Advisers in Clackamas, OR

5 advisers in Clackamas — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Pinnacle Wealth Advisors9200 Se Sunnybrook Boulevard, Suite 170 · Clackamas, OR 97015 · (503) 654-5100 · Financial planningCRD 117517 · % of assets, Hourly charges, Fixed fees · $549.7 million AUMSEC registeredNo commissions reported Stangier Wealth Management12550 Se 93rd Ave, Suite 340 · Clackamas, OR 97015 · (503) 257-0057 · Financial planningCRD 171336 · % of assets · $300.4 million AUMSEC registeredNo commissions reported Strategic Finance INC.9123 Se St. Helens Street, Suite #165 · Clackamas, OR 97015 · (503) 451-0227 · Financial planningCRD 328828 · % of assets, Fixed fees · $3.7 million AUMState registeredNo commissions reported Summa Global Advisors, LLC12901 Se 97th Ave, Suite 390 · Clackamas, OR 97015 · (503) 636-2022 · Financial planningCRD 148713 · % of assets, Fixed fees · $144.1 million AUMSEC registeredNo commissions reported True North Retirement Advisors, LLC10151 Se Sunnyside Road, #400 · Clackamas, OR 97015 · (503) 387-6869 · Financial planningCRD 290885 · % of assets, Fixed fees · $460.9 million AUMSEC registeredNo commissions reported

Talking to advisers in Clackamas? 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.