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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
Charles Blozinski Integrity Wealth Management Brookings CFP Percentage of assets, Fixed fees
Christopher Pawlowski SpringSource Wealth Advisors Hillsboro CFP Percentage of assets, Hourly
Christopher Winn Interactive Wealth Advisors Portland CFP Percentage of assets
Cindy Kleiner Guiding Financial Eugene CFP Percentage of assets, Hourly
Daniel Dollinger Daniel Dollinger CPA, CFP® Wilsonville CFP Percentage of assets, Hourly
Daniel Jacobson Gabriel Capital Portland CFP Percentage of assets, Hourly
David Anderson Human Investing Lake Oswego CFP Percentage of assets
David Foster Foster & Wood Lake Oswego CFP Percentage of assets, Fixed fees
Diana Harrison Financial Investment Team Portland 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
Erik Miller Interactive Wealth Advisors Portland CFP Percentage of assets
Jacqueline Thompson Allium Financial Advisors Lake Oswego CFP Percentage of assets, Hourly
Jennifer De Thomas Birch Elliott Financial Portland CFP One-time planning fee
Jesse Coffee Integrity Wealth Management Eugene CFP Percentage of assets, Fixed fees
Locke Bielefeldt Willamette Wealth Partners Eugene CFP Percentage of assets
Marc Kadomatsu Human Investing Lake Oswego CFP, ChFC Percentage of assets
Mark Nortman Capitol Family Office Beaverton Not listed Percentage of assets
Matthew Mathiesen Integrity Wealth Management Eugene CFP Percentage of assets, Fixed fees
Nancy Congdon Blue Water Wealth Portland CFP Percentage of assets, Fixed fees
Pradeep Tempalli Allium Financial Advisors Lake Oswego CFP, CFA Percentage of assets, Hourly
Scott Abrahamson SpringSource Wealth Advisors Hillsboro CFP Percentage of assets, Hourly
Scott Sanders Integrity Wealth Management Eugene CFP Percentage of assets, Fixed fees
Steven Jamison Jamison Hanson Salem CFP Percentage of assets, Hourly
William Kellar Human Investing Lake Oswego CFP Percentage of assets
Zachary Guffy Blue Anchor Wealth Advisors Bend CFP Percentage of assets, Hourly
Alix Demartino Defined Wealth Management Beaverton CFP Ongoing planning fee, One-time planning fee
Andrea Easterling Fruitful Portland CFP Percentage of assets, Ongoing planning fee
Brenda Stein Pacific Crest Wealth Management Grant Pass CFP Percentage of assets, Hourly
Casie Dunning Rain or Shine Planning Portland CFP Percentage of assets, Hourly
Chet Baxter Axia Wealth Management Bend CFP Percentage of assets, Hourly
Christopher Hatfield Defined Wealth Management Beaverton CFP Ongoing planning fee, One-time planning fee
David Case Planful Finance Lake Oswego CFP Percentage of assets, One-time planning fee
Douglas Richards Crest Financial Elmira CFP, ChFC Flat fee or retainer, Hourly
Frederick Payne Swiftwater Capital Lake Oswego CFP Percentage of assets, Hourly
Hugo Sanchez Koenig Investment Advisory Ashland CFP Percentage of assets
Jacob Becker Portland Private Wealth Management Portland CFP Percentage of assets, Hourly
Jan Schalkwijk JPS Global Investments West Linn CFA Hourly, One-time planning fee
Jeffrey McCullough Koenig Investment Advisory Ashland CFP Percentage of assets
John Burnside Burnside and Company Oregon City CFP Flat fee or retainer
Lorrie Anne Miller Koenig Investment Advisory Ashland CFP Percentage of assets
Ryan Genor CLS Financial Advisors Portland PFS Percentage of assets, Ongoing planning fee
Sarah Lane CLS Financial Advisors Portland PFS Percentage of assets, Ongoing planning fee
Scott Frey Planful Finance Lake Oswego CFP Percentage of assets, One-time planning fee
Sean Burgess Burgess Financial Planning Portland CFP Hourly
William Lewis W.H. Lewis Financial Eugene CFP Percentage of assets, Hourly
Alexander Bowers Pinestar Capital Advisors Portland Not listed Percentage of assets, Hourly
Amanda Sletmoe Skyline Financial NW Portland Not listed Percentage of assets, One-time planning fee
Andrew Gladhill Human Investing Lake Oswego CFA Percentage of assets

Firms headquartered in Oregon (191)

All 191 firms in Oregon