Fee-OnlyFinder

Advisers in Beaverton, OR

14 advisers in Beaverton — 14 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (13)Hourly fees (10)Flat / fixed fees (10)% of assets managed (13)Retirement plan consulting (3)

All advisers

Capitol 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 reportedDefined Wealth Management, LLC8625 Sw Cascade Ave., Suite 410 · Beaverton, OR 97008 · (503) 444-7895 · Financial planningCRD 306779 · % of assets, Fixed fees · $254.0 million AUMSEC registeredNo commissions reportedErlandson Wealth Management14780 Sw Osprey Drive, Suite 320 · Beaverton, OR 97007 · (503) 746-9275 · Financial planningCRD 157724 · % of assets, Hourly charges, Fixed fees · $67.7 million AUMState registeredNo commissions reportedGrange Capital, LLC6600 Sw 105th Ave,, Suite 220 · Beaverton, OR 97008 · (971) 708-6659 · Financial planningCRD 131699 · % of assets, Hourly charges · $217.2 million AUMSEC registeredNo commissions reportedInnovator Wealth Advisor, LLC4970 Sw Main Ave, Suite 100 · Beaverton, OR 97005 · (503) 998-4545 · Financial planningCRD 154130 · % of assets, Hourly charges, Fixed fees · $500,000 AUMState registeredNo commissions reportedInsight Advisors Nw, LLC11200 Sw Allen Blvd, Suite 100 · Beaverton, OR 97005 · (503) 314-7760 · Financial planningCRD 165731 · % of assets, Hourly charges · $38.7 million AUMState registeredNo commissions reportedMain Avenue Financial Services, LLC4900 Sw Griffith Drive, Suite 210 · Beaverton, OR 97005 · (503) 336-3776 · Financial planningCRD 151580 · % of assets, Hourly charges, Fixed fees · $101.9 million AUMState registeredNo commissions reportedNbc Capital Advisors8625 Sw Cascade Ave.,, Suite 410 · Beaverton, OR 97008 · (503) 683-7727 · Financial planningCRD 306483 · % of assets · $847.5 million AUMSEC registeredNo commissions reportedOptima Capital LLC500 Sw 116th Ave., Suite 400 · Beaverton, OR 97225 · (503) 270-1314 · Financial planningCRD 310146 · % of assets, Hourly charges · $379.8 million AUMSEC registeredNo commissions reportedOptimum Capital Strategies4900 Sw Griffith Drive, #269 · Beaverton, OR 97005 · (971) 250-0300 · Hourly feesCRD 148483 · % of assets, Hourly charges, Fixed fees · $33.5 million AUMState registeredNo commissions reported
Physician Family Financial Advisors INC9450 Sw Gemini Dr, Pmb 52736 · Beaverton, OR 97008 · (541) 463-0899 · Financial planningCRD 138433 · Fixed fees · $284.9 million AUMSEC registeredNo commissions reportedRoi Financial14675 Sw Millikan Way · Beaverton, OR 97003 · (503) 941-5925 · Financial planningCRD 160100 · % of assets, Hourly charges, Fixed fees · $264.2 million AUMSEC registeredNo commissions reportedSamara Capital8625 Sw Cascade Ave, Suite 506 · Beaverton, OR 97008 · (888) 397-8331 · Financial planningCRD 336178 · % of assets, Hourly charges, Fixed fees · $123.0 million AUMSEC registeredNo commissions reportedScout Asset Management4900 Sw Griffith Drive, Suite 256 · Beaverton, OR 97005 · (503) 248-0976 · Financial planningCRD 316969 · % of assets, Hourly charges, Fixed fees · $67.4 million AUMState registeredNo commissions reported
Talking to advisers in Beaverton? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.