Financial advisors for retirement planning in Oregon
Which financial advisor should I talk to about retirement planning in Oregon?
For retirement planning in Oregon, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® of Aegis Financial Advisory, Ryan McClung of Crossroads Wealth Planning and Craig Nelson of Red Sky Financial Planning, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® Aegis Financial Advisory, Lake Oswego Holds the RICP, CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Ryan McClung Crossroads Wealth Planning, Lake Oswego Holds the CFP and CPA. Fees on file: hourly, one-time planning fee.
- Craig Nelson Red Sky Financial Planning, LLC, Wilsonville Holds the CFP and CPA. Fees on file: flat fee or retainer, percentage of assets.
- Britton Wellington Real Agency Wealth, Beaverton Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Lissa Piper Money Blossoms, Beaverton Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Brent Hamilton WBH Financial Services, LLC, Lake Oswego Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
How many fee-only financial advisors in Oregon work on retirement planning?
The Wellspent public graph lists 159 fee-only advisors for retirement planning in Oregon, at 87 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for retirement planning in Oregon located?
Of the 159 fee-only advisors for retirement planning in Oregon, 39 are in Portland, followed by 20 in Bend and 17 in Eugene.
Plus 58 in other cities.
How do fee-only advisors for retirement planning in Oregon charge?
The most common fee among fee-only advisors for retirement planning in Oregon is a percentage of assets, used by 91% of the 159 with fees on file. Many use more than one: 56% charge by the hour and 48% charge fixed fees.
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 retirement planning have?
For retirement planning, look for the RICP, CFP and EA. In Oregon, 40% of the 159 advisors listed hold the CFP.
- RICP1% in Oregon
- The RICP is built around retirement income specifically.
- CFP40% in Oregon
- The CFP covers income, tax, insurance, and estate decisions together.
- EA3% in Oregon
- Enrolled agents help with Roth conversions and withdrawal order.
- CPA2% in Oregon
- CPAs help with the tax side of withdrawals.
How do Oregon advisors for retirement planning compare with the rest of the US?
56% of fee-only advisors for retirement planning in Oregon charge by the hour, compared with 45% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Oregon. Light bars are all US advisors for retirement planning.
Does Oregon tax Social Security?
No. Oregon doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Oregon?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Oregon tax each source of my retirement income?
How current is this list of fee-only advisors for retirement planning 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.
All 159 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Craig Nelson | Red Sky Financial Planning, LLC | Wilsonville | CFP, CPA | Flat fee or retainer, Percentage of assets |
| Garrett Dresen | Harbor Horizon Financial | Wilsonville | CFP | Percentage of assets, Flat fee or retainer |
| Harrison Hinz | First Pacific Financial | Portland | CFP | Percentage of assets |
| Robert Costello | Costello Financial Planning | Bend | CFP | Percentage of assets, Fixed fees |
| Tracy Baron Garcia | TBG Investing | Lake Oswego | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Adam Cornwell | North Ridge Wealth Advisors | Beaverton | CFA, CFP | Percentage of assets |
| Andrea Vedder | Iambic Financial | Portland | CFP | Percentage of assets, Hourly |
| Andrew Gray | Gray Wealth Strategies | Bend | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Britton Wellington | Real Agency Wealth | Beaverton | CFP, EA | Percentage of assets, Ongoing planning fee |
| Ryan McClung | Crossroads Wealth Planning | Lake Oswego | CEPA, CFP, CPA | Hourly, One-time planning fee |
| Grant Bledsoe | Three Oaks Wealth | Lake Oswego | AIF, CEPA, CFA, CFP | Percentage of assets, Hourly |
| Jonas Merrill | Pathlight Financial Planning | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Morgan Ranstrom | Trailhead Planners, LLC | Portland | CEPA, CFA, CFP, RLP | Percentage of assets, Hourly |
| Nathaniel Baim | Pursuit Planning and Investments, LLC | Beaverton | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Brenna Baucum | Collective Wealth Planning, LLC | Salem | CFP | Hourly, Ongoing planning fee |
| Brenna Jensen-Baucum | Collective Wealth Planning | Salem | CFP | Hourly, Ongoing planning fee |
| Brent Hamilton | WBH Financial Services, LLC | Lake Oswego | CDFA, CFP, EA, MS | Ongoing planning fee, One-time planning fee |
| Eric Thomas | Clarity Capital Management | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® | Aegis Financial Advisory | Lake Oswego | CFP, ChFC, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| Meg van den Már | Alongside Financial Partners, LLC | Bend | CFP | Percentage of assets |
| Ryan Mohr | Clarity Capital Management | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Clayton Phillips | Clarity Financial | Beaverton | CFP | Percentage of assets, Hourly |
| Ryan Murphy | Pacific Coast Investment Advisors, LLC | West Linn | AIF, CFP, MSFP | Percentage of assets, Hourly |
| Scott Malbasa | Adelphi Wealth Advisory | Portland | CFP, JD | Percentage of assets, Hourly |
| Lissa Piper | Money Blossoms | Beaverton | CFP, MBA, EA | Ongoing planning fee, One-time planning fee |
| Nicholas Pihl | Pihl Financial Planning | Milwaukie | CFA, CFP | Percentage of assets, Fixed fees |
| Richard Whitton | RWW Financial Consulting | Portland | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Aaron Hillman | Skyline Financial NW | Portland | CFP | Percentage of assets, One-time planning fee |
| Jason Gong | Lifelong Wealth Management Group | Lake Oswego | CFP, ChFC | Percentage of assets |
| Robert Severdia | Nest Financial Planning | Hood River | CFP | Percentage of assets, One-time planning fee |
| Wai Ngan Yu | Summa Global Advisors | Clackamas | CFP | Percentage of assets, Fixed fees |
| Gregory Fowler | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Jacque Lefore | Womack Wealth and Business Management | Portland | CFP | Percentage of assets, Hourly |
| John Schniepp | Cascade Financial Strategies | Bend | CFP, ChFC | Percentage of assets, Hourly |
| Kenneth Carraro | Financial Planning Northwest | Portland | CFP | Hourly, One-time planning fee |
| Stephen Andrusko | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Alicia Martinez | Divergent Financial Advisory Services (DiFi Advisory) | Salem | Not listed | One-time planning fee, Hourly |
| Charles Blozinski | Integrity Wealth Management | Brookings | CFP | Percentage of assets, Fixed fees |
| Christopher Pawlowski | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Christopher Winn | Interactive Wealth Advisors | Portland | CFP | Percentage of assets |
| Cindy Kleiner | Guiding Financial | Eugene | CFP | Percentage of assets, Hourly |
| Daniel Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | CFP | Percentage of assets, Hourly |
| Daniel Jacobson | Gabriel Capital | Portland | CFP | Percentage of assets, Hourly |
| Diana Harrison | Financial Investment Team | Portland | CFP | Percentage of assets, Hourly |
| Elijah Lyons | Lookahead Wealth | West Linn | CFP | Percentage of assets |
| Ellen Johnson | Thistle Wealth | Corvallis | Not listed | Percentage of assets |
| Erica Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Erik Miller | Interactive Wealth Advisors | Portland | CFP | Percentage of assets |
| Jesse Coffee | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Locke Bielefeldt | Willamette Wealth Partners | Eugene | CFP | Percentage of assets |
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