Fee-only financial advisors in Portland, Oregon
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Morgan Ranstrom Trailhead Planners, LLC Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Stefanie Pickard Old Growth Financial Holds the CFP and EA. Fees on file: flat fee or retainer, one-time planning fee.
- Lisa Mesquit Soaring Investment Management, LLC Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Mark Higgins Index Fund Advisors Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Justin Harvey APM Wealth, LLC Holds the CFP. Fees on file: ongoing planning fee.
- Richard Whitton RWW Financial Consulting Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 151
- Firms
- 64
- Hold the CFP
- 40%
- Other credentials: CFA 9% · CPA 1% · EA 1%
- How they charge (of 150 with fees on file): percentage of assets 94% · fixed fees 54% · hourly 53% · ongoing planning fee 13%
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 Portland by what you need
Find an advisor in Oregon by fee, assets, or credential
Questions about fee-only advisors in Portland
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.
All 151 advisors in Portland
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Harrison Hinz | First Pacific Financial | Portland | CFP | Percentage of assets |
| Andrea Vedder | Iambic Financial | Portland | CFP | Percentage of assets, Hourly |
| Jonas Merrill | Pathlight Financial Planning | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Morgan Ranstrom | Trailhead Planners, LLC | Portland | CEPA, CFA, CFP, RLP | Percentage of assets, Hourly |
| Corey Beal | Empowering Finance, LLC | Portland | CFP | Flat fee or retainer, Hourly |
| Eric Imley | Soaring Investment Management, LLC | Portland | CFP, MFA, CKA, CFA | Percentage of assets, Hourly |
| Eric Thomas | Clarity Capital Management | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Justin Harvey | APM Wealth, LLC | Portland | CFP, ChFC, RICP | Ongoing planning fee |
| Lisa Mesquit | Soaring Investment Management, LLC | Portland | CFA, CFP, ChFC | Percentage of assets, Hourly |
| Ryan Mohr | Clarity Capital Management | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Stefanie Pickard | Old Growth Financial | Portland | CFP, EA | Flat fee or retainer, One-time planning fee |
| Joanne Boorman | Silver Oak Advisory Group | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Scott Malbasa | Adelphi Wealth Advisory | Portland | CFP, JD | Percentage of assets, Hourly |
| Tyler Elliott | Watershed Wealth Planning LLC | Portland | CFP, JD | Ongoing planning fee |
| Richard Whitton | RWW Financial Consulting | Portland | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Anika Hedstrom | Uplevel Wealth LLC | Portland | CFP, MBA | Ongoing planning fee |
| Aaron Hillman | Skyline Financial NW | Portland | CFP | Percentage of assets, One-time planning fee |
| Georgia Hussey | Modernist Financial | Portland | CFP | Percentage of assets, Hourly |
| Jacque Lefore | Womack Wealth and Business Management | Portland | CFP | Percentage of assets, Hourly |
| Kenneth Carraro | Financial Planning Northwest | Portland | CFP | Hourly, One-time planning fee |
| Christopher Winn | Interactive Wealth Advisors | Portland | CFP | Percentage of assets |
| Daniel Jacobson | Gabriel Capital | Portland | CFP | Percentage of assets, Hourly |
| Diana Harrison | Financial Investment Team | Portland | CFP | Percentage of assets, Hourly |
| Erik Miller | Interactive Wealth Advisors | Portland | CFP | Percentage of assets |
| Jennifer De Thomas | Birch Elliott Financial | Portland | CFP | One-time planning fee |
| Nancy Congdon | Blue Water Wealth | Portland | CFP | Percentage of assets, Fixed fees |
| Andrea Easterling | Fruitful | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Casie Dunning | Rain or Shine Planning | Portland | CFP | Percentage of assets, Hourly |
| Jacob Becker | Portland Private Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Ryan Genor | CLS Financial Advisors | Portland | PFS | Percentage of assets, Ongoing planning fee |
| Sarah Lane | CLS Financial Advisors | Portland | PFS | Percentage of assets, Ongoing planning fee |
| Sean Burgess | Burgess Financial Planning | Portland | CFP | Hourly |
| Alexander Bowers | Pinestar Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Amanda Sletmoe | Skyline Financial NW | Portland | Not listed | Percentage of assets, One-time planning fee |
| Dirk Conradie | Wealth Advisors Northwest | Portland | PFS | Percentage of assets, Fixed fees |
| Emily Zinn | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Geoffrey Dougall | Wealth Advisors Northwest | Portland | PFS | Percentage of assets, Fixed fees |
| Jake Larson | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Kaleen Anderson | Skyline Financial NW | Portland | Not listed | Percentage of assets, One-time planning fee |
| Nelson Rutherford | Multnomah Group | Portland | CFP, PFS | Percentage of assets, Hourly |
| Timothy Slevin-Vegdahl | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Alejandra Peña | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Bernard Tan | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Brandon Trank | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Casey Cleveland | Horst & Graben Wealth Management | Portland | CFP, ChFC | Percentage of assets, Hourly |
| Christian D'Urso | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| James Spangler | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Jerry Davis | Rain or Shine Planning | Portland | PFS | Percentage of assets, Hourly |
| Natalie Slagle | Fyooz Financial Planning LLC | Portland | CFP | Not listed |
| Philip Bagdade | Blue River Capital Management | Portland | CFA | Percentage of assets |
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