# Financial advisors for estate planning in Portland, Oregon > For estate planning in Portland, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Harrison Hinz of First Pacific Financial and Andrea Vedder of Iambic Financial. Page: https://find.wellspent.co/specialties/estate-planning/oregon/portland/ 40 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Portland? For estate planning in Portland, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Harrison Hinz of First Pacific Financial and Andrea Vedder of Iambic Financial. - [Morgan Ranstrom](https://find.wellspent.co/advisors/morgan-ranstrom/), Trailhead Planners, LLC, Portland City. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Harrison Hinz](https://find.wellspent.co/advisors/harrison-hinz/), First Pacific Financial, Portland City. Holds the CFP. Fees on file: percentage of assets. - [Andrea Vedder](https://find.wellspent.co/advisors/andrea-vedder/), Iambic Financial, Portland City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Richard Whitton](https://find.wellspent.co/advisors/richard-whitton/), RWW Financial Consulting, Portland City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Kenneth Carraro](https://find.wellspent.co/advisors/kenneth-carraro/), Financial Planning Northwest, Portland City. Holds the CFP. Fees on file: hourly, one-time planning fee. - [Jonas Merrill](https://find.wellspent.co/advisors/jonas-merrill/), Pathlight Financial Planning, Portland City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in Portland work on estate planning? The Wellspent public graph lists 40 fee-only advisors for estate planning in Portland, at 17 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Portland charge? The most common fee among fee-only advisors for estate planning in Portland is a percentage of assets, used by 98% of the 40 with fees on file. Many use more than one: 57% charge fixed fees and 43% 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. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP and CPA. In Portland, 30% of the 40 advisors listed hold the CFP. - CFP (30% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - CPA (3% of advisors listed): CPAs help with estate and gift tax filings. ## How do Portland advisors for estate planning compare with the rest of the US? 30% of fee-only advisors for estate planning in Portland hold the CFP, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Oregon have an estate tax? Yes. Oregon has its own estate tax, separate from the federal one, and its threshold can be lower. ## What should I ask a financial advisor about estate planning in Portland? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - How would you plan for Oregon's estate tax as well as the federal one? ## How current is this list of fee-only advisors for estate planning 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 | | [Richard Whitton](https://find.wellspent.co/advisors/richard-whitton.md) | RWW Financial Consulting | Portland, Oregon | CFP, ChFC | Percentage of assets, Ongoing planning fee, Hourly | | [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 | | [Diana Harrison](https://find.wellspent.co/advisors/diana-harrison.md) | Financial Investment Team | Portland, Oregon | CFP | Percentage of assets, Hourly | | [Nancy Congdon](https://find.wellspent.co/advisors/nancy-congdon.md) | Blue Water Wealth | Portland, Oregon | CFP | Percentage of assets, Fixed fees | | [Jacob Becker](https://find.wellspent.co/advisors/jacob-becker.md) | Portland Private Wealth Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Performance-based fees | | [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 | | [Geoffrey Dougall](https://find.wellspent.co/advisors/geoffrey-dougall.md) | Wealth Advisors Northwest | Portland, Oregon | PFS | Percentage of assets, 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 | | [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 | | [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 | | [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 | | [Drake Dunlap](https://find.wellspent.co/advisors/drake-dunlap.md) | Wealth Advisors Northwest | Portland, Oregon | | Percentage of assets, Fixed fees | | [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 | | [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 | | [Justin Exposito](https://find.wellspent.co/advisors/justin-exposito.md) | Price Financial Group | Portland, Oregon | | 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 | | [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 | | [Mikela Rapattoni](https://find.wellspent.co/advisors/mikela-rapattoni.md) | Price Financial Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Portland](https://find.wellspent.co/specialties/retirement-planning/oregon/portland.md) - [Tax planning in Portland](https://find.wellspent.co/specialties/tax-planning/oregon/portland.md) ## 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).