Fee-only financial advisors in Salem, Oregon
Which fee-only financial advisor should I talk to in Salem?
Start with a fee-only advisor in Salem whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Brenna Baucum of Collective Wealth Planning, LLC, Max Elvrom of Keudell Morrison Wealth Management and Steven Jamison of Jamison Hanson, 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.
- Brenna Baucum Collective Wealth Planning, LLC Holds the CFP. Fees on file: hourly, ongoing planning fee.
- Max Elvrom Keudell Morrison Wealth Management Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Steven Jamison Jamison Hanson Holds the CFP. Fees on file: percentage of assets, hourly.
- Michael Blanchard JGC Tax & Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Barrigan Nelson Capital Financial Planners Holds the CFP. Fees on file: percentage of assets, hourly.
- Alicia Martinez Divergent Financial Advisory Services (DiFi Advisory) Fees on file: one-time planning fee, hourly.
By the numbers
- Advisors listed
- 32
- Firms
- 11
- Hold the CFP
- 31%
- How they charge (of 32 with fees on file): percentage of assets 91% · fixed fees 78% · hourly 72% · ongoing planning fee 6%
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 Salem by what you need
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Questions about fee-only advisors in Salem
How many fee-only advisors in Salem are there?
The Wellspent public graph lists 32 fee-only advisors in Salem, at 11 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Salem focus on?
The most common focus among fee-only advisors in Salem is estate planning (6), followed by retirement planning (5) and tax planning (5). Advisors can list more than one.
How do fee-only advisors in Salem charge?
The most common fee among fee-only advisors in Salem is a percentage of assets, used by 91% of the 32 with fees on file. Many use more than one: 78% charge fixed fees and 72% 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 Salem hold the CFP?
31% of the 32 fee-only advisors in Salem 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 Salem?
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 32 advisors in Salem
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brenna Baucum | Collective Wealth Planning, LLC | Salem | CFP | Hourly, Ongoing planning fee |
| Brenna Jensen-Baucum | Collective Wealth Planning | Salem | CFP | Hourly, Ongoing planning fee |
| Alicia Martinez | Divergent Financial Advisory Services (DiFi Advisory) | Salem | Not listed | One-time planning fee, Hourly |
| Steven Jamison | Jamison Hanson | Salem | CFP | Percentage of assets, Hourly |
| Mathew Wynn | Jamison Hanson | Salem | Not listed | Percentage of assets, Hourly |
| Jacob Wihtol | Capstone Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Robert Norton | Capstone Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Barrigan Nelson | Capital Financial Planners | Salem | CFP | Percentage of assets, Hourly |
| Chad Campbell | Capital Financial Planners | Salem | CFP | Percentage of assets, Hourly |
| Danae Johnson | Capital Financial Planners | Salem | CFP | Percentage of assets, Hourly |
| Joseph Morelli | Keudell Morrison Wealth Management | Salem | CFP | Percentage of assets, Fixed fees |
| Larry Keudell | Keudell Morrison Wealth Management | Salem | CFP | Percentage of assets, Fixed fees |
| Max Elvrom | Keudell Morrison Wealth Management | Salem | CFP | Percentage of assets, Fixed fees |
| Michael Blanchard | JGC Tax & Wealth Management | Salem | CFP | Percentage of assets, Hourly |
| Stewart Hayes | Willamette Valley Wealth Management | Salem | PFS | Percentage of assets |
| Amanda Shine | Keudell Morrison Wealth Management | Salem | Not listed | Percentage of assets, Fixed fees |
| Jason Herber | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Joel Blount | Keudell Morrison Wealth Management | Salem | Not listed | Percentage of assets, Fixed fees |
| Joseph Alstott | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Katie Fallin | JGC Tax & Wealth Management | Salem | Not listed | Percentage of assets, Hourly |
| Kurt Potter | Keudell Morrison Wealth Management | Salem | Not listed | Percentage of assets, Fixed fees |
| Landon Davis | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Michael Barr | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Michael Davis | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Michael Long | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Michael Morrison | Keudell Morrison Wealth Management | Salem | Not listed | Percentage of assets, Fixed fees |
| Paul Cramer | JGC Tax & Wealth Management | Salem | Not listed | Percentage of assets, Hourly |
| Stephanie Smith | Keudell Morrison Wealth Management | Salem | Not listed | Percentage of assets, Fixed fees |
| Stephen Altman | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Steven Binns | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Todd Gescher | True Private Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Wesley Holt | Littlejohn Financial Services | Salem | Not listed | Percentage of assets, Hourly |
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