# Financial advisors for retirement planning in Portland, Oregon > For retirement planning in Portland, 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 Morgan Ranstrom of Trailhead Planners, LLC, Richard Whitton of RWW Financial Consulting and Daniel Jacobson of Gabriel Capital. Page: https://find.wellspent.co/specialties/retirement-planning/oregon/portland/ 39 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 about retirement planning in Portland? For retirement planning in Portland, 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 Morgan Ranstrom of Trailhead Planners, LLC, Richard Whitton of RWW Financial Consulting and Daniel Jacobson of Gabriel Capital. - [Morgan Ranstrom](https://find.wellspent.co/advisors/morgan-ranstrom/), Trailhead Planners, LLC, Portland City. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Richard Whitton](https://find.wellspent.co/advisors/richard-whitton/), RWW Financial Consulting, Portland City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Daniel Jacobson](https://find.wellspent.co/advisors/daniel-jacobson/), Gabriel Capital, Portland City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Jonas Merrill](https://find.wellspent.co/advisors/jonas-merrill/), Pathlight Financial Planning, Portland City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Ryan Mohr](https://find.wellspent.co/advisors/ryan-mohr/), Clarity Capital Management, Portland City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Christopher Winn](https://find.wellspent.co/advisors/christopher-winn/), Interactive Wealth Advisors, Portland City. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Portland work on retirement planning? The Wellspent public graph lists 39 fee-only advisors for retirement planning in Portland, at 21 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for retirement planning in Portland charge? The most common fee among fee-only advisors for retirement planning in Portland is a percentage of assets, used by 97% of the 39 with fees on file. Many use more than one: 62% charge by the hour and 46% charge fixed fees. ## 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. ## What credentials should a financial advisor for retirement planning have? For retirement planning, look for the CFP and CPA. In Portland, 49% of the 39 advisors listed hold the CFP. - CFP (49% of advisors listed): The CFP covers income, tax, insurance, and estate decisions together. - CPA (3% of advisors listed): CPAs help with the tax side of withdrawals. ## How do Portland advisors for retirement planning compare with the rest of the US? 62% of fee-only advisors for retirement planning in Portland 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. ## 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 Portland? - 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 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Harrison Hinz](https://find.wellspent.co/advisors/harrison-hinz.md) | First Pacific Financial | Portland, Oregon | CFP | Percentage of assets | | [Andrea Vedder](https://find.wellspent.co/advisors/andrea-vedder.md) | Iambic Financial | Portland, Oregon | CFP | Percentage of assets, Hourly, Ongoing planning fee | | [Jonas Merrill](https://find.wellspent.co/advisors/jonas-merrill.md) | Pathlight Financial Planning | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee | | [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 | | [Eric Thomas](https://find.wellspent.co/advisors/eric-thomas.md) | Clarity Capital Management | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee | | [Ryan Mohr](https://find.wellspent.co/advisors/ryan-mohr.md) | Clarity Capital Management | Portland, Oregon | CFP | Percentage of assets, Ongoing planning fee | | [Scott Malbasa](https://find.wellspent.co/advisors/scott-malbasa.md) | Adelphi Wealth Advisory | Portland, Oregon | CFP, JD | Percentage of assets, Hourly, Fixed fees | | [Richard Whitton](https://find.wellspent.co/advisors/richard-whitton.md) | RWW Financial Consulting | Portland, Oregon | CFP, ChFC | Percentage of assets, Ongoing planning fee, Hourly | | [Aaron Hillman](https://find.wellspent.co/advisors/aaron-hillman.md) | Skyline Financial NW | Portland, Oregon | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Jacque Lefore](https://find.wellspent.co/advisors/jacque-lefore.md) | Womack Wealth and Business Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Kenneth Carraro](https://find.wellspent.co/advisors/kenneth-carraro.md) | Financial Planning Northwest | Portland, Oregon | CFP | Hourly, One-time planning fee | | [Christopher Winn](https://find.wellspent.co/advisors/christopher-winn.md) | Interactive Wealth Advisors | Portland, Oregon | CFP | Percentage of assets | | [Daniel Jacobson](https://find.wellspent.co/advisors/daniel-jacobson.md) | Gabriel Capital | Portland, Oregon | CFP | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee | | [Diana Harrison](https://find.wellspent.co/advisors/diana-harrison.md) | Financial Investment Team | Portland, Oregon | CFP | Percentage of assets, Hourly | | [Erik Miller](https://find.wellspent.co/advisors/erik-miller-1835810.md) | Interactive Wealth Advisors | Portland, Oregon | CFP | Percentage of assets | | [Ryan Genor](https://find.wellspent.co/advisors/ryan-genor.md) | CLS Financial Advisors | Portland, Oregon | PFS | Percentage of assets, Ongoing planning fee | | [Sarah Lane](https://find.wellspent.co/advisors/sarah-lane.md) | CLS Financial Advisors | Portland, Oregon | PFS | Percentage of assets, Ongoing planning fee | | [Amanda Sletmoe](https://find.wellspent.co/advisors/amanda-sletmoe.md) | Skyline Financial NW | Portland, Oregon | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Emily Zinn](https://find.wellspent.co/advisors/emily-zinn.md) | Multnomah Group | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Jake Larson](https://find.wellspent.co/advisors/jake-larson.md) | Multnomah Group | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Kaleen Anderson](https://find.wellspent.co/advisors/kaleen-anderson.md) | Skyline Financial NW | Portland, Oregon | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Nelson Rutherford](https://find.wellspent.co/advisors/nelson-rutherford.md) | Multnomah Group | Portland, Oregon | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Timothy Slevin-Vegdahl](https://find.wellspent.co/advisors/timothy-slevin-vegdahl.md) | Multnomah Group | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Aaron Nielsen](https://find.wellspent.co/advisors/aaron-nielsen.md) | Shared Prosperity Group | Portland, Oregon | | Percentage of assets | | [Benjamin Newell](https://find.wellspent.co/advisors/benjamin-newell.md) | Miller Financial Group | Portland, Oregon | | Percentage of assets | | [Erik Daley](https://find.wellspent.co/advisors/erik-daley.md) | Multnomah Group | Portland, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Rebecca Dobson](https://find.wellspent.co/advisors/rebecca-dobson.md) | Multnomah Group | Portland, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Scott Cameron](https://find.wellspent.co/advisors/scott-cameron.md) | Multnomah Group | Portland, Oregon | CFA | Percentage of assets, Hourly, Fixed fees | | [Todd Newell](https://find.wellspent.co/advisors/todd-newell.md) | Miller Financial Group | Portland, Oregon | | Percentage of assets | | [David Ross](https://find.wellspent.co/advisors/david-ross.md) | Price Financial Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Justin Exposito](https://find.wellspent.co/advisors/justin-exposito.md) | Price Financial Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Mateusz Sudol](https://find.wellspent.co/advisors/mateusz-sudol.md) | Price Financial Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Matthew Mai](https://find.wellspent.co/advisors/matthew-mai.md) | Price Financial Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Mikela Rapattoni](https://find.wellspent.co/advisors/mikela-rapattoni.md) | Price Financial Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Seth Swenson](https://find.wellspent.co/advisors/seth-swenson.md) | Orchid Wealth Management | Portland, Oregon | | Percentage of assets | | [Caryn Sanchez](https://find.wellspent.co/advisors/caryn-sanchez.md) | Multnomah Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Christopher Acquaviva](https://find.wellspent.co/advisors/christopher-acquaviva.md) | Cross Financial | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | | [George Zimmerman](https://find.wellspent.co/advisors/george-zimmerman.md) | RIO Financial Planning | Portland, Oregon | | Percentage of assets, Hourly | | [Hailey Fields](https://find.wellspent.co/advisors/hailey-fields.md) | Multnomah Group | Portland, Oregon | | Percentage of assets, Hourly, Fixed fees | ## Related - [Estate planning in Portland](https://find.wellspent.co/specialties/estate-planning/oregon/portland.md) - [Tax planning in Portland](https://find.wellspent.co/specialties/tax-planning/oregon/portland.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).