# Fee-only financial advisors in Beaverton, Oregon > Start with a fee-only advisor in Beaverton whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Adam Cornwell of North Ridge Wealth Advisors, Lissa Piper of Money Blossoms and Britton Wellington of Real Agency Wealth, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/oregon/beaverton/ 25 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Beaverton? Start with a fee-only advisor in Beaverton whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Adam Cornwell of North Ridge Wealth Advisors, Lissa Piper of Money Blossoms and Britton Wellington of Real Agency Wealth, chosen for their credentials and fees on file. ## How many fee-only advisors in Beaverton are there? The Wellspent public graph lists 25 fee-only advisors in Beaverton, at 16 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Beaverton focus on? The most common focus among fee-only advisors in Beaverton is estate planning (16), followed by retirement planning (12) and tax planning (9). Advisors can list more than one. ## How do fee-only advisors in Beaverton charge? The most common fee among fee-only advisors in Beaverton is a percentage of assets, used by 76% of the 25 with fees on file. Many use more than one: 36% charge a one-time planning fee and 32% charge fixed fees. ## How much do fee-only financial advisors charge in Oregon? Fee-only financial advisors in Oregon charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 17 Oregon firms. ## How many fee-only advisors in Beaverton hold the CFP? 36% of the 25 fee-only advisors in Beaverton hold the CFP certification, based on the credentials listed on each record. ## Does Oregon tax income on top of federal tax? Yes. Oregon has a state income tax, so a financial plan for a Oregon resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Beaverton? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Adam Cornwell](https://find.wellspent.co/advisors/adam-cornwell.md) | North Ridge Wealth Advisors | Beaverton, Oregon | CFA, CFP | Percentage of assets | | [Britton Wellington](https://find.wellspent.co/advisors/britton-wellington.md) | Real Agency Wealth | Beaverton, Oregon | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Nathaniel Baim](https://find.wellspent.co/advisors/nathaniel-baim.md) | Pursuit Planning and Investments, LLC | Beaverton, Oregon | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Clayton Phillips](https://find.wellspent.co/advisors/clayton-phillips.md) | Clarity Financial | Beaverton, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [David Erlandson](https://find.wellspent.co/advisors/david-erlandson.md) | Erlandson Wealth Management LLC | Beaverton, Oregon | AIF, CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Lissa Piper](https://find.wellspent.co/advisors/lissa-piper.md) | Money Blossoms | Beaverton, Oregon | CFP, MBA, EA | Ongoing planning fee, One-time planning fee | | [Erica Nortman](https://find.wellspent.co/advisors/erica-nortman.md) | Capitol Family Office | Beaverton, Oregon | | Percentage of assets | | [Mark Nortman](https://find.wellspent.co/advisors/mark-nortman.md) | Capitol Family Office | Beaverton, Oregon | | Percentage of assets | | [Alix Demartino](https://find.wellspent.co/advisors/alix-demartino.md) | Defined Wealth Management | Beaverton, Oregon | CFP | Ongoing planning fee, One-time planning fee | | [Christopher Hatfield](https://find.wellspent.co/advisors/christopher-hatfield.md) | Defined Wealth Management | Beaverton, Oregon | CFP | Ongoing planning fee, One-time planning fee | | [Lance Johnson](https://find.wellspent.co/advisors/lance-johnson.md) | ROI Financial Advisors | Beaverton, Oregon | | Flat fee or retainer, Hourly, Percentage of assets, One-time planning fee | | [Trevor Bruno](https://find.wellspent.co/advisors/trevor-bruno.md) | ROI Financial Advisors | Beaverton, Oregon | | Flat fee or retainer, Hourly, Percentage of assets, One-time planning fee | | [Andrew Jamison](https://find.wellspent.co/advisors/andrew-jamison.md) | Main Avenue Financial Services, LLC | Beaverton, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Strode](https://find.wellspent.co/advisors/jeffrey-strode.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Michael Keeton](https://find.wellspent.co/advisors/michael-keeton.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Mitchel Ludtke](https://find.wellspent.co/advisors/mitchel-ludtke.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Robert Warmkessel](https://find.wellspent.co/advisors/robert-warmkessel.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Soojin Hwang](https://find.wellspent.co/advisors/soojin-hwang.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Joseph Opsahl](https://find.wellspent.co/advisors/joseph-opsahl.md) | Defined Wealth Management | Beaverton, Oregon | | Ongoing planning fee, One-time planning fee | | [Bradley Atherton](https://find.wellspent.co/advisors/bradley-atherton.md) | AIM Advisors | Beaverton, Oregon | | Percentage of assets, Fixed fees | | [Gregory Pashak](https://find.wellspent.co/advisors/gregory-pashak.md) | Sunset Strategic Financial Advisors | Beaverton, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Bloch](https://find.wellspent.co/advisors/jeffrey-bloch.md) | Main Avenue Financial Services | Beaverton, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Kyle Hoelzle](https://find.wellspent.co/advisors/kyle-hoelzle.md) | Physician Family Financial Advisors | Beaverton, Oregon | | Fixed fees | | [Nathan Reineke](https://find.wellspent.co/advisors/nathan-reineke.md) | Physician Family Financial Advisors | Beaverton, Oregon | | Fixed fees | | [Patrick Steers](https://find.wellspent.co/advisors/patrick-steers.md) | Erlandson Wealth Management | Beaverton, Oregon | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).