Financial advisors for retirement planning in Portland, Oregon

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.

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.

See every fee-only advisor fee in Oregon

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.

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?

1. How do you decide which accounts I draw from first?
2. When would you have me claim Social Security, and why?
3. How do you handle a bad market in my first years of retirement?
4. Will you run Roth conversion scenarios for me each year?
5. 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.