# Fee-only financial advisors in Bend, Oregon > Start with a fee-only advisor in Bend whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Shannon Jones of JGP Wealth Management, Meg van den Már of Alongside Financial Partners, LLC and Andrew Gray of Gray Wealth Strategies, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/oregon/bend/ 56 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 Bend? Start with a fee-only advisor in Bend whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Shannon Jones of JGP Wealth Management, Meg van den Már of Alongside Financial Partners, LLC and Andrew Gray of Gray Wealth Strategies, chosen for their credentials and fees on file. ## How many fee-only advisors in Bend are there? The Wellspent public graph lists 56 fee-only advisors in Bend, at 31 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Bend focus on? The most common focus among fee-only advisors in Bend is retirement planning (20), followed by estate planning (17) and small business owners (11). Advisors can list more than one. ## How do fee-only advisors in Bend charge? The most common fee among fee-only advisors in Bend is a percentage of assets, used by 82% of the 56 with fees on file. Many use more than one: 71% charge by the hour and 57% 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 Bend hold the CFP? 43% of the 56 fee-only advisors in Bend 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 Bend? 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 | |---|---|---|---|---| | [Robert Costello](https://find.wellspent.co/advisors/robert-costello.md) | Costello Financial Planning | Bend, Oregon | CFP | Percentage of assets, Fixed fees | | [Andrew Gray](https://find.wellspent.co/advisors/andrew-gray.md) | Gray Wealth Strategies | Bend, Oregon | CFP, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Meg van den Már](https://find.wellspent.co/advisors/meg-van-den-mar.md) | Alongside Financial Partners, LLC | Bend, Oregon | CFP | Percentage of assets | | [Andy Mardock](https://find.wellspent.co/advisors/andy-mardock.md) | ViviFi Planning | Bend, Oregon | CFP, MBA | Ongoing planning fee | | [Gregory Fowler](https://find.wellspent.co/advisors/gregory-fowler.md) | Integrated Capital Planning | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [John Schniepp](https://find.wellspent.co/advisors/john-schniepp.md) | Cascade Financial Strategies | Bend, Oregon | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Stephen Andrusko](https://find.wellspent.co/advisors/stephen-andrusko.md) | Integrated Capital Planning | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Zachary Guffy](https://find.wellspent.co/advisors/zachary-guffy.md) | Blue Anchor Wealth Advisors | Bend, Oregon | CFP | Percentage of assets, Hourly | | [Chet Baxter](https://find.wellspent.co/advisors/chet-baxter.md) | Axia Wealth Management | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Cameron Tonning](https://find.wellspent.co/advisors/cameron-tonning.md) | 2260 West | Bend, Oregon | CFP | Hourly | | [Jonathan Nagy](https://find.wellspent.co/advisors/jonathan-nagy.md) | Alpine Road Financial | Bend, Oregon | | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Kyle Dover](https://find.wellspent.co/advisors/kyle-dover.md) | 2260 West | Bend, Oregon | CFP | Hourly | | [Paige Clausen](https://find.wellspent.co/advisors/paige-clausen.md) | 2260 West | Bend, Oregon | CFP | Hourly | | [Christopher Jones](https://find.wellspent.co/advisors/christopher-jones-5589564.md) | JGP Wealth Management | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [James Conrads](https://find.wellspent.co/advisors/james-conrads.md) | Capstone Wealth Management Group | Bend, Oregon | CFP | Hourly | | [Jefferson Withnell](https://find.wellspent.co/advisors/jefferson-withnell.md) | JGP Wealth Management | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Yamada](https://find.wellspent.co/advisors/jeffrey-yamada.md) | MCS Family Wealth Advisors | Bend, Oregon | BA, CDFA, CFP, MBA | Percentage of assets, Hourly | | [Katie Martin Hewitt](https://find.wellspent.co/advisors/katie-martin-hewitt.md) | Cascade Financial Strategies | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Loren Gard](https://find.wellspent.co/advisors/loren-gard.md) | Capstone Wealth Management Group | Bend, Oregon | CFP | Hourly | | [Marc Eppinger](https://find.wellspent.co/advisors/marc-eppinger.md) | Cascade Financial Strategies | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Michael McCabe](https://find.wellspent.co/advisors/michael-mccabe.md) | Kera Capital | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Shannon Jones](https://find.wellspent.co/advisors/shannon-jones.md) | JGP Wealth Management | Bend, Oregon | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Aaron Rivers](https://find.wellspent.co/advisors/aaron-rivers.md) | Living Earth Investments | Bend, Oregon | | Percentage of assets | | [Daniel Evans](https://find.wellspent.co/advisors/daniel-evans-2558673.md) | StrategyCap | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Fiona Capell](https://find.wellspent.co/advisors/fiona-capell.md) | Blue Anchor Wealth Advisors | Bend, Oregon | | Percentage of assets, Hourly | | [Grant Finter](https://find.wellspent.co/advisors/grant-finter.md) | Axiom Wealth Strategies | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Gunnar Marino](https://find.wellspent.co/advisors/gunnar-marino.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | | [Jared Pearson](https://find.wellspent.co/advisors/jared-pearson.md) | StrategyCap | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Stuermer](https://find.wellspent.co/advisors/jeffrey-stuermer.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | | [John Kingery](https://find.wellspent.co/advisors/john-kingery.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | | [Neal Richards](https://find.wellspent.co/advisors/neal-richards.md) | Axiom Wealth Strategies | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Robert Stuermer](https://find.wellspent.co/advisors/robert-stuermer.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | | [Farrell Griswold](https://find.wellspent.co/advisors/farrell-griswold.md) | Aspire Wealth Advisors | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Isabella Ramon](https://find.wellspent.co/advisors/isabella-ramon.md) | Axia Wealth Management | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jason McMillen](https://find.wellspent.co/advisors/jason-mcmillen.md) | Portland Private Wealth Management | Bend, Oregon | | Percentage of assets, Hourly, Performance-based fees | | [Richard Ambrose](https://find.wellspent.co/advisors/richard-ambrose.md) | Axia Wealth Management | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Robert Fenili](https://find.wellspent.co/advisors/robert-fenili.md) | Northwest Quadrant Wealth | Bend, Oregon | | Percentage of assets, Fixed fees | | [Tyler Simones](https://find.wellspent.co/advisors/tyler-simones.md) | Northwest Quadrant Wealth | Bend, Oregon | | Percentage of assets, Fixed fees | | [Youri Bujko](https://find.wellspent.co/advisors/youri-bujko.md) | Thalassa Capital | Bend, Oregon | | Percentage of assets | | [Devon Frazier](https://find.wellspent.co/advisors/devon-frazier.md) | Painted Porch Advisors | Bend, Oregon | | Percentage of assets, Fixed fees | | [Devon Gaines](https://find.wellspent.co/advisors/devon-gaines.md) | Capstone Wealth Management Group | Bend, Oregon | | Hourly | | [Garrett Bergby](https://find.wellspent.co/advisors/garrett-bergby.md) | Treeline Financial Planning | Bend, Oregon | | Ongoing planning fee, One-time planning fee | | [Michelle Benedict](https://find.wellspent.co/advisors/michelle-benedict.md) | JGP Wealth Management | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Tiffany Forste](https://find.wellspent.co/advisors/tiffany-forste.md) | Capstone Wealth Management Group | Bend, Oregon | | Hourly | | [Dean Bardon](https://find.wellspent.co/advisors/dean-bardon.md) | Apple & Associates | Bend, Oregon | CFP | Percentage of assets, Hourly | | [Jessica Higgins](https://find.wellspent.co/advisors/jessica-higgins.md) | Invera Wealth Advisors | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Serrapede](https://find.wellspent.co/advisors/kevin-serrapede.md) | Northwind Financial | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Kirby Kleinsmith](https://find.wellspent.co/advisors/kirby-kleinsmith.md) | Kleinsmith Resource Management | Bend, Oregon | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Megan Van Den Mar](https://find.wellspent.co/advisors/megan-van-den-mar.md) | Alongside Financial Partners | Bend, Oregon | CFP | Percentage of assets, Fixed fees | | [Shenandoah Sampson](https://find.wellspent.co/advisors/shenandoah-sampson.md) | Invera Wealth Advisors | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Bradley Boeck](https://find.wellspent.co/advisors/bradley-boeck.md) | Northwind Financial | Bend, Oregon | ChFC | Percentage of assets, Hourly, Fixed fees | | [Michael Stalker](https://find.wellspent.co/advisors/michael-stalker.md) | MCS Family Wealth Advisors | Bend, Oregon | CFA | Percentage of assets, Hourly | | [Alexander Musco](https://find.wellspent.co/advisors/alexander-musco.md) | Black Diamond Financial | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Joseph Serrapede](https://find.wellspent.co/advisors/joseph-serrapede.md) | Northwind Financial | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Mark Paladijczuk](https://find.wellspent.co/advisors/mark-paladijczuk.md) | Black Diamond Financial | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Michael Musco](https://find.wellspent.co/advisors/michael-musco.md) | Pinnacle Wealth Advisors | Bend, 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).