Financial advisors for tax planning in Lake Oswego, Oregon

Which financial advisor should I talk to about tax planning in Lake Oswego?

For tax planning in Lake Oswego, 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 Ryan McClung of Crossroads Wealth Planning.

How many fee-only financial advisors in Lake Oswego work on tax planning?

The Wellspent public graph lists 36 fee-only advisors for tax planning in Lake Oswego, at 12 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for tax planning in Lake Oswego charge?

The most common fee among fee-only advisors for tax planning in Lake Oswego is a percentage of assets, used by 89% of the 36 with fees on file. Many use more than one: 36% charge fixed fees and 31% 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.

See every fee-only advisor fee in Oregon

What credentials should a financial advisor for tax planning have?

For tax planning, look for the EA, CPA and CFP. In Lake Oswego, 36% of the 36 advisors listed hold the CFP.

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 Lake Oswego?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. How will you plan for Oregon tax alongside federal tax?

How current is this list of fee-only advisors for tax planning in Lake Oswego?

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.