Fee-only financial advisors in Eugene, Oregon
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Stacy Dervin Tailored Financial Planning, LLC Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Kevin Sittner Sittner & Nelson Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Locke Bielefeldt Willamette Wealth Partners Holds the CFP. Fees on file: percentage of assets.
- Jesse Coffee Integrity Wealth Management Holds the CFP. Fees on file: percentage of assets, fixed fees.
- William Lewis W.H. Lewis Financial Holds the CFP. Fees on file: percentage of assets, hourly.
- Catherine Woodman Holon Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 29
- Firms
- 17
- Hold the CFP
- 41%
- Other credentials: CFA 10%
- How they charge (of 29 with fees on file): percentage of assets 97% · fixed fees 69% · hourly 66% · flat fee or retainer 3%
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 Eugene by what you need
Find an advisor in Oregon by fee, assets, or credential
Questions about fee-only advisors in Eugene
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.
All 29 advisors in Eugene
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Stacy Dervin | Tailored Financial Planning, LLC | Eugene | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Cindy Kleiner | Guiding Financial | Eugene | CFP | Percentage of assets, Hourly |
| Jesse Coffee | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Locke Bielefeldt | Willamette Wealth Partners | Eugene | CFP | Percentage of assets |
| Matthew Mathiesen | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Scott Sanders | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| William Lewis | W.H. Lewis Financial | Eugene | CFP | Percentage of assets, Hourly |
| Selene Sullivan | Pacific Crest Wealth Management | Eugene | PFS | Percentage of assets, Hourly |
| Elizabeth Kombrink | Willamette Wealth Partners | Eugene | Not listed | Percentage of assets |
| Ian Skurdal | RiskBridge Advisors | Eugene | Not listed | Percentage of assets, Hourly |
| Jennifer Paterson | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Teresa Hughes | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Andrea Whitmire | Pacific Crest Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| Charles Bales | Whitewater Wealth | Eugene | Not listed | Percentage of assets, Fixed fees |
| Collin Bryce | Pacific Crest Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| Darin Swall | Pacific Crest Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| Gwendolyn O'Connell | Pacific Crest Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| Joshua Stroud | Reign Wealth | Eugene | Not listed | Fixed fees |
| Victor Schramm | Chaim Investment Advisors | Eugene | Not listed | Percentage of assets, Hourly |
| Stephen Mallery | Mallery Financial | Eugene | Not listed | Percentage of assets, Hourly |
| Steven Curtis | Insight Tax Solutions | Eugene | Not listed | Percentage of assets, Hourly |
| Catherine Woodman | Holon Wealth Management | Eugene | CFP | Percentage of assets, Hourly |
| Freddie Sittner | Sittner & Nelson | Eugene | CFP | Percentage of assets, Hourly |
| Kevin Sittner | Sittner & Nelson | Eugene | CFP, CFA | Percentage of assets, Hourly |
| Sarah Brooke | Sittner & Nelson | Eugene | CFP | Percentage of assets, Hourly |
| Todd Nelson | Sittner & Nelson | Eugene | CFP | Percentage of assets, Hourly |
| Wayne Lottinville | Cascadia Investment Consultants | Eugene | CFA | Percentage of assets, Hourly |
| Cole Willyard | Oregon Pacific Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| Kevin Greig | Greig, Kevin P | Eugene | Not listed | Percentage of assets, Hourly |
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