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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
Benjamin Wright Etesian Wealth Advisors West Linn Not listed Percentage of assets, Hourly
Bradley Atherton AIM Advisors Beaverton Not listed Percentage of assets, Fixed fees
Brian Timm Pinnacle Wealth Advisors Clackamas Not listed Percentage of assets, Hourly
Brooke Golosinskiy Scott Capital Advisors Portland Not listed Percentage of assets, Hourly
Carl Marker Pinnacle Wealth Advisors Clackamas Not listed Percentage of assets, Hourly
Carol Young Stangier Wealth Management Clackamas Not listed Percentage of assets
Case Roos Stewardship Investment Services Beaver Not listed Percentage of assets
Casey Scott Scott Capital Advisors Portland Not listed Percentage of assets, Hourly
Catherine Gill Phillips and Company Advisors Portland Not listed Percentage of assets, Fixed fees
Chad Parlow Phillips and Company Advisors Portland Not listed Percentage of assets, Fixed fees
Christina Badrick Auxier Asset Management Aurora Not listed Percentage of assets
Christopher Magana Pinnacle Wealth Advisors Clackamas Not listed Percentage of assets, Hourly
Christopher Sizemore Vision Capital Management Portland Not listed Percentage of assets
Cole Willyard Oregon Pacific Wealth Management Eugene Not listed Percentage of assets, Hourly
Cory Youmans Welch Investment Group Grants Pass Not listed Percentage of assets
Dan Jones DJ Financial Roseburg Not listed Percentage of assets, Hourly
Daniel Belica Pinnacle Wealth Advisors Jacksonville Not listed Percentage of assets, Hourly
Davena Yee CGC Financial Services Lake Oswego Not listed Percentage of assets
David DeLap Aerodigm Wealth Lake Oswego Not listed Percentage of assets, Hourly
Doris Schroeder Pinnacle Wealth Advisors Clackamas Not listed Percentage of assets, Hourly
Douglas Kintzinger Pinnacle Wealth Advisors Clackamas Not listed Percentage of assets, Hourly
Geoffrey Boldt Oregon Pacific Wealth Management Medford Not listed Percentage of assets, Hourly
George Macdonald Phillips and Company Advisors Portland Not listed Percentage of assets, Fixed fees
George Taylor Etesian Wealth Advisors West Linn Not listed Percentage of assets, Hourly
Glen Clemans CGC Financial Services Lake Oswego Not listed Percentage of assets
Gregory Pashak Sunset Strategic Financial Advisors Beaverton Not listed Percentage of assets, Hourly
Gregory Saliba Taurus Capital Advisors Lake Oswego Not listed Percentage of assets, Hourly
Jacob Scarminach Etesian Wealth Advisors West Linn Not listed Percentage of assets, Hourly
James Auxier Auxier Asset Management Aurora Not listed Percentage of assets
James Auxier Auxier Asset Management Aurora Not listed Percentage of assets
James Smith Phillips and Company Advisors Portland Not listed Percentage of assets, Fixed fees
Jared Siegel Aerodigm Wealth Lake Oswego Not listed Percentage of assets, Hourly
Jason Herber True Private Wealth Advisors Salem Not listed Percentage of assets, Hourly
Jaswant Shaw Eisrc Newberg Not listed Percentage of assets
Jeannie Matza Compass Investment Advisers Portland Not listed Percentage of assets, Hourly
Jeffrey Bloch Main Avenue Financial Services Beaverton Not listed Percentage of assets, Hourly
Jennifer Rice Scott Capital Advisors Portland Not listed Percentage of assets, Hourly
Jennifer Scott Scott Capital Advisors Portland Not listed Percentage of assets, Hourly
Jesse Steele Etesian Wealth Advisors West Linn Not listed Percentage of assets, Hourly
Joel Blount Keudell Morrison Wealth Management Salem Not listed Percentage of assets, Fixed fees
John Child Sound Investment Management Tualatin Not listed Percentage of assets
John Zerba 5 Star Investing Milton Freewater Not listed Percentage of assets, Hourly
Jonathan Mueller Scott Capital Advisors Portland Not listed Percentage of assets, Hourly
Joseph Alstott True Private Wealth Advisors Salem Not listed Percentage of assets, Hourly
Joseph Bautista Bautista Planning and Analytics Sandy Not listed Percentage of assets, Hourly
Joseph Serrapede Northwind Financial Bend Not listed Percentage of assets, Hourly
Josh Welch Welch Investment Group Grants Pass Not listed Percentage of assets
Joshua Gay Pinnacle Wealth Advisors Clackamas Not listed Percentage of assets, Hourly
Julie Connor Taurus Capital Advisors Lake Oswego Not listed Percentage of assets, Hourly
Justin Bruggeman Littlejohn Financial Services Roseburg Not listed Percentage of assets, Hourly

Firms headquartered in Oregon (191)

All 191 firms in Oregon