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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
Kevin Groves Oregon Pacific Wealth Management Florence CFP Percentage of assets, Hourly
Kevin Serrapede Northwind Financial Bend CFP Percentage of assets, Hourly
Kevin Sittner Sittner & Nelson Eugene CFP, CFA Percentage of assets, Hourly
Kirby Kleinsmith Kleinsmith Resource Management Bend CFP, ChFC Percentage of assets, Hourly
Larry Keudell Keudell Morrison Wealth Management Salem CFP Percentage of assets, Fixed fees
Lincoln Bach Aerodigm Wealth Lake Oswego CFP Percentage of assets, Hourly
Maria Malloy Vision Capital Management Portland CFP Percentage of assets
Mark Higgins Index Fund Advisors Portland CFP, CFA Percentage of assets, Fixed fees
Matthew Sheets Vision Capital Management Portland CFP Percentage of assets
Max Elvrom Keudell Morrison Wealth Management Salem CFP Percentage of assets, Fixed fees
Megan Van Den Mar Alongside Financial Partners Bend CFP Percentage of assets, Fixed fees
Micah Child Sound Investment Management Tualatin CFP, CFA Percentage of assets
Michael Blanchard JGC Tax & Wealth Management Salem CFP Percentage of assets, Hourly
Michael Eugenio Eugenio Financial Tigard CFP Percentage of assets, Hourly
Nathan Williams Practice Financial Group Jacksonville CFP Percentage of assets, Fixed fees
Parker Gallagher Silver Oak Advisory Group Portland CFP Percentage of assets, Hourly
Philip Richman Ciclo Wealth Portland CFP Percentage of assets
Rachael Schweiger Pinnacle Wealth Advisors Portland CFP Percentage of assets, Hourly
Ronald Wilkinson Pinnacle Wealth Advisors Clackamas CFP Percentage of assets, Hourly
Ryan Fiegi Practice Financial Group Jacksonville CFP Percentage of assets, Fixed fees
Sarah Brooke Sittner & Nelson Eugene CFP Percentage of assets, Hourly
Sarah Quist Vision Capital Management Portland CFP Percentage of assets
Shane Hunt CGC Financial Services Lake Oswego CFP Percentage of assets
Shaughn Scott Scott Capital Advisors Portland CFP Percentage of assets, Hourly
Shenandoah Sampson Invera Wealth Advisors Bend CFP Percentage of assets, Hourly
Talia Calhoun Sunnybranch Wealth Portland CFP Percentage of assets, Hourly
Teriann Kruse Tandem Views Investment Services Lake Oswego CFP Percentage of assets, Hourly
Thomas Paterson True Private Wealth Advisors Mcminnville CFP Percentage of assets, Hourly
Todd Nelson Sittner & Nelson Eugene CFP Percentage of assets, Hourly
William Hamilton WBH Financial Services Lake Oswego CFP Percentage of assets, Hourly
Benjamin Mahon Aerodigm Wealth Lake Oswego CFA Percentage of assets, Hourly
Bradley Boeck Northwind Financial Bend ChFC Percentage of assets, Hourly
Donald Mattersdorff D. Mattersdorff Lake Oswego CFA Percentage of assets, Hourly
George Myers Phillips and Company Advisors Portland CFA Percentage of assets, Fixed fees
Jeffrey Schmidt Vision Capital Management Portland CFA Percentage of assets
John LaBarca Vision Capital Management Portland CFA Percentage of assets
Marina Johnson Vision Capital Management Portland CFA Percentage of assets
Michael Stalker MCS Family Wealth Advisors Bend CFA Percentage of assets, Hourly
Sean Ealy Welch Investment Group Grants Pass CFA Percentage of assets
Stewart Hayes Willamette Valley Wealth Management Salem PFS Percentage of assets
Todd Meier BOZ & Company Lake Oswego CFA Percentage of assets, Hourly
Wayne Lottinville Cascadia Investment Consultants Eugene CFA Percentage of assets, Hourly
William Baldwin Continuity Wealth Management Portland ChFC Percentage of assets
Aidan Randall CGC Financial Services Lake Oswego Not listed Percentage of assets
Alena Zaffery Clarity Wealth Development Corvallis Not listed Percentage of assets, Hourly
Alexander Musco Black Diamond Financial Bend Not listed Percentage of assets, Hourly
Amanda Shine Keudell Morrison Wealth Management Salem Not listed Percentage of assets, Fixed fees
Andreas Steven Practice Financial Group Jacksonville Not listed Percentage of assets, Fixed fees
Andrew Corradetti Oregon Pacific Wealth Management Medford Not listed Percentage of assets, Hourly
Audrey Creak Oregon Pacific Wealth Management Medford Not listed Percentage of assets, Hourly

Firms headquartered in Oregon (191)

All 191 firms in Oregon