Financial advisors for tax planning in Portland, Oregon

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

For tax planning in Portland, 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 Aaron Hillman of Skyline Financial NW, Harrison Hinz of First Pacific Financial and Richard Whitton of RWW Financial Consulting.

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

The Wellspent public graph lists 31 fee-only advisors for tax planning in Portland, at 13 firms. We counted every advisor record that lists this work, as of October 2026.

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

The most common fee among fee-only advisors for tax planning in Portland is a percentage of assets, used by 100% of the 31 with fees on file. Many use more than one: 55% charge fixed fees and 32% charge an ongoing planning fee.

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 tax planning have?

For tax planning, look for the CFP. In Portland, 35% of the 31 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 Portland?

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 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.