Fee-OnlyFinder

Advisers in Oregon

223 advisers in 34 Oregon cities, 223 registered with SEC or state.

Financial planning (182)Hourly fees (123)Flat / fixed fees (130)% of assets managed (219)Retirement plan consulting (75)

Cities

Portland73 advisersLake Oswego34 advisersBend18 advisersBeaverton14 advisersEugene12 advisersSalem8 advisersWest Linn7 advisersHillsboro5 advisersTigard5 advisersClackamas5 advisersCorvallis4 advisersGrants Pass4 advisersOregon City3 advisersJacksonville3 advisersAshland3 advisersTualatin3 advisersGresham2 advisersHood River2 advisersRoseburg2 advisersMedford2 advisersCanby1 adviserMilton-Freewater1 adviserAurora1 adviserLa Grande1 adviserMcMinnville1 adviserCoos Bay1 adviserCentral Point1 adviserSherwood1 adviserMilwaukie1 adviserKlamath Falls1 adviserGladstone1 adviserBoring1 adviserMadras1 adviserThe Dalles1 adviser

Top advisers in Oregon

2260 West2796 Nw Clearwater Dr · Bend, OR 97703 · (541) 707-2260 · Financial planningCRD 310460 · % of assets, Hourly charges, Fixed fees · $76.2 million AUMState registeredNo commissions reported4:8 Financial266 Northwest 1st Ave · Canby, OR 97013 · (503) 266-4848 · Financial planningCRD 335831 · % of assets · $318.0 million AUMSEC registeredNo commissions reported5 Star Investing512 N Main · Milton-Freewater, OR 97862 · (541) 938-6105 · Financial planningCRD 155479 · % of assets, Hourly charges · $16.2 million AUMState registeredNo commissions reportedAerodigm Wealth LLC5885 Meadows Road, Suite 200 · Lake Oswego, OR 97035 · (503) 697-4118 · Financial planningCRD 282312 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedAldrich Wealth LP5665 Sw Meadows Rd, Suite 200 · Lake Oswego, OR 97035 · (503) 620-5329 · Financial planningCRD 147200 · % of assets, Hourly charges, Fixed fees · $7.6 billion AUMSEC registeredNo commissions reportedAllium Financial Advisors, LLC310 N State Street, Suite 208 · Lake Oswego, OR 97034 · (877) 487-6860 · Financial planningCRD 288462 · % of assets, Hourly charges, Fixed fees · $733.5 million AUMSEC registeredNo commissions reportedApm Wealth1001 Se Water Ave., Suite 300 · Portland, OR 97214 · (503) 218-3764 · Financial planningCRD 289340 · % of assets, Hourly charges, Fixed fees · $47.4 million AUMState registeredNo commissions reportedAuxier Asset Management15668 Ne Eilers Rd · Aurora, OR 97002 · (503) 885-8807 · Financial planningCRD 107980 · % of assets · $946.1 million AUMSEC registeredNo commissions reportedAxia Wealth Management INC255 Sw Bluff Drive, Suite 100 · Bend, OR 97702 · (541) 647-1500 · Financial planningCRD 155890 · % of assets, Hourly charges, Fixed fees · $148.0 million AUMSEC registeredNo commissions reportedAxiom Wealth Strategies, LLC243 Sw Scalehouse Loop, Suite 5b · Bend, OR 97702 · (541) 389-7777 · Financial planningCRD 313124 · % of assets, Hourly charges, Fixed fees · $124.7 million AUMSEC registeredNo commissions reportedBecker Capital Management, INC.1211 Sw 5th Avenue, Suite 2600 · Portland, OR 97204 · (503) 223-1720 · Financial planningCRD 110489 · % of assets, Hourly charges, Fixed fees · $5.7 billion AUMSEC registeredNo commissions reportedBlue Water Wealth500 Sw 116th Avenue · Portland, OR 97225 · (503) 296-8700 · Financial planningCRD 164432 · % of assets, Fixed fees · $472.8 million AUMSEC registeredNo commissions reportedBlueprint Financial Advisors, LLC2750 Ne 30th Avenue · Portland, OR 97212 · (503) 381-0638 · Financial planningCRD 171331 · % of assets, Hourly charges · $29.7 million AUMState registeredNo commissions reportedBoz & Company LLC525 3rd St, Suite 200 · Lake Oswego, OR 97034 · (855) 790-2317 · Financial planningCRD 167851 · % of assets, Hourly charges, Fixed fees · $15.9 million AUMState registeredNo commissions reportedBridge City Capital, LLCOne Centerpointe Drive, Suite 565 · Lake Oswego, OR 97035 · (503) 265-8554 · % of assets managedCRD 148828 · % of assets · $354.7 million AUMSEC registeredNo commissions reportedBruno Mountain Advisory, LLC105 Nw Riverfront Street · Bend, OR 97703 · (541) 610-7992 · Financial planningCRD 327235 · % of assets, Hourly charges, Other · $37.2 million AUMState registeredNo commissions reportedBurgess Financial Planning1355 Nw Everett St, Suite 100 · Portland, OR 97209 · (415) 525-1041 · Financial planningCRD 143984 · % of assets, Hourly charges · $91.3 million AUMState registeredNo commissions reportedBurnside and CO.1300 John Adams Street #103, #103 · Oregon City, OR 97045 · (503) 210-5257 · Financial planningCRD 155293 · % of assets, Fixed fees · $34.6 million AUMState registeredNo commissions reportedCapital Financial Planners1640 Liberty St Se · Salem, OR 97302 · (503) 585-1067 · Financial planningCRD 310168 · % of assets, Hourly charges · $284.8 million AUMSEC registeredNo commissions reportedCapitol Family Office, INC.1500 Nw Bethany Blvd., Suite 200 · Beaverton, OR 97006 · (503) 897-0236 · Financial planningCRD 312005 · % of assets, Fixed fees · $136.1 million AUMSEC registeredNo commissions reportedCapstone Wealth Advisors, LLC388 State Street, Suite 700 · Salem, OR 97301 · (503) 967-1980 · Financial planningCRD 287670 · % of assets, Hourly charges, Fixed fees · $102.4 million AUMSEC registeredNo commissions reportedCapstone Wealth Management Group, INC.404 Sw Columbia Street, Suite 230 · Bend, OR 97702 · (541) 330-0266 · Financial planningCRD 340135 · % of assets, Hourly charges, Fixed fees · $243.0 million AUMSEC registeredNo commissions reportedCascade Financial Strategies243 Scalehouse Loop, 1a · Bend, OR 97702 · (541) 678-5475 · Financial planningCRD 166610 · % of assets, Hourly charges, Fixed fees · $150.9 million AUMSEC registeredNo commissions reportedCascade Investment Advisors, INC.503 High Street · Oregon City, OR 97045 · (503) 417-1950 · Flat / fixed feesCRD 117294 · % of assets, Fixed fees · $360.4 million AUMSEC registeredNo commissions reportedCatalyst Financial Nw Corporation1733 E. Powell Blvd., Suite 104 · Gresham, OR 97030 · (503) 661-9010 · Financial planningCRD 168534 · % of assets · $233.4 million AUMSEC registeredNo commissions reportedCedar Mountain Advisors, LLC5285 Meadows Rd, Suite 360 · Lake Oswego, OR 97035 · (503) 224-6868 · Financial planningCRD 140339 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedCgc Financial Services5 Centerpointe Dr Suite 550 · Lake Oswego, OR 97035 · (503) 670-1958 · Financial planningCRD 155446 · % of assets · $875.8 million AUMSEC registeredNo commissions reportedClarity Wealth Development, LLC262 Nw Polk Ave · Corvallis, OR 97330 · (541) 753-1898 · Financial planningCRD 155103 · % of assets, Hourly charges, Fixed fees · $208.6 million AUMSEC registeredNo commissions reportedCls Financial Advisors, INC.9700 Sw Capitol Hwy, Suite 285 · Portland, OR 97219 · (503) 244-8879 · Financial planningCRD 152892 · % of assets, Hourly charges, Fixed fees · $192.0 million AUMSEC registeredNo commissions reportedCognitiant Registered Investment Advisors9233 Nw Harvest Hill Dr · Portland, OR 97229 · (971) 413-9978 · Financial planningCRD 152295 · % of assets, Hourly charges · $40.0 million AUMState registeredNo commissions reported