Fee-only financial advisors in Bend, Oregon
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Shannon Jones JGP Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Meg van den Már Alongside Financial Partners, LLC Holds the CFP. Fees on file: percentage of assets.
- Andrew Gray Gray Wealth Strategies Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Cameron Tonning 2260 West Holds the CFP. Fees on file: hourly.
- Andy Mardock ViviFi Planning Holds the CFP. Fees on file: ongoing planning fee.
- Loren Gard Capstone Wealth Management Group Holds the CFP. Fees on file: hourly.
By the numbers
- Advisors listed
- 56
- Firms
- 31
- Hold the CFP
- 43%
- Other credentials: CFA 4% · ChFC 5%
- How they charge (of 56 with fees on file): percentage of assets 82% · hourly 71% · fixed fees 57% · ongoing planning fee 7%
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 Bend by what you need
Find an advisor in Oregon by fee, assets, or credential
Questions about fee-only advisors in Bend
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.
All 56 advisors in Bend
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Robert Costello | Costello Financial Planning | Bend | CFP | Percentage of assets, Fixed fees |
| Andrew Gray | Gray Wealth Strategies | Bend | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Meg van den Már | Alongside Financial Partners, LLC | Bend | CFP | Percentage of assets |
| Andy Mardock | ViviFi Planning | Bend | CFP, MBA | Ongoing planning fee |
| Gregory Fowler | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| John Schniepp | Cascade Financial Strategies | Bend | CFP, ChFC | Percentage of assets, Hourly |
| Stephen Andrusko | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Zachary Guffy | Blue Anchor Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
| Chet Baxter | Axia Wealth Management | Bend | CFP | Percentage of assets, Hourly |
| Cameron Tonning | 2260 West | Bend | CFP | Hourly |
| Jonathan Nagy | Alpine Road Financial | Bend | Not listed | Percentage of assets, Flat fee or retainer |
| Kyle Dover | 2260 West | Bend | CFP | Hourly |
| Paige Clausen | 2260 West | Bend | CFP | Hourly |
| Christopher Jones | JGP Wealth Management | Bend | CFP | Percentage of assets, Hourly |
| James Conrads | Capstone Wealth Management Group | Bend | CFP | Hourly |
| Jefferson Withnell | JGP Wealth Management | Bend | CFP | Percentage of assets, Hourly |
| Jeffrey Yamada | MCS Family Wealth Advisors | Bend | BA, CDFA, CFP, MBA | Percentage of assets, Hourly |
| Katie Martin Hewitt | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Loren Gard | Capstone Wealth Management Group | Bend | CFP | Hourly |
| Marc Eppinger | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Michael McCabe | Kera Capital | Bend | Not listed | Percentage of assets, Hourly |
| Shannon Jones | JGP Wealth Management | Bend | CFP, CFA | Percentage of assets, Hourly |
| Aaron Rivers | Living Earth Investments | Bend | Not listed | Percentage of assets |
| Daniel Evans | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| Fiona Capell | Blue Anchor Wealth Advisors | Bend | Not listed | Percentage of assets, Hourly |
| Grant Finter | Axiom Wealth Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Gunnar Marino | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| Jared Pearson | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| Jeffrey Stuermer | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| John Kingery | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| Neal Richards | Axiom Wealth Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Robert Stuermer | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| Farrell Griswold | Aspire Wealth Advisors | Bend | Not listed | Percentage of assets, Hourly |
| Isabella Ramon | Axia Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Jason McMillen | Portland Private Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Richard Ambrose | Axia Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Robert Fenili | Northwest Quadrant Wealth | Bend | Not listed | Percentage of assets, Fixed fees |
| Tyler Simones | Northwest Quadrant Wealth | Bend | Not listed | Percentage of assets, Fixed fees |
| Youri Bujko | Thalassa Capital | Bend | Not listed | Percentage of assets |
| Devon Frazier | Painted Porch Advisors | Bend | Not listed | Percentage of assets, Fixed fees |
| Devon Gaines | Capstone Wealth Management Group | Bend | Not listed | Hourly |
| Garrett Bergby | Treeline Financial Planning | Bend | Not listed | Ongoing planning fee, One-time planning fee |
| Michelle Benedict | JGP Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Tiffany Forste | Capstone Wealth Management Group | Bend | Not listed | Hourly |
| Dean Bardon | Apple & Associates | Bend | CFP | Percentage of assets, Hourly |
| Jessica Higgins | Invera Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
| Kevin Serrapede | Northwind Financial | Bend | CFP | Percentage of assets, Hourly |
| Kirby Kleinsmith | Kleinsmith Resource Management | Bend | CFP, ChFC | Percentage of assets, Hourly |
| Megan Van Den Mar | Alongside Financial Partners | Bend | CFP | Percentage of assets, Fixed fees |
| Shenandoah Sampson | Invera Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
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