Virtual financial advisors in Oregon
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.
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.
- 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.
- Stacy Dervin Tailored Financial Planning, LLC, Eugene Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- 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.
By the numbers
- Advisors listed
- 44
- Firms
- 31
- Cities
- 13
- Hold the CFP
- 50%
- Other credentials: CFA 5% · CPA 5% · EA 7%
- How they charge (of 44 with fees on file): percentage of assets 82% · one-time planning fee 41% · hourly 36% · ongoing planning fee 30%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
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.
All 44 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Garrett Dresen | Harbor Horizon Financial | Wilsonville | CFP | Percentage of assets, Flat fee or retainer |
| Harrison Hinz | First Pacific Financial | Portland | CFP | Percentage of assets |
| Robert Costello | Costello Financial Planning | Bend | CFP | Percentage of assets, Fixed fees |
| 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 |
| Ryan McClung | Crossroads Wealth Planning | Lake Oswego | CEPA, CFP, CPA | Hourly, One-time planning fee |
| 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 |
| Brent Hamilton | WBH Financial Services, LLC | Lake Oswego | CDFA, CFP, EA, MS | Ongoing planning fee, One-time planning fee |
| Eric Thomas | Clarity Capital Management | Portland | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| 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 |
| 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 |
| Christopher Pawlowski | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Daniel Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | CFP | Percentage of assets, Hourly |
| Elijah Lyons | Lookahead Wealth | West Linn | CFP | Percentage of assets |
| Ellen Johnson | Thistle Wealth | Corvallis | Not listed | Percentage of assets |
| Erica Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Mark Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Scott Abrahamson | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Casie Dunning | Rain or Shine Planning | Portland | CFP | Percentage of assets, Hourly |
| Goran Ognjenovic | Independent Investment Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Jonathan Nagy | Alpine Road Financial | Bend | Not listed | Percentage of assets, Flat fee or retainer |
| Lance Johnson | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Melinda Agosta | Farnam Financial | Molalla | Not listed | Percentage of assets |
| Trevor Bruno | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Brandon Trank | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Christian D'Urso | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| James Spangler | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Jeffrey Strode | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Jerry Davis | Rain or Shine Planning | Portland | PFS | Percentage of assets, Hourly |
| Michael Keeton | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Mitchel Ludtke | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Robert Warmkessel | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Soojin Hwang | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Eli Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | Not listed | Percentage of assets, Hourly |
| Maximillian Morgan | Lookahead Wealth | West Linn | Not listed | Percentage of assets |
| Garrett Bergby | Treeline Financial Planning | Bend | Not listed | Ongoing planning fee, One-time planning fee |
| Jessica Henrickson | Evexia Wealth | Oregon City | Not listed | Percentage of assets, Hourly |
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