# Fee-only financial advisors in Oregon, United States > Fee-only advisors in Portland, Lake Oswego and Bend, plus 37 other cities. The Wellspent public graph lists 500 fee-only financial advisors serving Oregon at 217 firms, most in Portland, Lake Oswego and Bend. 36% hold the CFP certification. Of the 498 with fees on file, 92% charge percentage of assets. Page: https://find.wellspent.co/locations/us/oregon/ 500 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Craig Nelson](https://find.wellspent.co/advisors/craig-nelson.md) | Red Sky Financial Planning, LLC | Wilsonville, Oregon | CFP, CPA | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [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 | | [Tracy Baron Garcia](https://find.wellspent.co/advisors/tracy-baron-garcia.md) | TBG Investing | Lake Oswego, Oregon | CFP, MBA | Ongoing planning fee, One-time planning fee | | [Adam Cornwell](https://find.wellspent.co/advisors/adam-cornwell.md) | North Ridge Wealth Advisors | Beaverton, Oregon | CFA, CFP | Percentage of assets | | [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 | | [Britton Wellington](https://find.wellspent.co/advisors/britton-wellington.md) | Real Agency Wealth | Beaverton, Oregon | CFP, EA | Percentage of assets, 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 | | [Grant Bledsoe](https://find.wellspent.co/advisors/grant-bledsoe.md) | Three Oaks Wealth | Lake Oswego, Oregon | AIF, CEPA, CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Jonas Merrill](https://find.wellspent.co/advisors/jonas-merrill.md) | Pathlight Financial Planning | Portland, Oregon | CFP | Percentage of assets, Ongoing 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 | | [Brenna Baucum](https://find.wellspent.co/advisors/brenna-baucum.md) | Collective Wealth Planning, LLC | Salem, Oregon | CFP | Hourly, Ongoing planning fee | | [Brenna Jensen-Baucum](https://find.wellspent.co/advisors/brenna-jensen-baucum.md) | Collective Wealth Planning | Salem, Oregon | CFP | Hourly, Ongoing 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 | | [Corey Beal](https://find.wellspent.co/advisors/corey-beal.md) | Empowering Finance, LLC | Portland, Oregon | CFP | Flat fee or retainer, Hourly, Ongoing planning fee | | [Eric Imley](https://find.wellspent.co/advisors/eric-imley.md) | Soaring Investment Management, LLC | Portland, Oregon | CFP, MFA, CKA, CFA | Percentage of assets, Hourly | | [Eric Thomas](https://find.wellspent.co/advisors/eric-thomas.md) | Clarity Capital Management | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee | | [Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa®](https://find.wellspent.co/advisors/joe-alfonso-cfp-chfc-ea-ricp-rssa.md) | Aegis Financial Advisory | Lake Oswego, Oregon | CFP, ChFC, EA, RICP, TPCP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Justin Harvey](https://find.wellspent.co/advisors/justin-harvey.md) | APM Wealth, LLC | Portland, Oregon | CFP, ChFC, RICP | Ongoing planning fee | | [Lisa Mesquit](https://find.wellspent.co/advisors/lisa-mesquit.md) | Soaring Investment Management, LLC | Portland, Oregon | CFA, CFP, ChFC | Percentage of assets, Hourly | | [Meg van den Már](https://find.wellspent.co/advisors/meg-van-den-mar.md) | Alongside Financial Partners, LLC | Bend, Oregon | CFP | Percentage of assets | | [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 | | [Clayton Phillips](https://find.wellspent.co/advisors/clayton-phillips.md) | Clarity Financial | Beaverton, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Joanne Boorman](https://find.wellspent.co/advisors/joanne-boorman.md) | Silver Oak Advisory Group | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Ryan Murphy](https://find.wellspent.co/advisors/ryan-murphy.md) | Pacific Coast Investment Advisors, LLC | West Linn, Oregon | AIF, CFP, MSFP | Percentage of assets, Hourly, Fixed fees | | [Scott Malbasa](https://find.wellspent.co/advisors/scott-malbasa.md) | Adelphi Wealth Advisory | Portland, Oregon | CFP, JD | Percentage of assets, Hourly, Fixed fees | | [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 | | [Alex Krider](https://find.wellspent.co/advisors/alex-krider.md) | Avier Wealth Advisors | Lake Oswego, Oregon | CFP, EA, MBA | Percentage of assets | | [Andy Mardock](https://find.wellspent.co/advisors/andy-mardock.md) | ViviFi Planning | Bend, Oregon | CFP, MBA | Ongoing 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 | | [Nicholas Pihl](https://find.wellspent.co/advisors/nicholas-pihl.md) | Pihl Financial Planning | Milwaukie, Oregon | CFA, CFP | Percentage of assets, Fixed fees | | [Tyler Elliott](https://find.wellspent.co/advisors/tyler-elliott.md) | Watershed Wealth Planning LLC | Portland, Oregon | CFP, JD | Ongoing planning fee | | [Richard Whitton](https://find.wellspent.co/advisors/richard-whitton.md) | RWW Financial Consulting | Portland, Oregon | CFP, ChFC | Percentage of assets, Ongoing planning fee, Hourly | | [Anika Hedstrom](https://find.wellspent.co/advisors/anika-hedstrom.md) | Uplevel Wealth LLC | Portland, Oregon | CFP, MBA | Ongoing planning fee | | [Aaron Hillman](https://find.wellspent.co/advisors/aaron-hillman.md) | Skyline Financial NW | Portland, Oregon | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Jason Gong](https://find.wellspent.co/advisors/jason-gong.md) | Lifelong Wealth Management Group | Lake Oswego, Oregon | CFP, ChFC | Percentage of assets | | [Robert Severdia](https://find.wellspent.co/advisors/robert-severdia.md) | Nest Financial Planning | Hood River, Oregon | CFP | Percentage of assets, One-time planning fee | | [Wai Ngan Yu](https://find.wellspent.co/advisors/wai-ngan-yu.md) | Summa Global Advisors | Clackamas, Oregon | CFP | Percentage of assets, Fixed fees | | [Georgia Hussey](https://find.wellspent.co/advisors/georgia-hussey.md) | Modernist Financial | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Gregory Fowler](https://find.wellspent.co/advisors/gregory-fowler.md) | Integrated Capital Planning | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacque Lefore](https://find.wellspent.co/advisors/jacque-lefore.md) | Womack Wealth and Business Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [John Schniepp](https://find.wellspent.co/advisors/john-schniepp.md) | Cascade Financial Strategies | Bend, Oregon | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Kenneth Carraro](https://find.wellspent.co/advisors/kenneth-carraro.md) | Financial Planning Northwest | Portland, Oregon | CFP | Hourly, One-time planning fee | | [Stephen Andrusko](https://find.wellspent.co/advisors/stephen-andrusko.md) | Integrated Capital Planning | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Alicia Martinez](https://find.wellspent.co/advisors/alicia-martinez.md) | Divergent Financial Advisory Services (DiFi Advisory) | Salem, Oregon | | One-time planning fee, Hourly | | [Charles Blozinski](https://find.wellspent.co/advisors/charles-blozinski.md) | Integrity Wealth Management | Brookings, Oregon | CFP | Percentage of assets, Fixed fees | | [Christopher Pawlowski](https://find.wellspent.co/advisors/christopher-pawlowski.md) | SpringSource Wealth Advisors | Hillsboro, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Winn](https://find.wellspent.co/advisors/christopher-winn.md) | Interactive Wealth Advisors | Portland, Oregon | CFP | Percentage of assets | | [Cindy Kleiner](https://find.wellspent.co/advisors/cindy-kleiner.md) | Guiding Financial | Eugene, 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 | | [Daniel Jacobson](https://find.wellspent.co/advisors/daniel-jacobson.md) | Gabriel Capital | Portland, Oregon | CFP | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee | | [David Anderson](https://find.wellspent.co/advisors/david-anderson-6721929.md) | Human Investing | Lake Oswego, Oregon | CFP | Percentage of assets | | [David Foster](https://find.wellspent.co/advisors/david-foster-4584178.md) | Foster & Wood | Lake Oswego, Oregon | CFP | Percentage of assets, Fixed fees | | [Diana Harrison](https://find.wellspent.co/advisors/diana-harrison.md) | Financial Investment Team | Portland, 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 | | [Erik Miller](https://find.wellspent.co/advisors/erik-miller-1835810.md) | Interactive Wealth Advisors | Portland, Oregon | CFP | Percentage of assets | | [Jacqueline Thompson](https://find.wellspent.co/advisors/jacqueline-thompson.md) | Allium Financial Advisors | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Jennifer De Thomas](https://find.wellspent.co/advisors/jennifer-de-thomas.md) | Birch Elliott Financial | Portland, Oregon | CFP | One-time planning fee | | [Jesse Coffee](https://find.wellspent.co/advisors/jesse-coffee.md) | Integrity Wealth Management | Eugene, Oregon | CFP | Percentage of assets, Fixed fees | | [Locke Bielefeldt](https://find.wellspent.co/advisors/locke-bielefeldt.md) | Willamette Wealth Partners | Eugene, Oregon | CFP | Percentage of assets | | [Marc Kadomatsu](https://find.wellspent.co/advisors/marc-kadomatsu.md) | Human Investing | Lake Oswego, Oregon | CFP, ChFC | Percentage of assets | | [Mark Nortman](https://find.wellspent.co/advisors/mark-nortman.md) | Capitol Family Office | Beaverton, Oregon | | Percentage of assets | | [Matthew Mathiesen](https://find.wellspent.co/advisors/matthew-mathiesen.md) | Integrity Wealth Management | Eugene, Oregon | CFP | Percentage of assets, Fixed fees | | [Nancy Congdon](https://find.wellspent.co/advisors/nancy-congdon.md) | Blue Water Wealth | Portland, Oregon | CFP | Percentage of assets, Fixed fees | | [Pradeep Tempalli](https://find.wellspent.co/advisors/pradeep-tempalli.md) | Allium Financial Advisors | Lake Oswego, Oregon | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Scott Abrahamson](https://find.wellspent.co/advisors/scott-abrahamson.md) | SpringSource Wealth Advisors | Hillsboro, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Sanders](https://find.wellspent.co/advisors/scott-sanders.md) | Integrity Wealth Management | Eugene, Oregon | CFP | Percentage of assets, Fixed fees | | [Steven Jamison](https://find.wellspent.co/advisors/steven-jamison.md) | Jamison Hanson | Salem, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [William Kellar](https://find.wellspent.co/advisors/william-kellar.md) | Human Investing | Lake Oswego, Oregon | CFP | Percentage of assets | | [Zachary Guffy](https://find.wellspent.co/advisors/zachary-guffy.md) | Blue Anchor Wealth Advisors | Bend, Oregon | CFP | Percentage of assets, Hourly | | [Alix Demartino](https://find.wellspent.co/advisors/alix-demartino.md) | Defined Wealth Management | Beaverton, Oregon | CFP | Ongoing planning fee, One-time planning fee | | [Andrea Easterling](https://find.wellspent.co/advisors/andrea-easterling.md) | Fruitful | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee | | [Brenda Stein](https://find.wellspent.co/advisors/brenda-stein.md) | Pacific Crest Wealth Management | Grant Pass, 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 | | [Chet Baxter](https://find.wellspent.co/advisors/chet-baxter.md) | Axia Wealth Management | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Hatfield](https://find.wellspent.co/advisors/christopher-hatfield.md) | Defined Wealth Management | Beaverton, Oregon | CFP | Ongoing planning fee, One-time planning fee | | [David Case](https://find.wellspent.co/advisors/david-case.md) | Planful Finance | Lake Oswego, Oregon | CFP | Percentage of assets, One-time planning fee | | [Douglas Richards](https://find.wellspent.co/advisors/douglas-richards.md) | Crest Financial | Elmira, Oregon | CFP, ChFC | Flat fee or retainer, Hourly | | [Frederick Payne](https://find.wellspent.co/advisors/frederick-payne.md) | Swiftwater Capital | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Hugo Sanchez](https://find.wellspent.co/advisors/hugo-sanchez.md) | Koenig Investment Advisory | Ashland, Oregon | CFP | Percentage of assets | | [Jacob Becker](https://find.wellspent.co/advisors/jacob-becker.md) | Portland Private Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Performance-based fees | | [Jan Schalkwijk](https://find.wellspent.co/advisors/jan-schalkwijk.md) | JPS Global Investments | West Linn, Oregon | CFA | Hourly, One-time planning fee | | [Jeffrey McCullough](https://find.wellspent.co/advisors/jeffrey-mccullough.md) | Koenig Investment Advisory | Ashland, Oregon | CFP | Percentage of assets | | [John Burnside](https://find.wellspent.co/advisors/john-burnside.md) | Burnside and Company | Oregon City, Oregon | CFP | Flat fee or retainer | | [Lorrie Anne Miller](https://find.wellspent.co/advisors/lorrie-anne-miller.md) | Koenig Investment Advisory | Ashland, Oregon | CFP | Percentage of assets | | [Ryan Genor](https://find.wellspent.co/advisors/ryan-genor.md) | CLS Financial Advisors | Portland, Oregon | PFS | Percentage of assets, Ongoing planning fee | | [Sarah Lane](https://find.wellspent.co/advisors/sarah-lane.md) | CLS Financial Advisors | Portland, Oregon | PFS | Percentage of assets, Ongoing planning fee | | [Scott Frey](https://find.wellspent.co/advisors/scott-frey.md) | Planful Finance | Lake Oswego, Oregon | CFP | Percentage of assets, One-time planning fee | | [Sean Burgess](https://find.wellspent.co/advisors/sean-burgess.md) | Burgess Financial Planning | Portland, Oregon | CFP | Hourly | | [William Lewis](https://find.wellspent.co/advisors/william-lewis.md) | W.H. Lewis Financial | Eugene, Oregon | CFP | Percentage of assets, Hourly | | [Alexander Bowers](https://find.wellspent.co/advisors/alexander-bowers.md) | Pinestar Capital Advisors | Portland, Oregon | | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee | | [Amanda Sletmoe](https://find.wellspent.co/advisors/amanda-sletmoe.md) | Skyline Financial NW | Portland, Oregon | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Andrew Gladhill](https://find.wellspent.co/advisors/andrew-gladhill.md) | Human Investing | Lake Oswego, Oregon | CFA | Percentage of assets | | [Cameron Tonning](https://find.wellspent.co/advisors/cameron-tonning.md) | 2260 West | Bend, Oregon | CFP | Hourly | | [Craig Olson](https://find.wellspent.co/advisors/craig-olson.md) | VergePointe | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [David Walters](https://find.wellspent.co/advisors/david-walters.md) | Palisades Hudson Financial Group | Hillsboro, Oregon | CFP | Percentage of assets, Fixed fees | | [Dirk Conradie](https://find.wellspent.co/advisors/dirk-conradie.md) | Wealth Advisors Northwest | Portland, Oregon | PFS | Percentage of assets, Fixed fees | | [Edgar Heissler](https://find.wellspent.co/advisors/edgar-heissler.md) | Heissler Financial | Gresham, Oregon | CFP, ChFC | Percentage of assets | | [Emily Zinn](https://find.wellspent.co/advisors/emily-zinn.md) | Multnomah Group | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Geoffrey Dougall](https://find.wellspent.co/advisors/geoffrey-dougall.md) | Wealth Advisors Northwest | Portland, Oregon | PFS | Percentage of assets, Fixed fees | | [Goran Ognjenovic](https://find.wellspent.co/advisors/goran-ognjenovic.md) | Independent Investment Advisors | Hillsboro, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jake Larson](https://find.wellspent.co/advisors/jake-larson.md) | Multnomah Group | Portland, Oregon | CFP | 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 | | [Jordan Fee](https://find.wellspent.co/advisors/jordan-fee.md) | Allium Financial Advisors | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Kaleen Anderson](https://find.wellspent.co/advisors/kaleen-anderson.md) | Skyline Financial NW | Portland, Oregon | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Keegan Denn](https://find.wellspent.co/advisors/keegan-denn.md) | FIDELIS iM | Medford, Oregon | CFP | Percentage of assets, Fixed fees | | [Kyle Dover](https://find.wellspent.co/advisors/kyle-dover.md) | 2260 West | Bend, Oregon | CFP | Hourly | | [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 | | [Matthew Vance](https://find.wellspent.co/advisors/matthew-vance.md) | VergePointe | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Megan Buchanan](https://find.wellspent.co/advisors/megan-buchanan.md) | Horizons Sustainable Financial Services | Milwaukie, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Melinda Agosta](https://find.wellspent.co/advisors/melinda-agosta.md) | Farnam Financial | Molalla, Oregon | | Percentage of assets | | [Nathan Reagan](https://find.wellspent.co/advisors/nathan-reagan.md) | Handy & Company Financial Advisors | Lake Oswego, Oregon | PFS | Percentage of assets, Hourly, Fixed fees | | [Nelson Rutherford](https://find.wellspent.co/advisors/nelson-rutherford.md) | Multnomah Group | Portland, Oregon | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Nicholas Blankl](https://find.wellspent.co/advisors/nicholas-blankl.md) | Consilium Wealth Advisory | West Linn, Oregon | CFA | Percentage of assets, Fixed fees | | [Paige Clausen](https://find.wellspent.co/advisors/paige-clausen.md) | 2260 West | Bend, Oregon | CFP | Hourly | | [Ronald Colson](https://find.wellspent.co/advisors/ronald-colson.md) | Viento Financial Group | Hood River, Oregon | CFP | Percentage of assets | | [Scott Theodorson](https://find.wellspent.co/advisors/scott-theodorson.md) | VergePointe | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Slevin-Vegdahl](https://find.wellspent.co/advisors/timothy-slevin-vegdahl.md) | Multnomah Group | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Valerie Tucker](https://find.wellspent.co/advisors/valerie-tucker.md) | Summa Global Advisors | Clackamas, Oregon | | Percentage of assets, Fixed fees | | [Alejandra Peña](https://find.wellspent.co/advisors/alejandra-pena.md) | Modernist Financial | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Andrew Jamison](https://find.wellspent.co/advisors/andrew-jamison.md) | Main Avenue Financial Services, LLC | Beaverton, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Bernard Tan](https://find.wellspent.co/advisors/bernard-tan.md) | Modernist Financial | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Brandon Trank](https://find.wellspent.co/advisors/brandon-trank.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [Casey Cleveland](https://find.wellspent.co/advisors/casey-cleveland.md) | Horst & Graben Wealth Management | Portland, Oregon | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Christian D'Urso](https://find.wellspent.co/advisors/christian-d-urso.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [Christopher Jones](https://find.wellspent.co/advisors/christopher-jones-5589564.md) | JGP Wealth Management | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [James Conrads](https://find.wellspent.co/advisors/james-conrads.md) | Capstone Wealth Management Group | Bend, Oregon | CFP | Hourly | | [James Spangler](https://find.wellspent.co/advisors/james-spangler.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [Jefferson Withnell](https://find.wellspent.co/advisors/jefferson-withnell.md) | JGP Wealth Management | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Strode](https://find.wellspent.co/advisors/jeffrey-strode.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Jeffrey Yamada](https://find.wellspent.co/advisors/jeffrey-yamada.md) | MCS Family Wealth Advisors | Bend, Oregon | BA, CDFA, CFP, MBA | Percentage of assets, Hourly | | [Jeremy Watson](https://find.wellspent.co/advisors/jeremy-watson.md) | Davidson & Watson Financial | Lake Oswego, Oregon | CFP | Percentage of assets, Fixed fees | | [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 | | [Jim Corbeau](https://find.wellspent.co/advisors/jim-corbeau.md) | Springwater Wealth Management | Lake Oswego, Oregon | CDFA, CFP, MBA | | | [Katie Martin Hewitt](https://find.wellspent.co/advisors/katie-martin-hewitt.md) | Cascade Financial Strategies | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Kay Dee Cole](https://find.wellspent.co/advisors/kay-dee-cole.md) | Clarity Wealth Development | Corvallis, Oregon | CeFT, CFP, RLP, PhD | Percentage of assets, Hourly, Fixed fees | | [Kelly McDermott](https://find.wellspent.co/advisors/kelly-mcdermott.md) | Serene Point Advisors | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Kim Hall](https://find.wellspent.co/advisors/kim-hall.md) | Clarity Wealth Development | Corvallis, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Loren Gard](https://find.wellspent.co/advisors/loren-gard.md) | Capstone Wealth Management Group | Bend, Oregon | CFP | Hourly | | [Marc Eppinger](https://find.wellspent.co/advisors/marc-eppinger.md) | Cascade Financial Strategies | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Michael Keeton](https://find.wellspent.co/advisors/michael-keeton.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Michael McCabe](https://find.wellspent.co/advisors/michael-mccabe.md) | Kera Capital | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Mitchel Ludtke](https://find.wellspent.co/advisors/mitchel-ludtke.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Natalie Slagle](https://find.wellspent.co/advisors/natalie-slagle.md) | Fyooz Financial Planning LLC | Portland, Oregon | CFP | | | [Peter De Graff](https://find.wellspent.co/advisors/peter-de-graff.md) | Taurus Capital Advisors | Lake Oswego, Oregon | CFA, CFP, MBA | Percentage of assets, Hourly | | [Philip Bagdade](https://find.wellspent.co/advisors/philip-bagdade.md) | Blue River Capital Management | Portland, Oregon | CFA | Percentage of assets | | [Rebecca Phillips](https://find.wellspent.co/advisors/rebecca-phillips-8227238.md) | Horst & Graben Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Warmkessel](https://find.wellspent.co/advisors/robert-warmkessel.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Rowan Colby](https://find.wellspent.co/advisors/rowan-colby.md) | JGP Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Coffee](https://find.wellspent.co/advisors/ryan-coffee.md) | JGP Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Sarinah Gigliotti](https://find.wellspent.co/advisors/sarinah-gigliotti.md) | JGP Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Selene Sullivan](https://find.wellspent.co/advisors/selene-sullivan.md) | Pacific Crest Wealth Management | Eugene, Oregon | PFS | Percentage of assets, Hourly, Fixed fees | | [Shannon Jones](https://find.wellspent.co/advisors/shannon-jones.md) | JGP Wealth Management | Bend, Oregon | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Soojin Hwang](https://find.wellspent.co/advisors/soojin-hwang.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Stephanie Lum](https://find.wellspent.co/advisors/stephanie-lum.md) | CLS Financial Advisors | Lake Oswego, Oregon | | Percentage of assets, Ongoing planning fee | | [Todd Brundage](https://find.wellspent.co/advisors/todd-brundage.md) | Pacific Capital Works | Portland, Oregon | CFP, ChFC, MBA | Percentage of assets, Hourly, Fixed fees | | [Todd Porterfield](https://find.wellspent.co/advisors/todd-porterfield.md) | Fairchild Capital LLC | Portland, Oregon | CFP, RICP | Percentage of assets, Hourly | | [William Carmichael](https://find.wellspent.co/advisors/william-carmichael.md) | JGP Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [William Paustian](https://find.wellspent.co/advisors/william-paustian.md) | JGP Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Aaron Nielsen](https://find.wellspent.co/advisors/aaron-nielsen.md) | Shared Prosperity Group | Portland, Oregon | | Percentage of assets | | [Aaron Rivers](https://find.wellspent.co/advisors/aaron-rivers.md) | Living Earth Investments | Bend, Oregon | | Percentage of assets | | [Amanda Earlywine](https://find.wellspent.co/advisors/amanda-earlywine.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Andrew Nelson](https://find.wellspent.co/advisors/andrew-nelson.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Ashley Micciche](https://find.wellspent.co/advisors/ashley-micciche.md) | True North Retirement Advisors | Clackamas, Oregon | | Percentage of assets, Fixed fees | | [Austin Pearce](https://find.wellspent.co/advisors/austin-pearce.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Autumn Armbruster](https://find.wellspent.co/advisors/autumn-armbruster.md) | MSP Wealth Management | Klamath Falls, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Benjamin Newell](https://find.wellspent.co/advisors/benjamin-newell.md) | Miller Financial Group | Portland, Oregon | | Percentage of assets | | [Cameron Marzi](https://find.wellspent.co/advisors/cameron-marzi.md) | Rogue Advisors | Grants Pass, Oregon | | Percentage of assets, Hourly, One-time planning fee | | [Carrie Jorgensen](https://find.wellspent.co/advisors/carrie-jorgensen.md) | Wealth Advisors Northwest | Portland, Oregon | | Percentage of assets, Fixed fees | | [Cole Thomas](https://find.wellspent.co/advisors/cole-thomas.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Cort Morris](https://find.wellspent.co/advisors/cort-morris.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Daniel Botti](https://find.wellspent.co/advisors/daniel-botti.md) | Peregrine Asset Advisers | Portland, Oregon | | Percentage of assets | | [Daniel Evans](https://find.wellspent.co/advisors/daniel-evans-2558673.md) | StrategyCap | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [David Hofer](https://find.wellspent.co/advisors/david-hofer.md) | Brightwood Ventures | Tigard, Oregon | CFA | Percentage of assets, Hourly | | [David Wilson](https://find.wellspent.co/advisors/david-wilson.md) | True North Retirement Advisors | Clackamas, Oregon | | Percentage of assets, Fixed fees | | [Drake Dunlap](https://find.wellspent.co/advisors/drake-dunlap.md) | Wealth Advisors Northwest | Portland, Oregon | | Percentage of assets, Fixed fees | | [Drayton Carlberg](https://find.wellspent.co/advisors/drayton-carlberg.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Dustin Fadenrecht](https://find.wellspent.co/advisors/dustin-fadenrecht.md) | Veridan Wealth | West Linn, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Eli Dollinger](https://find.wellspent.co/advisors/eli-dollinger.md) | Daniel Dollinger CPA, CFP® | Wilsonville, Oregon | | Percentage of assets, Hourly | | [Elizabeth Kombrink](https://find.wellspent.co/advisors/elizabeth-kombrink.md) | Willamette Wealth Partners | Eugene, Oregon | | Percentage of assets | | [Erik Daley](https://find.wellspent.co/advisors/erik-daley.md) | Multnomah Group | Portland, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Fiona Capell](https://find.wellspent.co/advisors/fiona-capell.md) | Blue Anchor Wealth Advisors | Bend, Oregon | | Percentage of assets, Hourly | | [Gerrin Degroot](https://find.wellspent.co/advisors/gerrin-degroot.md) | MSP Wealth Management | Klamath Falls, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Grant Finter](https://find.wellspent.co/advisors/grant-finter.md) | Axiom Wealth Strategies | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Grant Kerger](https://find.wellspent.co/advisors/grant-kerger.md) | Peregrine Asset Advisers | Portland, Oregon | | Percentage of assets | | [Gunnar Marino](https://find.wellspent.co/advisors/gunnar-marino.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | | [Holly Huddleson](https://find.wellspent.co/advisors/holly-huddleson.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Ian Skurdal](https://find.wellspent.co/advisors/ian-skurdal.md) | RiskBridge Advisors | Eugene, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jada Fouch](https://find.wellspent.co/advisors/jada-fouch.md) | Blue Water Wealth | Portland, Oregon | | Percentage of assets, Fixed fees | | [Jadyn Kerns-Funk](https://find.wellspent.co/advisors/jadyn-kerns-funk.md) | Blue Water Wealth | Portland, Oregon | | Percentage of assets, Fixed fees | | [Jared Pearson](https://find.wellspent.co/advisors/jared-pearson.md) | StrategyCap | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Stuermer](https://find.wellspent.co/advisors/jeffrey-stuermer.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | Showing the first 200 of 500. The full list, page by page: https://find.wellspent.co/locations/us/oregon/?page=2 ## 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).