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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
Tyler Simones Northwest Quadrant Wealth Bend Not listed Percentage of assets, Fixed fees
William Ross North Forty Two & Lake Oswego Not listed Percentage of assets
Youri Bujko Thalassa Capital Bend Not listed Percentage of assets
Andrew Bennison JGP Wealth Management Portland Not listed Percentage of assets, Hourly
Brent Gunderson Connected Wealth Solutions La Grande Not listed Percentage of assets
Cameron Hunt Alpha Zero Wilsonville Not listed Percentage of assets, Fixed fees
Carson Hansen Painted Porch Advisors Portland Not listed Percentage of assets, Fixed fees
Cynthia Aschbacher Mengis Capital Management Portland Not listed Percentage of assets, Hourly
Danica Sachs Horst & Graben Wealth Management Portland Not listed Percentage of assets, Hourly
David Paustian JGP Wealth Management Portland Not listed Percentage of assets, Hourly
Devon Frazier Painted Porch Advisors Bend Not listed Percentage of assets, Fixed fees
Devon Gaines Capstone Wealth Management Group Bend Not listed Hourly
Dylan Browning Browning Capital Management Sisters Not listed Percentage of assets, One-time planning fee
Garrett Bergby Treeline Financial Planning Bend Not listed Ongoing planning fee, One-time planning fee
Jamieson Grabenhorst Horst & Graben Wealth Management Portland Not listed Percentage of assets, Hourly
Jessica Henrickson Evexia Wealth Oregon City Not listed Percentage of assets, Hourly
Joseph Gross JGP Wealth Management Portland Not listed Percentage of assets, Hourly
Joseph Mengis Mengis Capital Management Portland Not listed Percentage of assets, Hourly
Kendra Biller JGP Wealth Management Portland Not listed Percentage of assets, Hourly
Kevin Sanger JGP Wealth Management Portland Not listed Percentage of assets, Hourly
Lindsay Fromhart Mengis Capital Management Portland Not listed Percentage of assets, Hourly
Martin Bats Mengis Capital Management Portland Not listed Percentage of assets, Hourly
Michael Poe Connected Wealth Solutions La Grande Not listed Percentage of assets
Michael Sorem Mengis Capital Management Portland Not listed Percentage of assets, Hourly
Michelle Benedict JGP Wealth Management Bend Not listed Percentage of assets, Hourly
Scott Browning Browning Capital Management Sisters Not listed Percentage of assets, One-time planning fee
Steven Curtis Insight Tax Solutions Eugene Not listed Percentage of assets, Hourly
Tiffany Forste Capstone Wealth Management Group Bend Not listed Hourly
Amanda Harvey Uplevel Wealth Portland CFP Percentage of assets, Fixed fees
Amy Oh Taurus Capital Advisors Lake Oswego CFP Percentage of assets, Hourly
Barrigan Nelson Capital Financial Planners Salem CFP Percentage of assets, Hourly
Brent Hunsberger Silver Oak Advisory Group Portland CFP Percentage of assets, Hourly
Catherine Woodman Holon Wealth Management Eugene CFP Percentage of assets, Hourly
Chad Campbell Capital Financial Planners Salem CFP Percentage of assets, Hourly
Charles Dobson Dobson Asset Management Portland CFP Percentage of assets, Hourly
Chris Dudley Filigree Wealth Advisors Sisters CFP Percentage of assets, Hourly
Danae Johnson Capital Financial Planners Salem CFP Percentage of assets, Hourly
Dean Bardon Apple & Associates Bend CFP Percentage of assets, Hourly
Ekaterina Kostenko Practice Financial Group Jacksonville CFP Percentage of assets, Fixed fees
Elizabeth Roach Aerodigm Wealth Lake Oswego CFP Percentage of assets, Hourly
Fred Littlejohn Littlejohn Financial Services Roseburg CFP Percentage of assets, Hourly
Freddie Sittner Sittner & Nelson Eugene CFP Percentage of assets, Hourly
Garth Shinn Aluman Portland CFP Percentage of assets, Hourly
Gina Jacobson Vision Capital Management Portland CFP Percentage of assets
Gretchen Stangier Stangier Wealth Management Clackamas CFP Percentage of assets
Jessica Higgins Invera Wealth Advisors Bend CFP Percentage of assets, Hourly
Jessica Howe Silver Oak Advisory Group Portland CFP Percentage of assets, Hourly
Joseph Morelli Keudell Morrison Wealth Management Salem CFP Percentage of assets, Fixed fees
Justin Curtiss Continuity Wealth Management Portland CFP Percentage of assets
Katelyn Cummings Vision Capital Management Portland CFP Percentage of assets

Firms headquartered in Oregon (191)

All 191 firms in Oregon