Fee-OnlyFinder

Hourly fees in Lake Oswego, OR

18 advisers in Lake Oswego offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 18

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 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 reportedGreenbridge 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 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 reported
Oswego 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 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 reportedProgressive Investment Management Corporation310 N. State Street, Suite 214 · Lake Oswego, OR 97034 · (503) 224-7828 · Hourly feesCRD 107777 · % of assets, Hourly charges, Fixed fees · $758.3 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