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Fee report · Oregon

What fee-only financial advisors charge in Oregon

Fee-only financial advisors in Oregon who publish their prices charge a median of $5,000 a year for ongoing planning, $2,500 for a one-time plan, or 1% of assets a year, from 51 firm websites. Ongoing planning here is 11% above the national median of $4,500.

FeeOregonUnited States
Ongoing planning (per year) $5,000$4,500 to $6,600 · 17 firms $4,500
One-time financial plan $2,500$600 to $4,000 · 21 firms $2,000
Hourly rate Fewer than 12 firms publish this $300
Assets under management (first tier) 1%0.98% to 1.25% · 21 firms 1%
No account minimum50%of 20 firms that state one50%

Medians, with the middle half of firms below each. A figure appears only with at least 12 firms behind it. Prices are the starting prices firms publish on their own websites, each checked word for word against the page. This is the 2026 Q4 edition, with figures as of October 31, 2026.

Find a fee-only advisor in Oregon

See fee-only advisors in Oregon on the public graph, with each advisor's fees where they publish them. Many fee-only advisors also work with clients in other states by video, so a planner elsewhere can be an option if you want a particular specialty.

Questions

How much does a fee-only financial advisor cost in Oregon?

Among fee-only firms in Oregon that publish prices, the median ongoing planning fee is $5,000 a year, with the middle half between $4,500 and $6,600. That's 11% above the national median of $4,500.

Do Oregon fee-only advisors have account minimums?

Of 20 Oregon firms that state an account minimum on their website, 50% say they have none.