# Financial advisors for founders in Oregon > For founders in Oregon, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Ryan McClung of Crossroads Wealth Planning and Grant Bledsoe of Three Oaks Wealth. Page: https://find.wellspent.co/specialties/founders-pre-exit/oregon/ 38 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 as a founder in Oregon? For founders in Oregon, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Ryan McClung of Crossroads Wealth Planning and Grant Bledsoe of Three Oaks Wealth. - [Morgan Ranstrom](https://find.wellspent.co/advisors/morgan-ranstrom/), Trailhead Planners, LLC, Portland. Holds the CPA, CFP and CFA. Fees on file: percentage of assets, hourly. - [Ryan McClung](https://find.wellspent.co/advisors/ryan-mcclung/), Crossroads Wealth Planning, Lake Oswego. Holds the CPA and CFP. Fees on file: hourly, one-time planning fee. - [Grant Bledsoe](https://find.wellspent.co/advisors/grant-bledsoe/), Three Oaks Wealth, Lake Oswego. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Garrett Dresen](https://find.wellspent.co/advisors/garrett-dresen/), Harbor Horizon Financial, Wilsonville. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Corey Beal](https://find.wellspent.co/advisors/corey-beal/), Empowering Finance, LLC, Portland. Holds the CFP. Fees on file: flat fee or retainer, hourly. - [Tracy Baron Garcia](https://find.wellspent.co/advisors/tracy-baron-garcia/), TBG Investing, Lake Oswego. Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee. ## How many fee-only financial advisors in Oregon work with founders? The Wellspent public graph lists 38 fee-only advisors for founders in Oregon, at 23 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in Oregon located? Of the 38 fee-only advisors for founders in Oregon, 8 are in Lake Oswego, followed by 7 in Bend and 7 in Beaverton. ## How do fee-only advisors for founders in Oregon charge? The most common fee among fee-only advisors for founders in Oregon is a percentage of assets, used by 89% of the 38 with fees on file. Many use more than one: 58% charge fixed fees and 55% 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. ## What credentials should a financial advisor for founders have? For founders, look for the CPA, CFP and CFA. In Oregon, 37% of the 38 advisors listed hold the CFP. - CPA (5% of advisors listed): CPAs can model deal structure and the tax on proceeds. - CFP (37% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (8% of advisors listed): The CFA helps with investing a large sum at once. ## How do Oregon advisors for founders compare with the rest of the US? 55% of fee-only advisors for founders in Oregon charge by the hour, compared with 46% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from Oregon? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Oregon can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Oregon? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How will you plan for Oregon tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Garrett Dresen](https://find.wellspent.co/advisors/garrett-dresen.md) | Harbor Horizon Financial | Wilsonville, Oregon | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Robert Costello](https://find.wellspent.co/advisors/robert-costello.md) | Costello Financial Planning | Bend, Oregon | CFP | Percentage of assets, Fixed fees | | [Tracy Baron Garcia](https://find.wellspent.co/advisors/tracy-baron-garcia.md) | TBG Investing | Lake Oswego, Oregon | CFP, MBA | Ongoing planning fee, One-time planning fee | | [Ryan McClung](https://find.wellspent.co/advisors/ryan-mcclung.md) | Crossroads Wealth Planning | Lake Oswego, Oregon | CEPA, CFP, CPA | Hourly, One-time planning fee | | [Grant Bledsoe](https://find.wellspent.co/advisors/grant-bledsoe.md) | Three Oaks Wealth | Lake Oswego, Oregon | AIF, CEPA, CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [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 | | [Corey Beal](https://find.wellspent.co/advisors/corey-beal.md) | Empowering Finance, LLC | Portland, Oregon | CFP | Flat fee or retainer, Hourly, Ongoing planning fee | | [Georgia Hussey](https://find.wellspent.co/advisors/georgia-hussey.md) | Modernist Financial | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Gregory Fowler](https://find.wellspent.co/advisors/gregory-fowler.md) | Integrated Capital Planning | Bend, 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 | | [Stephen Andrusko](https://find.wellspent.co/advisors/stephen-andrusko.md) | Integrated Capital Planning | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Alicia Martinez](https://find.wellspent.co/advisors/alicia-martinez.md) | Divergent Financial Advisory Services (DiFi Advisory) | Salem, Oregon | | One-time planning fee, Hourly | | [Erica Nortman](https://find.wellspent.co/advisors/erica-nortman.md) | Capitol Family Office | Beaverton, Oregon | | Percentage of assets | | [Mark Nortman](https://find.wellspent.co/advisors/mark-nortman.md) | Capitol Family Office | Beaverton, Oregon | | Percentage of assets | | [Craig Olson](https://find.wellspent.co/advisors/craig-olson.md) | VergePointe | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Goran Ognjenovic](https://find.wellspent.co/advisors/goran-ognjenovic.md) | Independent Investment Advisors | Hillsboro, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Nagy](https://find.wellspent.co/advisors/jonathan-nagy.md) | Alpine Road Financial | Bend, Oregon | | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Matthew Vance](https://find.wellspent.co/advisors/matthew-vance.md) | VergePointe | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Blankl](https://find.wellspent.co/advisors/nicholas-blankl.md) | Consilium Wealth Advisory | West Linn, Oregon | CFA | Percentage of assets, Fixed fees | | [Scott Theodorson](https://find.wellspent.co/advisors/scott-theodorson.md) | VergePointe | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Jeffrey Strode](https://find.wellspent.co/advisors/jeffrey-strode.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Michael Keeton](https://find.wellspent.co/advisors/michael-keeton.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Michael McCabe](https://find.wellspent.co/advisors/michael-mccabe.md) | Kera Capital | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Mitchel Ludtke](https://find.wellspent.co/advisors/mitchel-ludtke.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Robert Warmkessel](https://find.wellspent.co/advisors/robert-warmkessel.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Soojin Hwang](https://find.wellspent.co/advisors/soojin-hwang.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Ashley Micciche](https://find.wellspent.co/advisors/ashley-micciche.md) | True North Retirement Advisors | Clackamas, Oregon | | Percentage of assets, Fixed fees | | [Cameron Marzi](https://find.wellspent.co/advisors/cameron-marzi.md) | Rogue Advisors | Grants Pass, Oregon | | Percentage of assets, Hourly, One-time planning fee | | [Daniel Evans](https://find.wellspent.co/advisors/daniel-evans-2558673.md) | StrategyCap | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [David Wilson](https://find.wellspent.co/advisors/david-wilson.md) | True North Retirement Advisors | Clackamas, Oregon | | Percentage of assets, Fixed fees | | [Jared Pearson](https://find.wellspent.co/advisors/jared-pearson.md) | StrategyCap | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Todd Micciche](https://find.wellspent.co/advisors/todd-micciche.md) | True North Retirement Advisors | Clackamas, Oregon | | Percentage of assets, Fixed fees | | [Todd Thompson](https://find.wellspent.co/advisors/todd-thompson.md) | Rogue Advisors | Grants Pass, Oregon | | Percentage of assets, Hourly, One-time planning fee | | [Scott Roberts](https://find.wellspent.co/advisors/scott-roberts.md) | VergePointe | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [William Ross](https://find.wellspent.co/advisors/william-ross.md) | North Forty Two & | Lake Oswego, Oregon | | Percentage of assets | | [Cameron Hunt](https://find.wellspent.co/advisors/cameron-hunt.md) | Alpha Zero | Wilsonville, Oregon | | Percentage of assets, Fixed fees, Performance-based fees | ## Related - [Retirement planning in Oregon](https://find.wellspent.co/specialties/retirement-planning/oregon.md) - [Estate planning in Oregon](https://find.wellspent.co/specialties/estate-planning/oregon.md) - [Tax planning in Oregon](https://find.wellspent.co/specialties/tax-planning/oregon.md) - [Pre-retirees in Oregon](https://find.wellspent.co/audiences/pre-retirees/oregon.md) - [Small business owners in Oregon](https://find.wellspent.co/specialties/small-business-owners/oregon.md) - [Retirees in Oregon](https://find.wellspent.co/audiences/retirees/oregon.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).