Fee-only financial advisors in Beaverton, Oregon
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Adam Cornwell North Ridge Wealth Advisors Holds the CFP and CFA. Fees on file: percentage of assets.
- Lissa Piper Money Blossoms Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Britton Wellington Real Agency Wealth Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- David Erlandson Erlandson Wealth Management LLC Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Alix Demartino Defined Wealth Management Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Nathaniel Baim Pursuit Planning and Investments, LLC Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 25
- Firms
- 16
- Hold the CFP
- 36%
- Other credentials: CFA 4% · EA 8%
- How they charge (of 25 with fees on file): percentage of assets 76% · one-time planning fee 36% · fixed fees 32% · hourly 28%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Beaverton by what you need
Find an advisor in Oregon by fee, assets, or credential
Questions about fee-only advisors in Beaverton
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.
All 25 advisors in Beaverton
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Adam Cornwell | North Ridge Wealth Advisors | Beaverton | CFA, CFP | Percentage of assets |
| Britton Wellington | Real Agency Wealth | Beaverton | CFP, EA | Percentage of assets, Ongoing planning fee |
| Nathaniel Baim | Pursuit Planning and Investments, LLC | Beaverton | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Clayton Phillips | Clarity Financial | Beaverton | CFP | Percentage of assets, Hourly |
| David Erlandson | Erlandson Wealth Management LLC | Beaverton | AIF, CFP | Percentage of assets, Flat fee or retainer |
| Lissa Piper | Money Blossoms | Beaverton | CFP, MBA, EA | Ongoing planning fee, One-time planning fee |
| Erica Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Mark Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Alix Demartino | Defined Wealth Management | Beaverton | CFP | Ongoing planning fee, One-time planning fee |
| Christopher Hatfield | Defined Wealth Management | Beaverton | CFP | Ongoing planning fee, One-time planning fee |
| Lance Johnson | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Trevor Bruno | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Andrew Jamison | Main Avenue Financial Services, LLC | Beaverton | CFP | Percentage of assets, Hourly |
| Jeffrey Strode | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Michael Keeton | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Mitchel Ludtke | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Robert Warmkessel | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Soojin Hwang | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Joseph Opsahl | Defined Wealth Management | Beaverton | Not listed | Ongoing planning fee, One-time planning fee |
| Bradley Atherton | AIM Advisors | Beaverton | Not listed | Percentage of assets, Fixed fees |
| Gregory Pashak | Sunset Strategic Financial Advisors | Beaverton | Not listed | Percentage of assets, Hourly |
| Jeffrey Bloch | Main Avenue Financial Services | Beaverton | Not listed | Percentage of assets, Hourly |
| Kyle Hoelzle | Physician Family Financial Advisors | Beaverton | Not listed | Fixed fees |
| Nathan Reineke | Physician Family Financial Advisors | Beaverton | Not listed | Fixed fees |
| Patrick Steers | Erlandson Wealth Management | Beaverton | Not listed | Percentage of assets, Hourly |
Want a shorter list in Beaverton?
Tell us what you need and we'll narrow Beaverton's 25 advisors to the few who fit.
Get matched in 2 minutes