortman.md) | Capitol Family Office | Beaverton, Oregon | | Percentage of assets | | [Mark Nortman](https://find.wellspent.co/advisors/mark-nortman.md) | Capitol Family Office | Beaverton, Oregon | | Percentage of assets | | [Scott Abrahamson](https://find.wellspent.co/advisors/scott-abrahamson.md) | SpringSource Wealth Advisors | Hillsboro, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Casie Dunning](https://find.wellspent.co/advisors/casie-dunning.md) | Rain or Shine Planning | Portland, Oregon | CFP | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Goran Ognjenovic](https://find.wellspent.co/advisors/goran-ognjenovic.md) | Independent Investment Advisors | Hillsboro, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Nagy](https://find.wellspent.co/advisors/jonathan-nagy.md) | Alpine Road Financial | Bend, Oregon | | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Lance Johnson](https://find.wellspent.co/advisors/lance-johnson.md) | ROI Financial Advisors | Beaverton, Oregon | | Flat fee or retainer, Hourly, Percentage of assets, One-time planning fee | | [Melinda Agosta](https://find.wellspent.co/advisors/melinda-agosta.md) | Farnam Financial | Molalla, Oregon | | Percentage of assets | | [Trevor Bruno](https://find.wellspent.co/advisors/trevor-bruno.md) | ROI Financial Advisors | Beaverton, Oregon | | Flat fee or retainer, Hourly, Percentage of assets, One-time planning fee | | [Brandon Trank](https://find.wellspent.co/advisors/brandon-trank.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [Christian D'Urso](https://find.wellspent.co/advisors/christian-d-urso.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [James Spangler](https://find.wellspent.co/advisors/james-spangler.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [Jeffrey Strode](https://find.wellspent.co/advisors/jeffrey-strode.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Jerry Davis](https://find.wellspent.co/advisors/jerry-davis.md) | Rain or Shine Planning | Portland, Oregon | PFS | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Michael Keeton](https://find.wellspent.co/advisors/michael-keeton.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Mitchel Ludtke](https://find.wellspent.co/advisors/mitchel-ludtke.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Robert Warmkessel](https://find.wellspent.co/advisors/robert-warmkessel.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Soojin Hwang](https://find.wellspent.co/advisors/soojin-hwang.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Eli Dollinger](https://find.wellspent.co/advisors/eli-dollinger.md) | Daniel Dollinger CPA, CFP® | Wilsonville, Oregon | | Percentage of assets, Hourly | | [Maximillian Morgan](https://find.wellspent.co/advisors/maximillian-morgan.md) | Lookahead Wealth | West Linn, Oregon | | Percentage of assets | | [Garrett Bergby](https://find.wellspent.co/advisors/garrett-bergby.md) | Treeline Financial Planning | Bend, Oregon | | Ongoing planning fee, One-time planning fee | | [Jessica Henrickson](https://find.wellspent.co/advisors/jessica-henrickson.md) | Evexia Wealth | Oregon City, Oregon | | Percentage of assets, Hourly, Fixed fees | ## 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).