Financial advisors for tax planning in Oregon
Which financial advisor should I talk to about tax planning in Oregon?
For tax planning in Oregon, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Brent Hamilton of WBH Financial Services, LLC, Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® of Aegis Financial Advisory and Britton Wellington of Real Agency Wealth.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Brent Hamilton WBH Financial Services, LLC, Lake Oswego Holds the EA and CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® Aegis Financial Advisory, Lake Oswego Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Britton Wellington Real Agency Wealth, Beaverton Holds the EA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Ryan McClung Crossroads Wealth Planning, Lake Oswego Holds the CPA and CFP. Fees on file: hourly, one-time planning fee.
- Craig Nelson Red Sky Financial Planning, LLC, Wilsonville Holds the CPA and CFP. Fees on file: flat fee or retainer, percentage of assets.
- Alex Krider Avier Wealth Advisors, Lake Oswego Holds the EA and CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Oregon work on tax planning?
The Wellspent public graph lists 119 fee-only advisors for tax planning in Oregon, at 57 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for tax planning in Oregon located?
Of the 119 fee-only advisors for tax planning in Oregon, 36 are in Lake Oswego, followed by 31 in Portland and 9 in Beaverton.
Plus 29 in other cities.
How do fee-only advisors for tax planning in Oregon charge?
The most common fee among fee-only advisors for tax planning in Oregon is a percentage of assets, used by 88% of the 119 with fees on file. Many use more than one: 46% charge fixed fees and 34% 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.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the EA, CPA and CFP. In Oregon, 45% of the 119 advisors listed hold the CFP.
- EA3% in Oregon
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA2% in Oregon
- CPAs bring broad tax and accounting depth.
- CFP45% in Oregon
- The CFP connects tax decisions to the rest of the plan.
How do Oregon advisors for tax planning compare with the rest of the US?
34% of fee-only advisors for tax planning in Oregon charge by the hour, compared with 41% of the 5,860 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 tax planning.
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 about tax planning in Oregon?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Oregon tax alongside federal tax?
How current is this list of fee-only advisors for tax 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 119 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 |
| 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 |
| Alex Krider | Avier Wealth Advisors | Lake Oswego | CFP, EA, MBA | Percentage of assets |
| Andy Mardock | ViviFi Planning | Bend | CFP, MBA | Ongoing planning fee |
| 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 |
| 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 |
| Charles Blozinski | Integrity Wealth Management | Brookings | CFP | Percentage of assets, Fixed fees |
| Christopher Pawlowski | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Cindy Kleiner | Guiding Financial | Eugene | CFP | Percentage of assets, Hourly |
| Daniel Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | CFP | Percentage of assets, Hourly |
| David Anderson | Human Investing | Lake Oswego | CFP | Percentage of assets |
| David Foster | Foster & Wood | Lake Oswego | CFP | Percentage of assets, Fixed fees |
| Diana Harrison | Financial Investment Team | Portland | CFP | Percentage of assets, Hourly |
| Ellen Johnson | Thistle Wealth | Corvallis | Not listed | Percentage of assets |
| Erica Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Jacqueline Thompson | Allium Financial Advisors | Lake Oswego | CFP | Percentage of assets, Hourly |
| Jesse Coffee | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Locke Bielefeldt | Willamette Wealth Partners | Eugene | CFP | Percentage of assets |
| Marc Kadomatsu | Human Investing | Lake Oswego | CFP, ChFC | Percentage of assets |
| Mark Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Matthew Mathiesen | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Nancy Congdon | Blue Water Wealth | Portland | CFP | Percentage of assets, Fixed fees |
| Pradeep Tempalli | Allium Financial Advisors | Lake Oswego | CFP, CFA | Percentage of assets, Hourly |
| Scott Abrahamson | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
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