Financial advisors for family wealth transfer in Oregon

Which financial advisor should I talk to about passing wealth to the next generation in Oregon?

For family wealth transfer in Oregon, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Frederick Payne of Swiftwater Capital and Lisa Mesquit of Soaring Investment Management, LLC.

How many fee-only financial advisors in Oregon work on family wealth transfer?

The Wellspent public graph lists 41 fee-only advisors for family wealth transfer in Oregon, at 20 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for family wealth transfer in Oregon charge?

The most common fee among fee-only advisors for family wealth transfer in Oregon is a percentage of assets, used by 100% of the 41 with fees on file. Many use more than one: 49% charge fixed fees and 46% 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 much does a one-time financial plan cost in Oregon?

A one-time financial plan from a fee-only firm in Oregon has a median price of $2,500. We found this across the published prices of 21 Oregon firms.

See every fee-only advisor fee in Oregon

What credentials should a financial advisor for family wealth transfer have?

For family wealth transfer, look for the CFP and CPA. In Oregon, 20% of the 41 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 passing wealth to the next generation in Oregon?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
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 family wealth transfer in Oregon?

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.