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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
Mitchel Ludtke Grange Capital Beaverton Not listed Percentage of assets
Natalie Slagle Fyooz Financial Planning LLC Portland CFP Not listed
Peter De Graff Taurus Capital Advisors Lake Oswego CFA, CFP, MBA Percentage of assets, Hourly
Philip Bagdade Blue River Capital Management Portland CFA Percentage of assets
Rebecca Phillips Horst & Graben Wealth Management Portland CFP Percentage of assets, Hourly
Robert Warmkessel Grange Capital Beaverton Not listed Percentage of assets
Rowan Colby JGP Wealth Management Portland CFP Percentage of assets, Hourly
Ryan Coffee JGP Wealth Management Portland CFP Percentage of assets, Hourly
Sarinah Gigliotti JGP Wealth Management Portland CFP Percentage of assets, Hourly
Selene Sullivan Pacific Crest Wealth Management Eugene PFS Percentage of assets, Hourly
Shannon Jones JGP Wealth Management Bend CFP, CFA Percentage of assets, Hourly
Soojin Hwang Grange Capital Beaverton Not listed Percentage of assets
Stephanie Lum CLS Financial Advisors Lake Oswego Not listed Percentage of assets, Ongoing planning fee
Todd Brundage Pacific Capital Works Portland CFP, ChFC, MBA Percentage of assets, Hourly
Todd Porterfield Fairchild Capital LLC Portland CFP, RICP Percentage of assets, Hourly
William Carmichael JGP Wealth Management Portland CFP Percentage of assets, Hourly
William Paustian JGP Wealth Management Portland CFP Percentage of assets, Hourly
Aaron Nielsen Shared Prosperity Group Portland Not listed Percentage of assets
Aaron Rivers Living Earth Investments Bend Not listed Percentage of assets
Amanda Earlywine Human Investing Lake Oswego Not listed Percentage of assets
Andrew Nelson Human Investing Lake Oswego Not listed Percentage of assets
Ashley Micciche True North Retirement Advisors Clackamas Not listed Percentage of assets, Fixed fees
Austin Pearce Human Investing Lake Oswego Not listed Percentage of assets
Autumn Armbruster MSP Wealth Management Klamath Falls Not listed Percentage of assets, Hourly
Benjamin Newell Miller Financial Group Portland Not listed Percentage of assets
Cameron Marzi Rogue Advisors Grants Pass Not listed Percentage of assets, Hourly
Carrie Jorgensen Wealth Advisors Northwest Portland Not listed Percentage of assets, Fixed fees
Cole Thomas Human Investing Lake Oswego Not listed Percentage of assets
Cort Morris Human Investing Lake Oswego Not listed Percentage of assets
Daniel Botti Peregrine Asset Advisers Portland Not listed Percentage of assets
Daniel Evans StrategyCap Bend Not listed Percentage of assets, Hourly
David Hofer Brightwood Ventures Tigard CFA Percentage of assets, Hourly
David Wilson True North Retirement Advisors Clackamas Not listed Percentage of assets, Fixed fees
Drake Dunlap Wealth Advisors Northwest Portland Not listed Percentage of assets, Fixed fees
Drayton Carlberg Human Investing Lake Oswego Not listed Percentage of assets
Dustin Fadenrecht Veridan Wealth West Linn Not listed Percentage of assets, Hourly
Eli Dollinger Daniel Dollinger CPA, CFP® Wilsonville Not listed Percentage of assets, Hourly
Elizabeth Kombrink Willamette Wealth Partners Eugene Not listed Percentage of assets
Erik Daley Multnomah Group Portland CFA Percentage of assets, Hourly
Fiona Capell Blue Anchor Wealth Advisors Bend Not listed Percentage of assets, Hourly
Gerrin Degroot MSP Wealth Management Klamath Falls Not listed Percentage of assets, Hourly
Grant Finter Axiom Wealth Strategies Bend Not listed Percentage of assets, Hourly
Grant Kerger Peregrine Asset Advisers Portland Not listed Percentage of assets
Gunnar Marino Peregrine Asset Advisers Bend Not listed Percentage of assets
Holly Huddleson Human Investing Lake Oswego Not listed Percentage of assets
Ian Skurdal RiskBridge Advisors Eugene Not listed Percentage of assets, Hourly
Jada Fouch Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Jadyn Kerns-Funk Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Jared Pearson StrategyCap Bend Not listed Percentage of assets, Hourly
Jeffrey Stuermer Peregrine Asset Advisers Bend Not listed Percentage of assets

Firms headquartered in Oregon (191)

All 191 firms in Oregon