Fee-only financial advisors in Lake Oswego, Oregon
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® Aegis Financial Advisory Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Ryan McClung Crossroads Wealth Planning Holds the CFP and CPA. Fees on file: hourly, one-time planning fee.
- Brent Hamilton WBH Financial Services, LLC Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Alex Krider Avier Wealth Advisors Holds the CFP and EA. Fees on file: percentage of assets.
- Grant Bledsoe Three Oaks Wealth Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Pradeep Tempalli Allium Financial Advisors Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 71
- Firms
- 28
- Hold the CFP
- 39%
- Other credentials: CFA 14% · CPA 1% · EA 4%
- How they charge (of 70 with fees on file): percentage of assets 94% · hourly 47% · fixed fees 43% · one-time planning fee 9%
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 Lake Oswego by what you need
Find an advisor in Oregon by fee, assets, or credential
Questions about fee-only advisors in Lake Oswego
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.
All 71 advisors in Lake Oswego
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Tracy Baron Garcia | TBG Investing | Lake Oswego | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Ryan McClung | Crossroads Wealth Planning | Lake Oswego | CEPA, CFP, CPA | Hourly, One-time planning fee |
| Grant Bledsoe | Three Oaks Wealth | Lake Oswego | AIF, CEPA, CFA, CFP | Percentage of assets, Hourly |
| Brent Hamilton | WBH Financial Services, LLC | Lake Oswego | CDFA, CFP, EA, MS | Ongoing planning fee, One-time planning fee |
| Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® | Aegis Financial Advisory | Lake Oswego | CFP, ChFC, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| Alex Krider | Avier Wealth Advisors | Lake Oswego | CFP, EA, MBA | Percentage of assets |
| Jason Gong | Lifelong Wealth Management Group | Lake Oswego | CFP, ChFC | Percentage of assets |
| David Anderson | Human Investing | Lake Oswego | CFP | Percentage of assets |
| David Foster | Foster & Wood | Lake Oswego | CFP | Percentage of assets, Fixed fees |
| Jacqueline Thompson | Allium Financial Advisors | Lake Oswego | CFP | Percentage of assets, Hourly |
| Marc Kadomatsu | Human Investing | Lake Oswego | CFP, ChFC | Percentage of assets |
| Pradeep Tempalli | Allium Financial Advisors | Lake Oswego | CFP, CFA | Percentage of assets, Hourly |
| William Kellar | Human Investing | Lake Oswego | CFP | Percentage of assets |
| David Case | Planful Finance | Lake Oswego | CFP | Percentage of assets, One-time planning fee |
| Frederick Payne | Swiftwater Capital | Lake Oswego | CFP | Percentage of assets, Hourly |
| Scott Frey | Planful Finance | Lake Oswego | CFP | Percentage of assets, One-time planning fee |
| Andrew Gladhill | Human Investing | Lake Oswego | CFA | Percentage of assets |
| Craig Olson | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Jordan Fee | Allium Financial Advisors | Lake Oswego | CFA | Percentage of assets, Hourly |
| Matthew Vance | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Nathan Reagan | Handy & Company Financial Advisors | Lake Oswego | PFS | Percentage of assets, Hourly |
| Scott Theodorson | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Jeremy Watson | Davidson & Watson Financial | Lake Oswego | CFP | Percentage of assets, Fixed fees |
| Jim Corbeau | Springwater Wealth Management | Lake Oswego | CDFA, CFP, MBA | Not listed |
| Kelly McDermott | Serene Point Advisors | Lake Oswego | CFA | Percentage of assets, Hourly |
| Peter De Graff | Taurus Capital Advisors | Lake Oswego | CFA, CFP, MBA | Percentage of assets, Hourly |
| Stephanie Lum | CLS Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Ongoing planning fee |
| Amanda Earlywine | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Andrew Nelson | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Austin Pearce | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Cole Thomas | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Cort Morris | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Drayton Carlberg | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Holly Huddleson | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Jeremy Six | Foster & Wood | Lake Oswego | Not listed | Percentage of assets, Fixed fees |
| Maria Bell | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Michael Elfers | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Michael Handy | Handy & Company Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Michelle Wanless | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Mitchell Chilcott | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Nicole Lindblom | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Rebecca Rohleder | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Robin Donovan | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Scott Thompson | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Sheree Arntson | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Timothy Wood | Foster & Wood | Lake Oswego | Not listed | Percentage of assets, Fixed fees |
| William Nolan | Greenbridge Investment Management | Lake Oswego | CFA | Percentage of assets, Hourly |
| Jocelyn Servignat | Naviquant | Lake Oswego | Not listed | Percentage of assets, Flat fee or retainer |
| Nancy Wakefield | Serene Point Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Gregory Walsh | Greenbridge Investment Management | Lake Oswego | Not listed | Percentage of assets, Hourly |
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