Fee-OnlyFinder

Advisers in Corvallis, OR

4 advisers in Corvallis — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (3)

All advisers

Clarity 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 reportedSpectrum Strategic Capital Management, LLC2055 Nw Grant Ave · Corvallis, OR 97330 · (541) 248-2052 · Financial planningCRD 138347 · % of assets, Hourly charges, Fixed fees · $275.4 million AUMSEC registeredNo commissions reportedThistle Wealth804a Nw Buchanan Ave, Suite 37 · Corvallis, OR 97330 · (541) 230-4820 · Financial planningCRD 334724 · % of assets, Hourly charges, Fixed fees · $18.0 million AUMState registeredNo commissions reportedVantage Wealth Management LLC545 2nd Street, Suite D · Corvallis, OR 97333 · (541) 714-5221 · Financial planningCRD 324413 · % of assets, Hourly charges · $62.8 million AUMState registeredNo commissions reported
Talking to advisers in Corvallis? 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.