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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
Jennifer Paterson Integrity Wealth Management Eugene Not listed Percentage of assets, Fixed fees
Jeremy Six Foster & Wood Lake Oswego Not listed Percentage of assets, Fixed fees
John Kingery Peregrine Asset Advisers Bend Not listed Percentage of assets
Kristen Rajotte Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Kristine Stawinski Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Laura Steagall-Cissell Veridan Wealth West Linn Not listed Percentage of assets, Hourly
Maria Bell Human Investing Lake Oswego Not listed Percentage of assets
Mathew Wynn Jamison Hanson Salem Not listed Percentage of assets, Hourly
Maximillian Morgan Lookahead Wealth West Linn Not listed Percentage of assets
Melody Rice Veridan Wealth West Linn Not listed Percentage of assets, Hourly
Merlin Arbor Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Micah Weiss Tandem Financial Planning Springfield Not listed Ongoing planning fee
Michael Elfers Allium Financial Advisors Lake Oswego Not listed Percentage of assets, Hourly
Michael Handy Handy & Company Financial Advisors Lake Oswego Not listed Percentage of assets, Hourly
Michelle Wanless Allium Financial Advisors Lake Oswego Not listed Percentage of assets, Hourly
Mitchell Chilcott Human Investing Lake Oswego Not listed Percentage of assets
Neal Richards Axiom Wealth Strategies Bend Not listed Percentage of assets, Hourly
Nicole Lindblom Human Investing Lake Oswego Not listed Percentage of assets
Patrick Haley Veridan Wealth West Linn Not listed Percentage of assets, Hourly
Pieter Conradie Wealth Advisors Northwest Portland Not listed Percentage of assets, Fixed fees
Rebecca Dobson Multnomah Group Portland CFA Percentage of assets, Hourly
Rebecca Rohleder Human Investing Lake Oswego Not listed Percentage of assets
Robert Stuermer Peregrine Asset Advisers Bend Not listed Percentage of assets
Robin Donovan Human Investing Lake Oswego Not listed Percentage of assets
Scott Cameron Multnomah Group Portland CFA Percentage of assets, Hourly
Scott Thompson Allium Financial Advisors Lake Oswego Not listed Percentage of assets, Hourly
Sheree Arntson Allium Financial Advisors Lake Oswego Not listed Percentage of assets, Hourly
Ted Taplett Strategic Finance Clackamas Not listed Percentage of assets, Fixed fees
Teresa Hughes Integrity Wealth Management Eugene Not listed Percentage of assets, Fixed fees
Terrence Scroggin MSP Wealth Management Klamath Falls Not listed Percentage of assets, Hourly
Timothy Wood Foster & Wood Lake Oswego Not listed Percentage of assets, Fixed fees
Toby Wolfe Wealth Advisors Northwest Portland Not listed Percentage of assets, Fixed fees
Todd Micciche True North Retirement Advisors Clackamas Not listed Percentage of assets, Fixed fees
Todd Newell Miller Financial Group Portland Not listed Percentage of assets
Todd Thompson Rogue Advisors Grants Pass Not listed Percentage of assets, Hourly
Tyler Johnson Wealth Advisors Northwest Portland Not listed Percentage of assets, Fixed fees
William Nolan Greenbridge Investment Management Lake Oswego CFA Percentage of assets, Hourly
Adam Wachob Pace Financial Advisors Hillsboro Not listed Percentage of assets, Hourly
Adrian Guzman Pena Nexus Strategic Wealth Tualatin Not listed Percentage of assets, Hourly
Andrea Whitmire Pacific Crest Wealth Management Eugene Not listed Percentage of assets, Hourly
Anthony Walther Pace Financial Advisors Hillsboro Not listed Percentage of assets, Hourly
Charles Bales Whitewater Wealth Eugene Not listed Percentage of assets, Fixed fees
Christopher Berry Pacific Crest Wealth Management Elmira Not listed Percentage of assets, Hourly
Christopher Mettee Pace Financial Advisors Hillsboro Not listed Percentage of assets, Hourly
Collin Bryce Pacific Crest Wealth Management Eugene Not listed Percentage of assets, Hourly
Darin Swall Pacific Crest Wealth Management Eugene Not listed Percentage of assets, Hourly
David Ross Price Financial Group Portland Not listed Percentage of assets, Hourly
Donald Watson Pacific Crest Wealth Management Medford Not listed Percentage of assets, Hourly
Edward Truax Horst & Graben Wealth Management Portland ChFC Percentage of assets, Hourly
Erik Dante Pace Financial Advisors Hillsboro Not listed Percentage of assets, Hourly

Firms headquartered in Oregon (191)

All 191 firms in Oregon