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Financial advisors for tax planning in Oregon

All 119 advisors

Fee-only advisors for tax planning in Oregon: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Scott Sanders Integrity Wealth Management Eugene CFP Percentage of assets, Fixed fees
Steven Jamison Jamison Hanson Salem CFP Percentage of assets, Hourly
William Kellar Human Investing Lake Oswego CFP Percentage of assets
Zachary Guffy Blue Anchor Wealth Advisors Bend CFP Percentage of assets, Hourly
Alix Demartino Defined Wealth Management Beaverton CFP Ongoing planning fee, One-time planning fee
Christopher Hatfield Defined Wealth Management Beaverton CFP Ongoing planning fee, One-time planning fee
Jan Schalkwijk JPS Global Investments West Linn CFA Hourly, One-time planning fee
John Burnside Burnside and Company Oregon City CFP Flat fee or retainer
Ryan Genor CLS Financial Advisors Portland PFS Percentage of assets, Ongoing planning fee
Sarah Lane CLS Financial Advisors Portland PFS Percentage of assets, Ongoing planning fee
Amanda Sletmoe Skyline Financial NW Portland Not listed Percentage of assets, One-time planning fee
Andrew Gladhill Human Investing Lake Oswego CFA Percentage of assets
Dirk Conradie Wealth Advisors Northwest Portland PFS Percentage of assets, Fixed fees
Geoffrey Dougall Wealth Advisors Northwest Portland PFS Percentage of assets, Fixed fees
Goran Ognjenovic Independent Investment Advisors Hillsboro Not listed Percentage of assets, Hourly
Jordan Fee Allium Financial Advisors Lake Oswego CFA Percentage of assets, Hourly
Kaleen Anderson Skyline Financial NW Portland Not listed Percentage of assets, One-time planning fee
Melinda Agosta Farnam Financial Molalla Not listed Percentage of assets
Nathan Reagan Handy & Company Financial Advisors Lake Oswego PFS Percentage of assets, Hourly
Valerie Tucker Summa Global Advisors Clackamas Not listed Percentage of assets, Fixed fees
Alejandra Peña Modernist Financial Portland Not listed Percentage of assets, Hourly
Bernard Tan Modernist Financial Portland Not listed Percentage of assets, Hourly
Stephanie Lum CLS Financial Advisors Lake Oswego Not listed Percentage of assets, Ongoing planning fee
Amanda Earlywine Human Investing Lake Oswego Not listed Percentage of assets
Andrew Nelson Human Investing Lake Oswego Not listed Percentage of assets
Austin Pearce Human Investing Lake Oswego Not listed Percentage of assets
Autumn Armbruster MSP Wealth Management Klamath Falls Not listed Percentage of assets, Hourly
Benjamin Newell Miller Financial Group Portland Not listed Percentage of assets
Carrie Jorgensen Wealth Advisors Northwest Portland Not listed Percentage of assets, Fixed fees
Cole Thomas Human Investing Lake Oswego Not listed Percentage of assets
Cort Morris Human Investing Lake Oswego Not listed Percentage of assets
Drake Dunlap Wealth Advisors Northwest Portland Not listed Percentage of assets, Fixed fees
Drayton Carlberg Human Investing Lake Oswego Not listed Percentage of assets
Dustin Fadenrecht Veridan Wealth West Linn Not listed Percentage of assets, Hourly
Eli Dollinger Daniel Dollinger CPA, CFP® Wilsonville Not listed Percentage of assets, Hourly
Elizabeth Kombrink Willamette Wealth Partners Eugene Not listed Percentage of assets
Fiona Capell Blue Anchor Wealth Advisors Bend Not listed Percentage of assets, Hourly
Gerrin Degroot MSP Wealth Management Klamath Falls Not listed Percentage of assets, Hourly
Holly Huddleson Human Investing Lake Oswego Not listed Percentage of assets
Jada Fouch Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Jadyn Kerns-Funk Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Jennifer Paterson Integrity Wealth Management Eugene Not listed Percentage of assets, Fixed fees
Jeremy Six Foster & Wood Lake Oswego Not listed Percentage of assets, Fixed fees
Kristen Rajotte Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Kristine Stawinski Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Laura Steagall-Cissell Veridan Wealth West Linn Not listed Percentage of assets, Hourly
Maria Bell Human Investing Lake Oswego Not listed Percentage of assets
Mathew Wynn Jamison Hanson Salem Not listed Percentage of assets, Hourly
Melody Rice Veridan Wealth West Linn Not listed Percentage of assets, Hourly
Merlin Arbor Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees