# Fee-only financial advisors in Lake Oswego, Oregon > Start with a fee-only advisor in Lake Oswego whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® of Aegis Financial Advisory, Ryan McClung of Crossroads Wealth Planning and Brent Hamilton of WBH Financial Services, LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/oregon/lake-oswego/ 71 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 Lake Oswego? Start with a fee-only advisor in Lake Oswego whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® of Aegis Financial Advisory, Ryan McClung of Crossroads Wealth Planning and Brent Hamilton of WBH Financial Services, LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in Lake Oswego are there? The Wellspent public graph lists 71 fee-only advisors in Lake Oswego, at 28 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Lake Oswego focus on? The most common focus among fee-only advisors in Lake Oswego is tax planning (36), followed by executives (18) and estate planning (16). Advisors can list more than one. ## How do fee-only advisors in Lake Oswego charge? The most common fee among fee-only advisors in Lake Oswego is a percentage of assets, used by 94% of the 70 with fees on file. Many use more than one: 47% charge by the hour and 43% 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 Lake Oswego hold the CFP? 39% of the 71 fee-only advisors in Lake Oswego 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 Lake Oswego? 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 | |---|---|---|---|---| | [Tracy Baron Garcia](https://find.wellspent.co/advisors/tracy-baron-garcia.md) | TBG Investing | Lake Oswego, Oregon | CFP, MBA | Ongoing planning fee, One-time planning fee | | [Ryan McClung](https://find.wellspent.co/advisors/ryan-mcclung.md) | Crossroads Wealth Planning | Lake Oswego, Oregon | CEPA, CFP, CPA | Hourly, One-time planning fee | | [Grant Bledsoe](https://find.wellspent.co/advisors/grant-bledsoe.md) | Three Oaks Wealth | Lake Oswego, Oregon | AIF, CEPA, CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Brent Hamilton](https://find.wellspent.co/advisors/brent-hamilton.md) | WBH Financial Services, LLC | Lake Oswego, Oregon | CDFA, CFP, EA, MS | Ongoing planning fee, One-time planning fee | | [Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa®](https://find.wellspent.co/advisors/joe-alfonso-cfp-chfc-ea-ricp-rssa.md) | Aegis Financial Advisory | Lake Oswego, Oregon | CFP, ChFC, EA, RICP, TPCP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Alex Krider](https://find.wellspent.co/advisors/alex-krider.md) | Avier Wealth Advisors | Lake Oswego, Oregon | CFP, EA, MBA | Percentage of assets | | [Jason Gong](https://find.wellspent.co/advisors/jason-gong.md) | Lifelong Wealth Management Group | Lake Oswego, Oregon | CFP, ChFC | Percentage of assets | | [David Anderson](https://find.wellspent.co/advisors/david-anderson-6721929.md) | Human Investing | Lake Oswego, Oregon | CFP | Percentage of assets | | [David Foster](https://find.wellspent.co/advisors/david-foster-4584178.md) | Foster & Wood | Lake Oswego, Oregon | CFP | Percentage of assets, Fixed fees | | [Jacqueline Thompson](https://find.wellspent.co/advisors/jacqueline-thompson.md) | Allium Financial Advisors | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Marc Kadomatsu](https://find.wellspent.co/advisors/marc-kadomatsu.md) | Human Investing | Lake Oswego, Oregon | CFP, ChFC | Percentage of assets | | [Pradeep Tempalli](https://find.wellspent.co/advisors/pradeep-tempalli.md) | Allium Financial Advisors | Lake Oswego, Oregon | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [William Kellar](https://find.wellspent.co/advisors/william-kellar.md) | Human Investing | Lake Oswego, Oregon | CFP | Percentage of assets | | [David Case](https://find.wellspent.co/advisors/david-case.md) | Planful Finance | Lake Oswego, Oregon | CFP | Percentage of assets, One-time planning fee | | [Frederick Payne](https://find.wellspent.co/advisors/frederick-payne.md) | Swiftwater Capital | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Frey](https://find.wellspent.co/advisors/scott-frey.md) | Planful Finance | Lake Oswego, Oregon | CFP | Percentage of assets, One-time planning fee | | [Andrew Gladhill](https://find.wellspent.co/advisors/andrew-gladhill.md) | Human Investing | Lake Oswego, Oregon | CFA | Percentage of assets | | [Craig Olson](https://find.wellspent.co/advisors/craig-olson.md) | VergePointe | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Jordan Fee](https://find.wellspent.co/advisors/jordan-fee.md) | Allium Financial Advisors | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Matthew Vance](https://find.wellspent.co/advisors/matthew-vance.md) | VergePointe | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Nathan Reagan](https://find.wellspent.co/advisors/nathan-reagan.md) | Handy & Company Financial Advisors | Lake Oswego, Oregon | PFS | Percentage of assets, Hourly, Fixed fees | | [Scott Theodorson](https://find.wellspent.co/advisors/scott-theodorson.md) | VergePointe | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeremy Watson](https://find.wellspent.co/advisors/jeremy-watson.md) | Davidson & Watson Financial | Lake Oswego, Oregon | CFP | Percentage of assets, Fixed fees | | [Jim Corbeau](https://find.wellspent.co/advisors/jim-corbeau.md) | Springwater Wealth Management | Lake Oswego, Oregon | CDFA, CFP, MBA | | | [Kelly McDermott](https://find.wellspent.co/advisors/kelly-mcdermott.md) | Serene Point Advisors | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Peter De Graff](https://find.wellspent.co/advisors/peter-de-graff.md) | Taurus Capital Advisors | Lake Oswego, Oregon | CFA, CFP, MBA | Percentage of assets, Hourly | | [Stephanie Lum](https://find.wellspent.co/advisors/stephanie-lum.md) | CLS Financial Advisors | Lake Oswego, Oregon | | Percentage of assets, Ongoing planning fee | | [Amanda Earlywine](https://find.wellspent.co/advisors/amanda-earlywine.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Andrew Nelson](https://find.wellspent.co/advisors/andrew-nelson.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Austin Pearce](https://find.wellspent.co/advisors/austin-pearce.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Cole Thomas](https://find.wellspent.co/advisors/cole-thomas.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Cort Morris](https://find.wellspent.co/advisors/cort-morris.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Drayton Carlberg](https://find.wellspent.co/advisors/drayton-carlberg.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Holly Huddleson](https://find.wellspent.co/advisors/holly-huddleson.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Jeremy Six](https://find.wellspent.co/advisors/jeremy-six.md) | Foster & Wood | Lake Oswego, Oregon | | Percentage of assets, Fixed fees | | [Maria Bell](https://find.wellspent.co/advisors/maria-bell.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Michael Elfers](https://find.wellspent.co/advisors/michael-elfers.md) | Allium Financial Advisors | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Michael Handy](https://find.wellspent.co/advisors/michael-handy.md) | Handy & Company Financial Advisors | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Michelle Wanless](https://find.wellspent.co/advisors/michelle-wanless.md) | Allium Financial Advisors | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Mitchell Chilcott](https://find.wellspent.co/advisors/mitchell-chilcott.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Nicole Lindblom](https://find.wellspent.co/advisors/nicole-lindblom.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Rebecca Rohleder](https://find.wellspent.co/advisors/rebecca-rohleder.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Robin Donovan](https://find.wellspent.co/advisors/robin-donovan.md) | Human Investing | Lake Oswego, Oregon | | Percentage of assets | | [Scott Thompson](https://find.wellspent.co/advisors/scott-thompson.md) | Allium Financial Advisors | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Sheree Arntson](https://find.wellspent.co/advisors/sheree-arntson.md) | Allium Financial Advisors | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Timothy Wood](https://find.wellspent.co/advisors/timothy-wood.md) | Foster & Wood | Lake Oswego, Oregon | | Percentage of assets, Fixed fees | | [William Nolan](https://find.wellspent.co/advisors/william-nolan.md) | Greenbridge Investment Management | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Jocelyn Servignat](https://find.wellspent.co/advisors/jocelyn-servignat.md) | Naviquant | Lake Oswego, Oregon | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Nancy Wakefield](https://find.wellspent.co/advisors/nancy-wakefield.md) | Serene Point Advisors | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Gregory Walsh](https://find.wellspent.co/advisors/gregory-walsh.md) | Greenbridge Investment Management | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Scott Roberts](https://find.wellspent.co/advisors/scott-roberts.md) | VergePointe | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [William Ross](https://find.wellspent.co/advisors/william-ross.md) | North Forty Two & | Lake Oswego, Oregon | | Percentage of assets | | [Amy Oh](https://find.wellspent.co/advisors/amy-oh.md) | Taurus Capital Advisors | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly | | [Elizabeth Roach](https://find.wellspent.co/advisors/elizabeth-roach.md) | Aerodigm Wealth | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Lincoln Bach](https://find.wellspent.co/advisors/lincoln-bach.md) | Aerodigm Wealth | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Shane Hunt](https://find.wellspent.co/advisors/shane-hunt.md) | CGC Financial Services | Lake Oswego, Oregon | CFP | Percentage of assets | | [Teriann Kruse](https://find.wellspent.co/advisors/teriann-kruse.md) | Tandem Views Investment Services | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly | | [William Hamilton](https://find.wellspent.co/advisors/william-hamilton.md) | WBH Financial Services | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Benjamin Mahon](https://find.wellspent.co/advisors/benjamin-mahon.md) | Aerodigm Wealth | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Donald Mattersdorff](https://find.wellspent.co/advisors/donald-mattersdorff.md) | D. Mattersdorff | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly | | [Todd Meier](https://find.wellspent.co/advisors/todd-meier.md) | BOZ & Company | Lake Oswego, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Aidan Randall](https://find.wellspent.co/advisors/aidan-randall.md) | CGC Financial Services | Lake Oswego, Oregon | | Percentage of assets | | [Davena Yee](https://find.wellspent.co/advisors/davena-yee.md) | CGC Financial Services | Lake Oswego, Oregon | | Percentage of assets | | [David DeLap](https://find.wellspent.co/advisors/david-delap.md) | Aerodigm Wealth | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Glen Clemans](https://find.wellspent.co/advisors/glen-clemans.md) | CGC Financial Services | Lake Oswego, Oregon | | Percentage of assets | | [Gregory Saliba](https://find.wellspent.co/advisors/gregory-saliba.md) | Taurus Capital Advisors | Lake Oswego, Oregon | | Percentage of assets, Hourly | | [Jared Siegel](https://find.wellspent.co/advisors/jared-siegel.md) | Aerodigm Wealth | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Julie Connor](https://find.wellspent.co/advisors/julie-connor.md) | Taurus Capital Advisors | Lake Oswego, Oregon | | Percentage of assets, Hourly | | [Kobe Gustafson](https://find.wellspent.co/advisors/kobe-gustafson.md) | CGC Financial Services | Lake Oswego, Oregon | | Percentage of assets | | [Maximus Molyneux](https://find.wellspent.co/advisors/maximus-molyneux.md) | CGC Financial Services | Lake Oswego, Oregon | | Percentage of assets | | [Noah Steinbrenner](https://find.wellspent.co/advisors/noah-steinbrenner.md) | CGC Financial Services | Lake Oswego, Oregon | | Percentage of assets | ## 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).