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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
Farrell Griswold Aspire Wealth Advisors Bend Not listed Percentage of assets, Hourly
Gavin Morton Ravensview Capital Management Portland Not listed Percentage of assets
Grant Lawton Pace Financial Advisors Hillsboro Not listed Percentage of assets, Hourly
Gwendolyn O'Connell Pacific Crest Wealth Management Eugene Not listed Percentage of assets, Hourly
Isabella Ramon Axia Wealth Management Bend Not listed Percentage of assets, Hourly
Jacob Wihtol Capstone Wealth Advisors Salem Not listed Percentage of assets, Hourly
Jason Finnigan High Road Wealth Advisors Coos Bay Not listed Percentage of assets
Jason McMillen Portland Private Wealth Management Bend Not listed Percentage of assets, Hourly
Jason Mitchell Pace Financial Advisors Hillsboro Not listed Percentage of assets, Hourly
Jayden Frank High Road Wealth Advisors Coos Bay Not listed Percentage of assets
Jeremiah Eischen Pace Financial Advisors Hillsboro Not listed Percentage of assets, Hourly
Joann Donangelo Evanson Asset Management Reedsport Not listed Ongoing planning fee, One-time planning fee
Jocelyn Servignat Naviquant Lake Oswego Not listed Percentage of assets, Flat fee or retainer
Joseph Eberhardt Ravensview Capital Management Portland Not listed Percentage of assets
Joseph Opsahl Defined Wealth Management Beaverton Not listed Ongoing planning fee, One-time planning fee
Joshua Snoddy High Road Wealth Advisors Coos Bay Not listed Percentage of assets
Joshua Stroud Reign Wealth Eugene Not listed Fixed fees
Justin Exposito Price Financial Group Portland Not listed Percentage of assets, Hourly
Katia Prochovnic JGP Wealth Management Portland CFA Percentage of assets, Hourly
Kevin Mellinger Pace Financial Advisors Hillsboro Not listed Percentage of assets, Hourly
Kibwe Cuffie Portland Private Wealth Management Portland Not listed Percentage of assets, Hourly
Linden Cornett Seagrass Financial Portland Not listed Ongoing planning fee, One-time planning fee
Lindsey Cole Venture Forth Financial Portland Not listed Percentage of assets, Hourly
Mateusz Sudol Price Financial Group Portland Not listed Percentage of assets, Hourly
Matthew Mai Price Financial Group Portland Not listed Percentage of assets, Hourly
Michael Patterson Mengis Capital Management Portland CFA Percentage of assets, Hourly
Mikela Rapattoni Price Financial Group Portland Not listed Percentage of assets, Hourly
Nancy Wakefield Serene Point Advisors Lake Oswego Not listed Percentage of assets, Hourly
Nathan Bauer Pace Financial Advisors Hillsboro Not listed Percentage of assets, Hourly
Richard Ambrose Axia Wealth Management Bend Not listed Percentage of assets, Hourly
Robert Norton Capstone Wealth Advisors Salem Not listed Percentage of assets, Hourly
Seth Swenson Orchid Wealth Management Portland Not listed Percentage of assets
Stacee Love-Malcolm Nexus Strategic Wealth Tualatin Not listed Percentage of assets, Hourly
Victor Schramm Chaim Investment Advisors Eugene Not listed Percentage of assets, Hourly
Zachary Moore Pace Financial Advisors Hillsboro Not listed Percentage of assets, Hourly
Aaron Muhs Catalyst Financial NW Gresham Not listed Percentage of assets
Brent Pearson Keychain Asset Management Oregon City Not listed Percentage of assets, Hourly
Brett Sherman Madrona Wealth Management Happy Valley Not listed Percentage of assets, Hourly
Caryn Sanchez Multnomah Group Portland Not listed Percentage of assets, Hourly
Charles Warren Multnomah Group Gresham Not listed Percentage of assets, Hourly
Christopher Acquaviva Cross Financial Portland Not listed Percentage of assets, Hourly
David Rasmussen Catalyst Financial NW Gresham Not listed Percentage of assets
Eric Albertson Viento Financial Group Hood River Not listed Percentage of assets
George Zimmerman RIO Financial Planning Portland Not listed Percentage of assets, Hourly
Gregory Walsh Greenbridge Investment Management Lake Oswego Not listed Percentage of assets, Hourly
Hailey Fields Multnomah Group Portland Not listed Percentage of assets, Hourly
Nathan Schorsch Head to Toe Hillsboro Not listed Percentage of assets, Hourly
Robert Fenili Northwest Quadrant Wealth Bend Not listed Percentage of assets, Fixed fees
Scott Roberts VergePointe Lake Oswego Not listed Percentage of assets, Hourly
Stephen Mallery Mallery Financial Eugene Not listed Percentage of assets, Hourly

Firms headquartered in Oregon (191)

All 191 firms in Oregon