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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
Karan Narayan Iraddi Magnolia Growth Capital Portland Not listed Percentage of assets
Katie Fallin JGC Tax & Wealth Management Salem Not listed Percentage of assets, Hourly
Kevin Greig Greig, Kevin P Eugene Not listed Percentage of assets, Hourly
Kobe Gustafson CGC Financial Services Lake Oswego Not listed Percentage of assets
Kristen Hughes Phillips and Company Advisors Portland Not listed Percentage of assets, Fixed fees
Kurt Potter Keudell Morrison Wealth Management Salem Not listed Percentage of assets, Fixed fees
Kyle Hoelzle Physician Family Financial Advisors Beaverton Not listed Fixed fees
Landon Davis True Private Wealth Advisors Salem Not listed Percentage of assets, Hourly
Lillian Widolff Auxier Asset Management Aurora Not listed Percentage of assets
Luke Auxier Auxier Asset Management Aurora Not listed Percentage of assets
Lynn McKelvey Mckelvey Wealth Management Tigard Not listed Percentage of assets, Hourly
Maria Olsen True Private Wealth Advisors Mcminnville Not listed Percentage of assets, Hourly
Marie Taylor Etesian Wealth Advisors West Linn Not listed Percentage of assets, Hourly
Mark Biallas Sound Investment Management Tualatin Not listed Percentage of assets
Mark Loewen Phillips and Company Advisors Portland Not listed Percentage of assets, Fixed fees
Mark Paladijczuk Black Diamond Financial Bend Not listed Percentage of assets, Hourly
Matthew Dickson Littlejohn Financial Services Roseburg Not listed Percentage of assets, Hourly
Matthew Schmidt Phillips and Company Advisors Portland Not listed Percentage of assets, Fixed fees
Maximus Molyneux CGC Financial Services Lake Oswego Not listed Percentage of assets
Michael Barr True Private Wealth Advisors Salem Not listed Percentage of assets, Hourly
Michael Davis True Private Wealth Advisors Salem Not listed Percentage of assets, Hourly
Michael Goodrich Phillips and Company Advisors Portland Not listed Percentage of assets, Fixed fees
Michael Hardy Phillips and Company Advisors Portland Not listed Percentage of assets, Fixed fees
Michael Long True Private Wealth Advisors Salem Not listed Percentage of assets, Hourly
Michael Morrison Keudell Morrison Wealth Management Salem Not listed Percentage of assets, Fixed fees
Michael Musco Pinnacle Wealth Advisors Bend Not listed Percentage of assets, Hourly
Michael Rue Etesian Wealth Advisors West Linn Not listed Percentage of assets, Hourly
Michelle Onaka Clarity Wealth Development Corvallis Not listed Percentage of assets, Hourly
Mitchell Iliyn Auxier Asset Management Aurora Not listed Percentage of assets
Nathan Reineke Physician Family Financial Advisors Beaverton Not listed Fixed fees
Noah Steinbrenner CGC Financial Services Lake Oswego Not listed Percentage of assets
Patrick Steers Erlandson Wealth Management Beaverton Not listed Percentage of assets, Hourly
Paul Cramer JGC Tax & Wealth Management Salem Not listed Percentage of assets, Hourly
Paul Vermilya Compass Investment Advisers Portland Not listed Percentage of assets, Hourly
Randy Gay Pinnacle Wealth Advisors Clackamas Not listed Percentage of assets, Hourly
Shane Littleton Clarity Wealth Development Corvallis Not listed Percentage of assets, Hourly
Shawn Rae Pinnacle Wealth Advisors Clackamas Not listed Percentage of assets, Hourly
Stacy Noll Phillips and Company Advisors Portland Not listed Percentage of assets, Fixed fees
Stanley Lochrie Etesian Wealth Advisors West Linn Not listed Percentage of assets, Hourly
Stephanie Smith Keudell Morrison Wealth Management Salem Not listed Percentage of assets, Fixed fees
Stephen Altman True Private Wealth Advisors Salem Not listed Percentage of assets, Hourly
Steve Haug Pinnacle Wealth Advisors Clackamas Not listed Percentage of assets, Hourly
Steven Binns True Private Wealth Advisors Salem Not listed Percentage of assets, Hourly
Ted Guerin Blueprint Financial Advisors Portland Not listed Percentage of assets, Hourly
Thomas Edwards Phillips and Company Advisors Portland Not listed Percentage of assets, Fixed fees
Timothy Phillips Phillips and Company Advisors Portland Not listed Percentage of assets, Fixed fees
Todd Gescher True Private Wealth Advisors Salem Not listed Percentage of assets, Hourly
Tyler Nagel Pinnacle Wealth Advisors Clackamas Not listed Percentage of assets, Hourly
Wesley Holt Littlejohn Financial Services Salem Not listed Percentage of assets, Hourly
William Nous Pinnacle Wealth Advisors Clackamas Not listed Percentage of assets, Hourly

Firms headquartered in Oregon (191)

All 191 firms in Oregon