Financial advisors for founders in Oregon

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.

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.

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.

See every fee-only advisor fee in Oregon

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How will you plan for Oregon tax alongside federal tax?
6. 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.