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Wellspent public graph/Locations/United States/Oregon
United States

Fee-only advisors in Oregon

Fee-only advisors in Portland, Lake Oswego and Bend, plus 37 other cities.

What fee-only financial advisors charge in Oregon

By the numbers

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.

Advisors listed
500
Firms
217
Cities
40
Hold the CFP
36%
  • Other credentials: CFA 7% · CPA 1% · EA 1%
  • How they charge (of 498 with fees on file): percentage of assets 92% · hourly 56% · fixed fees 53% · ongoing planning fee 9%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Oregon (500)

Fee-only advisors serving Oregon: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Craig Nelson Red Sky Financial Planning, LLC Wilsonville CFP, CPA Flat fee or retainer, Percentage of assets
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
Tracy Baron Garcia TBG Investing Lake Oswego CFP, MBA Ongoing planning fee, One-time planning fee
Adam Cornwell North Ridge Wealth Advisors Beaverton CFA, CFP Percentage of assets
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
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
Grant Bledsoe Three Oaks Wealth Lake Oswego AIF, CEPA, CFA, CFP Percentage of assets, Hourly
Jonas Merrill Pathlight Financial Planning Portland CFP Percentage of assets, Ongoing 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
Brenna Baucum Collective Wealth Planning, LLC Salem CFP Hourly, Ongoing planning fee
Brenna Jensen-Baucum Collective Wealth Planning Salem CFP Hourly, Ongoing planning fee
Brent Hamilton WBH Financial Services, LLC Lake Oswego CDFA, CFP, EA, MS Ongoing planning fee, One-time planning fee
Corey Beal Empowering Finance, LLC Portland CFP Flat fee or retainer, Hourly
Eric Imley Soaring Investment Management, LLC Portland CFP, MFA, CKA, CFA Percentage of assets, Hourly
Eric Thomas Clarity Capital Management Portland CFP Percentage of assets, Ongoing 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
Justin Harvey APM Wealth, LLC Portland CFP, ChFC, RICP Ongoing planning fee
Lisa Mesquit Soaring Investment Management, LLC Portland CFA, CFP, ChFC Percentage of assets, Hourly
Meg van den Már Alongside Financial Partners, LLC Bend CFP Percentage of assets
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
Clayton Phillips Clarity Financial Beaverton CFP Percentage of assets, Hourly
Joanne Boorman Silver Oak Advisory Group Portland CFP Percentage of assets, Ongoing planning fee
Ryan Murphy Pacific Coast Investment Advisors, LLC West Linn AIF, CFP, MSFP Percentage of assets, Hourly
Scott Malbasa Adelphi Wealth Advisory Portland CFP, JD Percentage of assets, Hourly
Stacy Dervin Tailored Financial Planning, LLC Eugene CFP, CFA Percentage of assets, Flat fee or retainer
Alex Krider Avier Wealth Advisors Lake Oswego CFP, EA, MBA Percentage of assets
Andy Mardock ViviFi Planning Bend CFP, MBA Ongoing planning fee
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
Nicholas Pihl Pihl Financial Planning Milwaukie CFA, CFP Percentage of assets, Fixed fees
Tyler Elliott Watershed Wealth Planning LLC Portland CFP, JD Ongoing planning fee
Richard Whitton RWW Financial Consulting Portland CFP, ChFC Percentage of assets, Ongoing planning fee
Anika Hedstrom Uplevel Wealth LLC Portland CFP, MBA Ongoing planning fee
Aaron Hillman Skyline Financial NW Portland CFP Percentage of assets, One-time planning fee
Jason Gong Lifelong Wealth Management Group Lake Oswego CFP, ChFC Percentage of assets
Robert Severdia Nest Financial Planning Hood River CFP Percentage of assets, One-time planning fee
Wai Ngan Yu Summa Global Advisors Clackamas CFP Percentage of assets, Fixed fees
Georgia Hussey Modernist Financial Portland CFP Percentage of assets, Hourly
Gregory Fowler Integrated Capital Planning Bend CFP Percentage of assets, Hourly
Jacque Lefore Womack Wealth and Business Management Portland CFP Percentage of assets, Hourly
John Schniepp Cascade Financial Strategies Bend CFP, ChFC Percentage of assets, Hourly
Kenneth Carraro Financial Planning Northwest Portland CFP Hourly, One-time planning fee
Stephen Andrusko Integrated Capital Planning Bend CFP Percentage of assets, Hourly
Alicia Martinez Divergent Financial Advisory Services (DiFi Advisory) Salem Not listed One-time planning fee, Hourly

Firms headquartered in Oregon (191)

All 191 firms in Oregon