# Fee-only financial advisors in Eugene, Oregon > Start with a fee-only advisor in Eugene whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Stacy Dervin of Tailored Financial Planning, LLC, Kevin Sittner of Sittner & Nelson and Locke Bielefeldt of Willamette Wealth Partners, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/oregon/eugene/ 29 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 Eugene? Start with a fee-only advisor in Eugene whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Stacy Dervin of Tailored Financial Planning, LLC, Kevin Sittner of Sittner & Nelson and Locke Bielefeldt of Willamette Wealth Partners, chosen for their credentials and fees on file. ## How many fee-only advisors in Eugene are there? The Wellspent public graph lists 29 fee-only advisors in Eugene, at 17 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Eugene focus on? The most common focus among fee-only advisors in Eugene is retirement planning (17), followed by estate planning (17) and tax planning (8). Advisors can list more than one. ## How do fee-only advisors in Eugene charge? The most common fee among fee-only advisors in Eugene is a percentage of assets, used by 97% of the 29 with fees on file. Many use more than one: 69% charge fixed fees and 66% charge by the hour. ## 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 Eugene hold the CFP? 41% of the 29 fee-only advisors in Eugene 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 Eugene? 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 | |---|---|---|---|---| | [Stacy Dervin](https://find.wellspent.co/advisors/stacy-dervin.md) | Tailored Financial Planning, LLC | Eugene, Oregon | CFP, CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Cindy Kleiner](https://find.wellspent.co/advisors/cindy-kleiner.md) | Guiding Financial | Eugene, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Jesse Coffee](https://find.wellspent.co/advisors/jesse-coffee.md) | Integrity Wealth Management | Eugene, Oregon | CFP | Percentage of assets, Fixed fees | | [Locke Bielefeldt](https://find.wellspent.co/advisors/locke-bielefeldt.md) | Willamette Wealth Partners | Eugene, Oregon | CFP | Percentage of assets | | [Matthew Mathiesen](https://find.wellspent.co/advisors/matthew-mathiesen.md) | Integrity Wealth Management | Eugene, Oregon | CFP | Percentage of assets, Fixed fees | | [Scott Sanders](https://find.wellspent.co/advisors/scott-sanders.md) | Integrity Wealth Management | Eugene, Oregon | CFP | Percentage of assets, Fixed fees | | [William Lewis](https://find.wellspent.co/advisors/william-lewis.md) | W.H. Lewis Financial | Eugene, Oregon | CFP | Percentage of assets, Hourly | | [Selene Sullivan](https://find.wellspent.co/advisors/selene-sullivan.md) | Pacific Crest Wealth Management | Eugene, Oregon | PFS | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Kombrink](https://find.wellspent.co/advisors/elizabeth-kombrink.md) | Willamette Wealth Partners | Eugene, Oregon | | Percentage of assets | | [Ian Skurdal](https://find.wellspent.co/advisors/ian-skurdal.md) | RiskBridge Advisors | Eugene, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jennifer Paterson](https://find.wellspent.co/advisors/jennifer-paterson.md) | Integrity Wealth Management | Eugene, Oregon | | Percentage of assets, Fixed fees | | [Teresa Hughes](https://find.wellspent.co/advisors/teresa-hughes.md) | Integrity Wealth Management | Eugene, Oregon | | Percentage of assets, Fixed fees | | [Andrea Whitmire](https://find.wellspent.co/advisors/andrea-whitmire.md) | Pacific Crest Wealth Management | Eugene, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Charles Bales](https://find.wellspent.co/advisors/charles-bales.md) | Whitewater Wealth | Eugene, Oregon | | Percentage of assets, Fixed fees | | [Collin Bryce](https://find.wellspent.co/advisors/collin-bryce.md) | Pacific Crest Wealth Management | Eugene, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Darin Swall](https://find.wellspent.co/advisors/darin-swall.md) | Pacific Crest Wealth Management | Eugene, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Gwendolyn O'Connell](https://find.wellspent.co/advisors/gwendolyn-o-connell.md) | Pacific Crest Wealth Management | Eugene, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Joshua Stroud](https://find.wellspent.co/advisors/joshua-stroud.md) | Reign Wealth | Eugene, Oregon | | Fixed fees | | [Victor Schramm](https://find.wellspent.co/advisors/victor-schramm.md) | Chaim Investment Advisors | Eugene, Oregon | | Percentage of assets, Hourly | | [Stephen Mallery](https://find.wellspent.co/advisors/stephen-mallery.md) | Mallery Financial | Eugene, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Steven Curtis](https://find.wellspent.co/advisors/steven-curtis.md) | Insight Tax Solutions | Eugene, Oregon | | Percentage of assets, Hourly | | [Catherine Woodman](https://find.wellspent.co/advisors/catherine-woodman.md) | Holon Wealth Management | Eugene, Oregon | CFP | Percentage of assets, Hourly | | [Freddie Sittner](https://find.wellspent.co/advisors/freddie-sittner.md) | Sittner & Nelson | Eugene, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Sittner](https://find.wellspent.co/advisors/kevin-sittner.md) | Sittner & Nelson | Eugene, Oregon | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Sarah Brooke](https://find.wellspent.co/advisors/sarah-brooke.md) | Sittner & Nelson | Eugene, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Todd Nelson](https://find.wellspent.co/advisors/todd-nelson.md) | Sittner & Nelson | Eugene, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Wayne Lottinville](https://find.wellspent.co/advisors/wayne-lottinville.md) | Cascadia Investment Consultants | Eugene, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Cole Willyard](https://find.wellspent.co/advisors/cole-willyard.md) | Oregon Pacific Wealth Management | Eugene, Oregon | | Percentage of assets, Hourly | | [Kevin Greig](https://find.wellspent.co/advisors/kevin-greig.md) | Greig, Kevin P | Eugene, Oregon | | Percentage of assets, Hourly | ## 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).