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Financial planning in Lake Oswego, OR

26 advisers in Lake Oswego offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 26

Aerodigm 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 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 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 reportedCwc Advisors, LLC5800 Meadows Road, Suite 230 · Lake Oswego, OR 97035 · (503) 968-0950 · Financial planningCRD 127739 · % of assets, Fixed fees · $445.3 million AUMSEC registeredNo commissions reportedD. Mattersdorff LLC393 N. State Street · Lake Oswego, OR 97034 · (510) 842-6060 · Financial planningCRD 134150 · % of assets, Hourly charges · $61.9 million AUMState registeredNo commissions reportedDavidson & Watson Financial9 Monroe Parkway, Suite 295 · Lake Oswego, OR 97035 · (503) 635-2058 · Financial planningCRD 306686 · % of assets, Fixed fees · $42.8 million AUMState registeredNo commissions reportedFoster & Wood, INC.5 Centerpointe Drive, Suite 400 · Lake Oswego, OR 97035 · (503) 785-9844 · Financial planningCRD 165362 · % of assets, Fixed fees · $218.7 million AUMSEC registeredNo commissions reported
Greenbridge Investment Management, LLC4248 Galewood Street · Lake Oswego, OR 97035 · (503) 505-9699 · Financial planningCRD 283473 · % of assets, Hourly charges, Fixed fees · $49.9 million AUMState registeredNo commissions reportedHandy & Company Financial Advisors, INC.4550 Kruse Way, Ste 330 · Lake Oswego, OR 97035 · (503) 635-6100 · Financial planningCRD 154417 · % of assets, Hourly charges, Fixed fees · $68.7 million AUMState registeredNo commissions reportedHuman Investing6000 Meadows Rd, Suite 105 · Lake Oswego, OR 97035 · (503) 905-3100 · Financial planningCRD 133017 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedKeturi Investment Management, LLC17620 Pilkington Rd. · Lake Oswego, OR 97035 · (503) 970-6830 · Financial planningCRD 315951 · % of assets · $68.6 million AUMState registeredNo commissions reportedLifelong Wealth Management Group, LLC5 Centerpointe Drive, Suite 400 · Lake Oswego, OR 97035 · (503) 747-6534 · Financial planningCRD 291661 · % of assets · $121.7 million AUMSEC registeredNo commissions reportedNorth Forty Two & CO.525 3rd Street, Suite 200 · Lake Oswego, OR 97034 · (503) 417-2970 · Financial planningCRD 148417 · % of assets · $167.9 million AUMSEC registeredNo commissions reportedNorthwest Capital Management INC.1 Centerpointe Drive, Suite 115 · Lake Oswego, OR 97035 · (503) 597-1616 · Financial planningCRD 108091 · % of assets, Hourly charges, Fixed fees · $8.5 billion AUMSEC registeredNo commissions reportedOswego Private Wealth Management5335 Meadows Road, Suite 375 · Lake Oswego, OR 97035 · (503) 931-8104 · Financial planningCRD 317174 · % of assets, Hourly charges, Fixed fees · $60.5 million AUMState registeredNo commissions reportedPanoramic Capital Partners LLC4949 Meadows Road, Suite 360 · Lake Oswego, OR 97035 · (503) 937-7819 · Financial planningCRD 331349 · % of assets, Fixed fees · $392.7 million AUMSEC registeredNo commissions reportedPlanful Finance LLC525 3rd Street, Suite 200 · Lake Oswego, OR 97034 · (503) 395-5005 · Financial planningCRD 322439 · % of assets, Hourly charges, Fixed fees · $53.7 million AUMState registeredNo commissions reportedRetirement Consulting Group, INC.5 Centerpointe Drive, Suite 400 · Lake Oswego, OR 97035 · (503) 225-1700 · Financial planningCRD 311184 · % of assets, Fixed fees · $457.0 million AUMSEC registeredNo commissions reportedTandem Views Investment Services, LLC5 Centerpointe Drive, Suite 400 · Lake Oswego, OR 97035 · (503) 781-4078 · Financial planningCRD 281611 · % of assets, Hourly charges · $7.6 million AUMState registeredNo commissions reportedTaurus Capital Advisors, LLC16325 Boones Ferry Road, Suite 203 · Lake Oswego, OR 97035 · (503) 756-2972 · Financial planningCRD 137633 · % of assets, Hourly charges · $231.4 million AUMSEC registeredNo commissions reportedVergepointe Wealth Management, LLC15400 Boones Ferry Rd., Suite 201 · Lake Oswego, OR 97035 · (503) 684-0100 · Financial planningCRD 151425 · % of assets, Hourly charges, Fixed fees · $283.3 million AUMSEC registeredNo commissions reportedWagner Planning4260 Galewood Street, Suite a · Lake Oswego, OR 97035 · (503) 342-0038 · Financial planningCRD 318448 · % of assets, Hourly charges, Fixed fees · $144.7 million AUMSEC registeredNo commissions reportedWbh Financial Services, LLC4500 Kruse Way, Suite 105 · Lake Oswego, OR 97035 · (503) 699-9200 · Financial planningCRD 282071 · % of assets, Hourly charges, Fixed fees · $31.7 million AUMState registeredNo commissions reported