Fee-OnlyFinder

% of assets managed in Beaverton, OR

13 advisers in Beaverton offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 13

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
Roi 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