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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
Cameron Tonning 2260 West Bend CFP Hourly
Craig Olson VergePointe Lake Oswego CFP Percentage of assets, Hourly
David Walters Palisades Hudson Financial Group Hillsboro CFP Percentage of assets, Fixed fees
Dirk Conradie Wealth Advisors Northwest Portland PFS Percentage of assets, Fixed fees
Edgar Heissler Heissler Financial Gresham CFP, ChFC Percentage of assets
Emily Zinn Multnomah Group Portland CFP Percentage of assets, Hourly
Geoffrey Dougall Wealth Advisors Northwest Portland PFS Percentage of assets, Fixed fees
Goran Ognjenovic Independent Investment Advisors Hillsboro Not listed Percentage of assets, Hourly
Jake Larson Multnomah Group Portland CFP Percentage of assets, Hourly
Jonathan Nagy Alpine Road Financial Bend Not listed Percentage of assets, Flat fee or retainer
Jordan Fee Allium Financial Advisors Lake Oswego CFA Percentage of assets, Hourly
Kaleen Anderson Skyline Financial NW Portland Not listed Percentage of assets, One-time planning fee
Keegan Denn FIDELIS iM Medford CFP Percentage of assets, Fixed fees
Kyle Dover 2260 West Bend CFP Hourly
Lance Johnson ROI Financial Advisors Beaverton Not listed Flat fee or retainer, Hourly
Matthew Vance VergePointe Lake Oswego CFP Percentage of assets, Hourly
Megan Buchanan Horizons Sustainable Financial Services Milwaukie CFP Percentage of assets, Hourly
Melinda Agosta Farnam Financial Molalla Not listed Percentage of assets
Nathan Reagan Handy & Company Financial Advisors Lake Oswego PFS Percentage of assets, Hourly
Nelson Rutherford Multnomah Group Portland CFP, PFS Percentage of assets, Hourly
Nicholas Blankl Consilium Wealth Advisory West Linn CFA Percentage of assets, Fixed fees
Paige Clausen 2260 West Bend CFP Hourly
Ronald Colson Viento Financial Group Hood River CFP Percentage of assets
Scott Theodorson VergePointe Lake Oswego CFP Percentage of assets, Hourly
Timothy Slevin-Vegdahl Multnomah Group Portland CFP Percentage of assets, Hourly
Trevor Bruno ROI Financial Advisors Beaverton Not listed Flat fee or retainer, Hourly
Valerie Tucker Summa Global Advisors Clackamas Not listed Percentage of assets, Fixed fees
Alejandra Peña Modernist Financial Portland Not listed Percentage of assets, Hourly
Andrew Jamison Main Avenue Financial Services, LLC Beaverton CFP Percentage of assets, Hourly
Bernard Tan Modernist Financial Portland Not listed Percentage of assets, Hourly
Brandon Trank TradeWinds Wealth Management Portland Not listed Percentage of assets
Casey Cleveland Horst & Graben Wealth Management Portland CFP, ChFC Percentage of assets, Hourly
Christian D'Urso TradeWinds Wealth Management Portland Not listed Percentage of assets
Christopher Jones JGP Wealth Management Bend CFP Percentage of assets, Hourly
James Conrads Capstone Wealth Management Group Bend CFP Hourly
James Spangler TradeWinds Wealth Management Portland Not listed Percentage of assets
Jefferson Withnell JGP Wealth Management Bend CFP Percentage of assets, Hourly
Jeffrey Strode Grange Capital Beaverton Not listed Percentage of assets
Jeffrey Yamada MCS Family Wealth Advisors Bend BA, CDFA, CFP, MBA Percentage of assets, Hourly
Jeremy Watson Davidson & Watson Financial Lake Oswego CFP Percentage of assets, Fixed fees
Jerry Davis Rain or Shine Planning Portland PFS Percentage of assets, Hourly
Jim Corbeau Springwater Wealth Management Lake Oswego CDFA, CFP, MBA Not listed
Katie Martin Hewitt Cascade Financial Strategies Bend Not listed Percentage of assets, Hourly
Kay Dee Cole Clarity Wealth Development Corvallis CeFT, CFP, RLP, PhD Percentage of assets, Hourly
Kelly McDermott Serene Point Advisors Lake Oswego CFA Percentage of assets, Hourly
Kim Hall Clarity Wealth Development Corvallis CFP Percentage of assets, Hourly
Loren Gard Capstone Wealth Management Group Bend CFP Hourly
Marc Eppinger Cascade Financial Strategies Bend Not listed Percentage of assets, Hourly
Michael Keeton Grange Capital Beaverton Not listed Percentage of assets
Michael McCabe Kera Capital Bend Not listed Percentage of assets, Hourly

Firms headquartered in Oregon (191)

All 191 firms in Oregon