Financial advisors for estate planning in Portland, Oregon

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.

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.

See every fee-only advisor fee in Oregon

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.

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?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. 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.