Financial advisors for small business owners in Oregon
Which financial advisor should I talk to as a small business owner in Oregon?
For small business owners in Oregon, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Paige Clausen of 2260 West and Tracy Baron Garcia of TBG Investing.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Morgan Ranstrom Trailhead Planners, LLC, Portland Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Paige Clausen 2260 West, Bend Holds the CFP. Fees on file: hourly.
- Tracy Baron Garcia TBG Investing, Lake Oswego Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Garrett Dresen Harbor Horizon Financial, Wilsonville Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Justin Harvey APM Wealth, LLC, Portland Holds the CFP. Fees on file: ongoing planning fee.
- Stacy Dervin Tailored Financial Planning, LLC, Eugene Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
How many fee-only financial advisors in Oregon work with small business owners?
The Wellspent public graph lists 56 fee-only advisors for small business owners in Oregon, at 31 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for small business owners in Oregon located?
Of the 56 fee-only advisors for small business owners in Oregon, 13 are in Portland, followed by 11 in Bend and 10 in Lake Oswego.
Plus 10 in other cities.
How do fee-only advisors for small business owners in Oregon charge?
The most common fee among fee-only advisors for small business owners in Oregon is a percentage of assets, used by 84% of the 56 with fees on file. Many use more than one: 66% charge by the hour and 43% 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 small business owners have?
For small business owners, look for the CPA and CFP. In Oregon, 38% of the 56 advisors listed hold the CFP.
- CPA2% in Oregon
- CPAs understand entity structure and business books.
- CFP38% in Oregon
- The CFP keeps the business in the wider plan.
How do Oregon advisors for small business owners compare with the rest of the US?
66% of fee-only advisors for small business owners in Oregon charge by the hour, compared with 48% of the 2,851 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 small business owners.
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 should I ask a financial advisor as a small business owner in Oregon?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How will you plan for Oregon tax alongside federal tax?
How current is this list of fee-only advisors for small business owners 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 56 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Grant Bledsoe | Three Oaks Wealth | Lake Oswego | AIF, CEPA, CFA, CFP | Percentage of assets, Hourly |
| Morgan Ranstrom | Trailhead Planners, LLC | Portland | CEPA, CFA, CFP, RLP | Percentage of assets, Hourly |
| Corey Beal | Empowering Finance, LLC | Portland | CFP | Flat fee or retainer, Hourly |
| Eric Imley | Soaring Investment Management, LLC | Portland | CFP, MFA, CKA, CFA | Percentage of assets, Hourly |
| Justin Harvey | APM Wealth, LLC | Portland | CFP, ChFC, RICP | Ongoing planning fee |
| Lisa Mesquit | Soaring Investment Management, LLC | Portland | CFA, CFP, ChFC | Percentage of assets, Hourly |
| Stacy Dervin | Tailored Financial Planning, LLC | Eugene | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Andy Mardock | ViviFi Planning | Bend | CFP, MBA | Ongoing planning fee |
| Richard Whitton | RWW Financial Consulting | Portland | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Jason Gong | Lifelong Wealth Management Group | Lake Oswego | CFP, ChFC | Percentage of assets |
| Georgia Hussey | Modernist Financial | Portland | CFP | Percentage of assets, Hourly |
| Alicia Martinez | Divergent Financial Advisory Services (DiFi Advisory) | Salem | Not listed | One-time planning fee, Hourly |
| Erica Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Jacqueline Thompson | Allium Financial Advisors | Lake Oswego | CFP | Percentage of assets, Hourly |
| Mark Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Pradeep Tempalli | Allium Financial Advisors | Lake Oswego | CFP, CFA | Percentage of assets, Hourly |
| Jacob Becker | Portland Private Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Alexander Bowers | Pinestar Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Cameron Tonning | 2260 West | Bend | CFP | Hourly |
| Goran Ognjenovic | Independent Investment Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Jordan Fee | Allium Financial Advisors | Lake Oswego | CFA | Percentage of assets, Hourly |
| Kyle Dover | 2260 West | Bend | CFP | Hourly |
| Lance Johnson | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Paige Clausen | 2260 West | Bend | CFP | Hourly |
| Trevor Bruno | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Alejandra Peña | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Bernard Tan | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Jeffrey Strode | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Michael Keeton | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Mitchel Ludtke | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Robert Warmkessel | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Soojin Hwang | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Ashley Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Cameron Marzi | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
| Daniel Evans | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| David Wilson | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Grant Finter | Axiom Wealth Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Jared Pearson | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| Micah Weiss | Tandem Financial Planning | Springfield | Not listed | Ongoing planning fee |
| Michael Elfers | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Michelle Wanless | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Neal Richards | Axiom Wealth Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Scott Thompson | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Sheree Arntson | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Todd Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Todd Thompson | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
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