# Fee-only financial advisors in Portland, Oregon > Start with a fee-only advisor in Portland whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Stefanie Pickard of Old Growth Financial and Lisa Mesquit of Soaring Investment Management, LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/oregon/portland/ 151 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 Portland? Start with a fee-only advisor in Portland whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Stefanie Pickard of Old Growth Financial and Lisa Mesquit of Soaring Investment Management, LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in Portland are there? The Wellspent public graph lists 151 fee-only advisors in Portland, at 64 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Portland focus on? The most common focus among fee-only advisors in Portland is estate planning (40), followed by retirement planning (39) and tax planning (31). Advisors can list more than one. ## How do fee-only advisors in Portland charge? The most common fee among fee-only advisors in Portland is a percentage of assets, used by 94% of the 150 with fees on file. Many use more than one: 54% charge fixed fees and 53% charge by the hour. ## How much do fee-only financial advisors charge in Portland? Fee-only financial advisors in Portland charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 10 Portland firms. ## How much does a one-time financial plan cost in Portland? A one-time financial plan from a fee-only firm in Portland has a median price of $2,222. We found this across the published prices of 9 Portland firms. ## How many fee-only advisors in Portland hold the CFP? 40% of the 151 fee-only advisors in Portland 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 Portland? 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 | |---|---|---|---|---| | [Harrison Hinz](https://find.wellspent.co/advisors/harrison-hinz.md) | First Pacific Financial | Portland, Oregon | CFP | Percentage of assets | | [Andrea Vedder](https://find.wellspent.co/advisors/andrea-vedder.md) | Iambic Financial | Portland, Oregon | CFP | Percentage of assets, Hourly, Ongoing planning fee | | [Jonas Merrill](https://find.wellspent.co/advisors/jonas-merrill.md) | Pathlight Financial Planning | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee | | [Morgan Ranstrom](https://find.wellspent.co/advisors/morgan-ranstrom.md) | Trailhead Planners, LLC | Portland, Oregon | CEPA, CFA, CFP, RLP, CPA, MBT, MBA | Percentage of assets, Hourly, Fixed fees | | [Corey Beal](https://find.wellspent.co/advisors/corey-beal.md) | Empowering Finance, LLC | Portland, Oregon | CFP | Flat fee or retainer, Hourly, Ongoing planning fee | | [Eric Imley](https://find.wellspent.co/advisors/eric-imley.md) | Soaring Investment Management, LLC | Portland, Oregon | CFP, MFA, CKA, CFA | Percentage of assets, Hourly | | [Eric Thomas](https://find.wellspent.co/advisors/eric-thomas.md) | Clarity Capital Management | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee | | [Justin Harvey](https://find.wellspent.co/advisors/justin-harvey.md) | APM Wealth, LLC | Portland, Oregon | CFP, ChFC, RICP | Ongoing planning fee | | [Lisa Mesquit](https://find.wellspent.co/advisors/lisa-mesquit.md) | Soaring Investment Management, LLC | Portland, Oregon | CFA, CFP, ChFC | Percentage of assets, Hourly | | [Ryan Mohr](https://find.wellspent.co/advisors/ryan-mohr.md) | Clarity Capital Management | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee | | [Stefanie Pickard](https://find.wellspent.co/advisors/stefanie-pickard.md) | Old Growth Financial | Portland, Oregon | CFP, EA | Flat fee or retainer, One-time planning fee, Hourly | | [Joanne Boorman](https://find.wellspent.co/advisors/joanne-boorman.md) | Silver Oak Advisory Group | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Scott Malbasa](https://find.wellspent.co/advisors/scott-malbasa.md) | Adelphi Wealth Advisory | Portland, Oregon | CFP, JD | Percentage of assets, Hourly, Fixed fees | | [Tyler Elliott](https://find.wellspent.co/advisors/tyler-elliott.md) | Watershed Wealth Planning LLC | Portland, Oregon | CFP, JD | Ongoing planning fee | | [Richard Whitton](https://find.wellspent.co/advisors/richard-whitton.md) | RWW Financial Consulting | Portland, Oregon | CFP, ChFC | Percentage of assets, Ongoing planning fee, Hourly | | [Anika Hedstrom](https://find.wellspent.co/advisors/anika-hedstrom.md) | Uplevel Wealth LLC | Portland, Oregon | CFP, MBA | Ongoing planning fee | | [Aaron Hillman](https://find.wellspent.co/advisors/aaron-hillman.md) | Skyline Financial NW | Portland, Oregon | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Georgia Hussey](https://find.wellspent.co/advisors/georgia-hussey.md) | Modernist Financial | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacque Lefore](https://find.wellspent.co/advisors/jacque-lefore.md) | Womack Wealth and Business Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Kenneth Carraro](https://find.wellspent.co/advisors/kenneth-carraro.md) | Financial Planning Northwest | Portland, Oregon | CFP | Hourly, One-time planning fee | | [Christopher Winn](https://find.wellspent.co/advisors/christopher-winn.md) | Interactive Wealth Advisors | Portland, Oregon | CFP | Percentage of assets | | [Daniel Jacobson](https://find.wellspent.co/advisors/daniel-jacobson.md) | Gabriel Capital | Portland, Oregon | CFP | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee | | [Diana Harrison](https://find.wellspent.co/advisors/diana-harrison.md) | Financial Investment Team | Portland, Oregon | CFP | Percentage of assets, Hourly | | [Erik Miller](https://find.wellspent.co/advisors/erik-miller-1835810.md) | Interactive Wealth Advisors | Portland, Oregon | CFP | Percentage of assets | | [Jennifer De Thomas](https://find.wellspent.co/advisors/jennifer-de-thomas.md) | Birch Elliott Financial | Portland, Oregon | CFP | One-time planning fee | | [Nancy Congdon](https://find.wellspent.co/advisors/nancy-congdon.md) | Blue Water Wealth | Portland, Oregon | CFP | Percentage of assets, Fixed fees | | [Andrea Easterling](https://find.wellspent.co/advisors/andrea-easterling.md) | Fruitful | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee | | [Casie Dunning](https://find.wellspent.co/advisors/casie-dunning.md) | Rain or Shine Planning | Portland, Oregon | CFP | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Jacob Becker](https://find.wellspent.co/advisors/jacob-becker.md) | Portland Private Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Performance-based fees | | [Ryan Genor](https://find.wellspent.co/advisors/ryan-genor.md) | CLS Financial Advisors | Portland, Oregon | PFS | Percentage of assets, Ongoing planning fee | | [Sarah Lane](https://find.wellspent.co/advisors/sarah-lane.md) | CLS Financial Advisors | Portland, Oregon | PFS | Percentage of assets, Ongoing planning fee | | [Sean Burgess](https://find.wellspent.co/advisors/sean-burgess.md) | Burgess Financial Planning | Portland, Oregon | CFP | Hourly | | [Alexander Bowers](https://find.wellspent.co/advisors/alexander-bowers.md) | Pinestar Capital Advisors | Portland, Oregon | | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee | | [Amanda Sletmoe](https://find.wellspent.co/advisors/amanda-sletmoe.md) | Skyline Financial NW | Portland, Oregon | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Dirk Conradie](https://find.wellspent.co/advisors/dirk-conradie.md) | Wealth Advisors Northwest | Portland, Oregon | PFS | Percentage of assets, Fixed fees | | [Emily Zinn](https://find.wellspent.co/advisors/emily-zinn.md) | Multnomah Group | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Geoffrey Dougall](https://find.wellspent.co/advisors/geoffrey-dougall.md) | Wealth Advisors Northwest | Portland, Oregon | PFS | Percentage of assets, Fixed fees | | [Jake Larson](https://find.wellspent.co/advisors/jake-larson.md) | Multnomah Group | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Kaleen Anderson](https://find.wellspent.co/advisors/kaleen-anderson.md) | Skyline Financial NW | Portland, Oregon | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Nelson Rutherford](https://find.wellspent.co/advisors/nelson-rutherford.md) | Multnomah Group | Portland, Oregon | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Timothy Slevin-Vegdahl](https://find.wellspent.co/advisors/timothy-slevin-vegdahl.md) | Multnomah Group | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Alejandra Peña](https://find.wellspent.co/advisors/alejandra-pena.md) | Modernist Financial | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Bernard Tan](https://find.wellspent.co/advisors/bernard-tan.md) | Modernist Financial | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Brandon Trank](https://find.wellspent.co/advisors/brandon-trank.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [Casey Cleveland](https://find.wellspent.co/advisors/casey-cleveland.md) | Horst & Graben Wealth Management | Portland, Oregon | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Christian D'Urso](https://find.wellspent.co/advisors/christian-d-urso.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [James Spangler](https://find.wellspent.co/advisors/james-spangler.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [Jerry Davis](https://find.wellspent.co/advisors/jerry-davis.md) | Rain or Shine Planning | Portland, Oregon | PFS | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Natalie Slagle](https://find.wellspent.co/advisors/natalie-slagle.md) | Fyooz Financial Planning LLC | Portland, Oregon | CFP | | | [Philip Bagdade](https://find.wellspent.co/advisors/philip-bagdade.md) | Blue River Capital Management | Portland, Oregon | CFA | Percentage of assets | | [Rebecca Phillips](https://find.wellspent.co/advisors/rebecca-phillips-8227238.md) | Horst & Graben Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Rowan Colby](https://find.wellspent.co/advisors/rowan-colby.md) | JGP Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Coffee](https://find.wellspent.co/advisors/ryan-coffee.md) | JGP Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Sarinah Gigliotti](https://find.wellspent.co/advisors/sarinah-gigliotti.md) | JGP Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Todd Brundage](https://find.wellspent.co/advisors/todd-brundage.md) | Pacific Capital Works | Portland, Oregon | CFP, ChFC, MBA | Percentage of assets, Hourly, Fixed fees | | [Todd Porterfield](https://find.wellspent.co/advisors/todd-porterfield.md) | Fairchild Capital LLC | Portland, Oregon | CFP, RICP | Percentage of assets, Hourly | | [William Carmichael](https://find.wellspent.co/advisors/william-carmichael.md) | JGP Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [William Paustian](https://find.wellspent.co/advisors/william-paustian.md) | JGP Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Aaron Nielsen](https://find.wellspent.co/advisors/aaron-nielsen.md) | Shared Prosperity Group | Portland, Oregon | | Percentage of assets | | [Benjamin Newell](https://find.wellspent.co/advisors/benjamin-newell.md) | Miller Financial Group | Portland, Oregon | | Percentage of assets | | [Carrie Jorgensen](https://find.wellspent.co/advisors/carrie-jorgensen.md) | Wealth Advisors Northwest | Portland, Oregon | | Percentage of assets, Fixed fees | | [Daniel Botti](https://find.wellspent.co/advisors/daniel-botti.md) | Peregrine Asset Advisers | Portland, Oregon | | Percentage of assets | | [Drake Dunlap](https://find.wellspent.co/advisors/drake-dunlap.md) | Wealth Advisors Northwest | Portland, Oregon | | Percentage of assets, Fixed fees | | [Erik Daley](https://find.wellspent.co/advisors/erik-daley.md) | Multnomah Group | Portland, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Grant Kerger](https://find.wellspent.co/advisors/grant-kerger.md) | Peregrine Asset Advisers | Portland, Oregon | | Percentage of assets | | [Jada Fouch](https://find.wellspent.co/advisors/jada-fouch.md) | Blue Water Wealth | Portland, Oregon | | Percentage of assets, Fixed fees | | [Jadyn Kerns-Funk](https://find.wellspent.co/advisors/jadyn-kerns-funk.md) | Blue Water Wealth | Portland, Oregon | | Percentage of assets, Fixed fees | | [Kristen Rajotte](https://find.wellspent.co/advisors/kristen-rajotte.md) | Blue Water Wealth | Portland, Oregon | | Percentage of assets, Fixed fees | | [Kristine Stawinski](https://find.wellspent.co/advisors/kristine-stawinski.md) | Blue Water Wealth | Portland, Oregon | | Percentage of assets, Fixed fees | | [Merlin Arbor](https://find.wellspent.co/advisors/merlin-arbor.md) | Blue Water Wealth | Portland, Oregon | | Percentage of assets, Fixed fees | | [Pieter Conradie](https://find.wellspent.co/advisors/pieter-conradie.md) | Wealth Advisors Northwest | Portland, Oregon | | Percentage of assets, Fixed fees | | [Rebecca Dobson](https://find.wellspent.co/advisors/rebecca-dobson.md) | Multnomah Group | Portland, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Scott Cameron](https://find.wellspent.co/advisors/scott-cameron.md) | Multnomah Group | Portland, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Toby Wolfe](https://find.wellspent.co/advisors/toby-wolfe.md) | Wealth Advisors Northwest | Portland, Oregon | | Percentage of assets, Fixed fees | | [Todd Newell](https://find.wellspent.co/advisors/todd-newell.md) | Miller Financial Group | Portland, Oregon | | Percentage of assets | | [Tyler Johnson](https://find.wellspent.co/advisors/tyler-johnson.md) | Wealth Advisors Northwest | Portland, Oregon | | Percentage of assets, Fixed fees | | [David Ross](https://find.wellspent.co/advisors/david-ross.md) | Price Financial Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Edward Truax](https://find.wellspent.co/advisors/edward-truax.md) | Horst & Graben Wealth Management | Portland, Oregon | ChFC | Percentage of assets, Hourly, Fixed fees | | [Gavin Morton](https://find.wellspent.co/advisors/gavin-morton.md) | Ravensview Capital Management | Portland, Oregon | | Percentage of assets | | [Joseph Eberhardt](https://find.wellspent.co/advisors/joseph-eberhardt.md) | Ravensview Capital Management | Portland, Oregon | | Percentage of assets | | [Justin Exposito](https://find.wellspent.co/advisors/justin-exposito.md) | Price Financial Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Katia Prochovnic](https://find.wellspent.co/advisors/katia-prochovnic.md) | JGP Wealth Management | Portland, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Kibwe Cuffie](https://find.wellspent.co/advisors/kibwe-cuffie.md) | Portland Private Wealth Management | Portland, Oregon | | Percentage of assets, Hourly, Performance-based fees | | [Linden Cornett](https://find.wellspent.co/advisors/linden-cornett.md) | Seagrass Financial | Portland, Oregon | | Ongoing planning fee, One-time planning fee | | [Lindsey Cole](https://find.wellspent.co/advisors/lindsey-cole.md) | Venture Forth Financial | Portland, Oregon | | Percentage of assets, Hourly, One-time planning fee | | [Mateusz Sudol](https://find.wellspent.co/advisors/mateusz-sudol.md) | Price Financial Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Matthew Mai](https://find.wellspent.co/advisors/matthew-mai.md) | Price Financial Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Michael Patterson](https://find.wellspent.co/advisors/michael-patterson.md) | Mengis Capital Management | Portland, Oregon | CFA | Percentage of assets, Hourly | | [Mikela Rapattoni](https://find.wellspent.co/advisors/mikela-rapattoni.md) | Price Financial Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Seth Swenson](https://find.wellspent.co/advisors/seth-swenson.md) | Orchid Wealth Management | Portland, Oregon | | Percentage of assets | | [Caryn Sanchez](https://find.wellspent.co/advisors/caryn-sanchez.md) | Multnomah Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Christopher Acquaviva](https://find.wellspent.co/advisors/christopher-acquaviva.md) | Cross Financial | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [George Zimmerman](https://find.wellspent.co/advisors/george-zimmerman.md) | RIO Financial Planning | Portland, Oregon | | Percentage of assets, Hourly | | [Hailey Fields](https://find.wellspent.co/advisors/hailey-fields.md) | Multnomah Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Andrew Bennison](https://find.wellspent.co/advisors/andrew-bennison.md) | JGP Wealth Management | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Carson Hansen](https://find.wellspent.co/advisors/carson-hansen.md) | Painted Porch Advisors | Portland, Oregon | | Percentage of assets, Fixed fees | | [Cynthia Aschbacher](https://find.wellspent.co/advisors/cynthia-aschbacher.md) | Mengis Capital Management | Portland, Oregon | | Percentage of assets, Hourly | | [Danica Sachs](https://find.wellspent.co/advisors/danica-sachs.md) | Horst & Graben Wealth Management | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [David Paustian](https://find.wellspent.co/advisors/david-paustian.md) | JGP Wealth Management | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jamieson Grabenhorst](https://find.wellspent.co/advisors/jamieson-grabenhorst.md) | Horst & Graben Wealth Management | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Joseph Gross](https://find.wellspent.co/advisors/joseph-gross.md) | JGP Wealth Management | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Joseph Mengis](https://find.wellspent.co/advisors/joseph-mengis.md) | Mengis Capital Management | Portland, Oregon | | Percentage of assets, Hourly | | [Kendra Biller](https://find.wellspent.co/advisors/kendra-biller.md) | JGP Wealth Management | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Kevin Sanger](https://find.wellspent.co/advisors/kevin-sanger.md) | JGP Wealth Management | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Lindsay Fromhart](https://find.wellspent.co/advisors/lindsay-fromhart.md) | Mengis Capital Management | Portland, Oregon | | Percentage of assets, Hourly | | [Martin Bats](https://find.wellspent.co/advisors/martin-bats.md) | Mengis Capital Management | Portland, Oregon | | Percentage of assets, Hourly | | [Michael Sorem](https://find.wellspent.co/advisors/michael-sorem.md) | Mengis Capital Management | Portland, Oregon | | Percentage of assets, Hourly | | [Amanda Harvey](https://find.wellspent.co/advisors/amanda-harvey.md) | Uplevel Wealth | Portland, Oregon | CFP | Percentage of assets, Fixed fees | | [Brent Hunsberger](https://find.wellspent.co/advisors/brent-hunsberger.md) | Silver Oak Advisory Group | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Dobson](https://find.wellspent.co/advisors/charles-dobson.md) | Dobson Asset Management | Portland, Oregon | CFP | Percentage of assets, Hourly | | [Garth Shinn](https://find.wellspent.co/advisors/garth-shinn.md) | Aluman | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Gina Jacobson](https://find.wellspent.co/advisors/gina-jacobson.md) | Vision Capital Management | Portland, Oregon | CFP | Percentage of assets | | [Jessica Howe](https://find.wellspent.co/advisors/jessica-howe.md) | Silver Oak Advisory Group | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Justin Curtiss](https://find.wellspent.co/advisors/justin-curtiss.md) | Continuity Wealth Management | Portland, Oregon | CFP | Percentage of assets | | [Katelyn Cummings](https://find.wellspent.co/advisors/katelyn-cummings.md) | Vision Capital Management | Portland, Oregon | CFP | Percentage of assets | | [Maria Malloy](https://find.wellspent.co/advisors/maria-malloy.md) | Vision Capital Management | Portland, Oregon | CFP | Percentage of assets | | [Mark Higgins](https://find.wellspent.co/advisors/mark-higgins.md) | Index Fund Advisors | Portland, Oregon | CFP, CFA | Percentage of assets, Fixed fees | | [Matthew Sheets](https://find.wellspent.co/advisors/matthew-sheets.md) | Vision Capital Management | Portland, Oregon | CFP | Percentage of assets | | [Parker Gallagher](https://find.wellspent.co/advisors/parker-gallagher.md) | Silver Oak Advisory Group | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Philip Richman](https://find.wellspent.co/advisors/philip-richman.md) | Ciclo Wealth | Portland, Oregon | CFP | Percentage of assets | | [Rachael Schweiger](https://find.wellspent.co/advisors/rachael-schweiger.md) | Pinnacle Wealth Advisors | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Sarah Quist](https://find.wellspent.co/advisors/sarah-quist.md) | Vision Capital Management | Portland, Oregon | CFP | Percentage of assets | | [Shaughn Scott](https://find.wellspent.co/advisors/shaughn-scott.md) | Scott Capital Advisors | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Talia Calhoun](https://find.wellspent.co/advisors/talia-calhoun.md) | Sunnybranch Wealth | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [George Myers](https://find.wellspent.co/advisors/george-myers.md) | Phillips and Company Advisors | Portland, Oregon | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Jeffrey Schmidt](https://find.wellspent.co/advisors/jeffrey-schmidt.md) | Vision Capital Management | Portland, Oregon | CFA | Percentage of assets | | [John LaBarca](https://find.wellspent.co/advisors/john-labarca.md) | Vision Capital Management | Portland, Oregon | CFA | Percentage of assets | | [Marina Johnson](https://find.wellspent.co/advisors/marina-johnson.md) | Vision Capital Management | Portland, Oregon | CFA | Percentage of assets | | [William Baldwin](https://find.wellspent.co/advisors/william-baldwin.md) | Continuity Wealth Management | Portland, Oregon | ChFC | Percentage of assets | | [Brooke Golosinskiy](https://find.wellspent.co/advisors/brooke-golosinskiy.md) | Scott Capital Advisors | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Casey Scott](https://find.wellspent.co/advisors/casey-scott.md) | Scott Capital Advisors | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Catherine Gill](https://find.wellspent.co/advisors/catherine-gill.md) | Phillips and Company Advisors | Portland, Oregon | | Percentage of assets, Fixed fees, Performance-based fees | | [Chad Parlow](https://find.wellspent.co/advisors/chad-parlow.md) | Phillips and Company Advisors | Portland, Oregon | | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Sizemore](https://find.wellspent.co/advisors/christopher-sizemore.md) | Vision Capital Management | Portland, Oregon | | Percentage of assets | | [George Macdonald](https://find.wellspent.co/advisors/george-macdonald.md) | Phillips and Company Advisors | Portland, Oregon | | Percentage of assets, Fixed fees, Performance-based fees | | [James Smith](https://find.wellspent.co/advisors/james-smith-1396542.md) | Phillips and Company Advisors | Portland, Oregon | | Percentage of assets, Fixed fees, Performance-based fees | | [Jeannie Matza](https://find.wellspent.co/advisors/jeannie-matza.md) | Compass Investment Advisers | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jennifer Rice](https://find.wellspent.co/advisors/jennifer-rice.md) | Scott Capital Advisors | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jennifer Scott](https://find.wellspent.co/advisors/jennifer-scott.md) | Scott Capital Advisors | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Mueller](https://find.wellspent.co/advisors/jonathan-mueller.md) | Scott Capital Advisors | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Karan Narayan Iraddi](https://find.wellspent.co/advisors/karan-narayan-iraddi.md) | Magnolia Growth Capital | Portland, Oregon | | Percentage of assets | | [Kristen Hughes](https://find.wellspent.co/advisors/kristen-hughes.md) | Phillips and Company Advisors | Portland, Oregon | | Percentage of assets, Fixed fees, Performance-based fees | | [Mark Loewen](https://find.wellspent.co/advisors/mark-loewen.md) | Phillips and Company Advisors | Portland, Oregon | | Percentage of assets, Fixed fees, Performance-based fees | | [Matthew Schmidt](https://find.wellspent.co/advisors/matthew-schmidt.md) | Phillips and Company Advisors | Portland, Oregon | | Percentage of assets, Fixed fees, Performance-based fees | | [Michael Goodrich](https://find.wellspent.co/advisors/michael-goodrich.md) | Phillips and Company Advisors | Portland, Oregon | | Percentage of assets, Fixed fees, Performance-based fees | | [Michael Hardy](https://find.wellspent.co/advisors/michael-hardy.md) | Phillips and Company Advisors | Portland, Oregon | | Percentage of assets, Fixed fees, Performance-based fees | | [Paul Vermilya](https://find.wellspent.co/advisors/paul-vermilya.md) | Compass Investment Advisers | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Stacy Noll](https://find.wellspent.co/advisors/stacy-noll.md) | Phillips and Company Advisors | Portland, Oregon | | Percentage of assets, Fixed fees, Performance-based fees | | [Ted Guerin](https://find.wellspent.co/advisors/ted-guerin.md) | Blueprint Financial Advisors | Portland, Oregon | | Percentage of assets, Hourly | | [Thomas Edwards](https://find.wellspent.co/advisors/thomas-edwards.md) | Phillips and Company Advisors | Portland, Oregon | | Percentage of assets, Fixed fees, Performance-based fees | Showing the first 150 of 151. The full list, page by page: https://find.wellspent.co/locations/us/oregon/portland/?page=2 ## 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).