Fee-OnlyFinder

Flat / fixed fees in Portland, OR

38 advisers in Portland offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 38

Apm Wealth1001 Se Water Ave., Suite 300 · Portland, OR 97214 · (503) 218-3764 · Financial planningCRD 289340 · % of assets, Hourly charges, Fixed fees · $47.4 million AUMState registeredNo commissions reportedBecker Capital Management, INC.1211 Sw 5th Avenue, Suite 2600 · Portland, OR 97204 · (503) 223-1720 · Financial planningCRD 110489 · % of assets, Hourly charges, Fixed fees · $5.7 billion AUMSEC registeredNo commissions reportedBlue Water Wealth500 Sw 116th Avenue · Portland, OR 97225 · (503) 296-8700 · Financial planningCRD 164432 · % of assets, Fixed fees · $472.8 million AUMSEC registeredNo commissions reportedCls Financial Advisors, INC.9700 Sw Capitol Hwy, Suite 285 · Portland, OR 97219 · (503) 244-8879 · Financial planningCRD 152892 · % of assets, Hourly charges, Fixed fees · $192.0 million AUMSEC registeredNo commissions reportedCompass Investment Advisers, LLC4475 Sw Scholls Ferry Rd, Suite 270 · Portland, OR 97225 · (503) 473-8422 · Financial planningCRD 131933 · % of assets, Hourly charges, Fixed fees · $110.5 million AUMSEC registeredNo commissions reportedCross Financial Advisors11600 Sw Shilo Lane, Suite 100 · Portland, OR 97225 · (503) 430-0563 · Financial planningCRD 287686 · % of assets, Hourly charges, Fixed fees · $481.8 million AUMSEC registeredNo commissions reportedCs Planning Corp3395 Sw Garden View Ave · Portland, OR 97225 · (503) 292-5853 · Financial planningCRD 149937 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedGovernment Portfolio Advisors LLC6650 Sw Redwood Lane, Suite 315 · Portland, OR 97224 · (503) 248-9973 · Hourly feesCRD 170384 · % of assets, Hourly charges, Fixed fees · $35.1 billion AUMSEC registeredNo commissions reportedHorst & Graben Wealth Management, LLC6600 Sw 92nd Ave, Suite 210 · Portland, OR 97223 · (503) 342-8900 · Financial planningCRD 297368 · % of assets, Hourly charges, Fixed fees · $920.1 million AUMSEC registeredNo commissions reportedIcon Financial Services LLC1631 Ne Broadway St., #815 · Portland, OR 97209 · (503) 917-0590 · Flat / fixed feesCRD 306816 · % of assets, Fixed fees · $19.7 million AUMSEC registeredNo commissions reported
Inman Financial Services, INC.12703 Sw 67th Avenue · Portland, OR 97223 · (503) 906-2650 · Financial planningCRD 297414 · % of assets, Fixed fees · $197.5 million AUMSEC registeredNo commissions reportedM Holdings Securities, INC.1125 N.w. Couch Street, Suite 900 · Portland, OR 97209 · (800) 656-6960 · Financial planningCRD 43285 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedMarquam Capital1515 Sw 5th Ave., Suite 606 · Portland, OR 97201 · (503) 719-4681 · Flat / fixed feesCRD 147782 · % of assets, Fixed fees · $41.2 million AUMState registeredNo commissions reportedMatisse Capital15350 Sw Sequoia Pkwy, Suite 260 · Portland, OR 97224 · (503) 210-3000 · Financial planningCRD 155424 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedModernist Financial, LLC707 Sw Washington Street, Suite 910 · Portland, OR 97205 · (971) 544-7417 · Financial planningCRD 217511 · % of assets, Hourly charges, Fixed fees · $113.3 million AUMSEC registeredNo commissions reportedMp Townsend Financial11010 Se Division Street, Suite 100 · Portland, OR 97266 · (503) 327-8026 · Financial planningCRD 165292 · % of assets, Fixed fees · $5.4 million AUMState registeredNo commissions reportedMultnomah Group, INC.1155 Sw Morrison Street, Suite 501 · Portland, OR 97205 · (503) 772-0159 · Financial planningCRD 132131 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedPacific Capital Works, INC.1155 Sw Morrison St., Suite 200 · Portland, OR 97205 · (971) 255-0888 · Financial planningCRD 152250 · % of assets, Hourly charges, Fixed fees · $52.8 million AUMState registeredNo commissions reportedPathlight Financial Planning LLC401 Ne 19th Ave, Suite 200 · Portland, OR 97232 · (971) 357-2197 · Financial planningCRD 327636 · % of assets, Fixed fees · $9.0 million AUMState registeredNo commissions reportedPearl Wealth LLC915 Nw 19th Ave Suite F · Portland, OR 97209 · (503) 223-2539 · Financial planningCRD 299508 · % of assets, Hourly charges, Fixed fees · $156.3 million AUMSEC registeredNo commissions reportedPhillips and Company Advisors LLC521 Sw 11th Avenue, Suite 200 · Portland, OR 97205 · (503) 224-0858 · Financial planningCRD 167214 · % of assets, Fixed fees, Performance-based fees · $2.7 billion AUMSEC registeredNo commissions reportedPreisz Financial4525 Sw Condor Ave · Portland, OR 97239 · (503) 224-1600 · Financial planningCRD 144469 · % of assets, Hourly charges, Fixed fees · $701.7 million AUMSEC registeredNo commissions reportedPrice Financial Group Wealth Management, INC.7160 Sw Fir Loop, Suite 201 · Portland, OR 97223 · (503) 253-3000 · Financial planningCRD 323146 · % of assets, Hourly charges, Fixed fees · $173.5 million AUMSEC registeredNo commissions reportedRvk, INC.222 Sw Columbia Street, Suite 600 · Portland, OR 97201 · (503) 221-4200 · Hourly feesCRD 18005 · Hourly charges, Fixed fees, Other · $827.9 million AUMSEC registeredNo commissions reportedScott Capital Advisors, LLC707 Sw Washington Street, Suite 810 · Portland, OR 97205 · (503) 487-0860 · Financial planningCRD 307980 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedSellwood Investment Partners LLC6650 Sw Redwood Lane, Suite 370 · Portland, OR 97224 · (503) 596-2880 · Hourly feesCRD 164696 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedSilver Oak Advisory Group1130 Sw Morrison St, Ste 312 · Portland, OR 97205 · (503) 242-1715 · Financial planningCRD 108298 · % of assets, Hourly charges, Fixed fees · $418.9 million AUMSEC registeredNo commissions reportedSkyline Financial Northwest2121 Sw Broadway, Suite 100 · Portland, OR 97201 · (888) 739-7369 · Financial planningCRD 146844 · % of assets, Hourly charges, Fixed fees · $148.3 million AUMSEC registeredNo commissions reportedStancorp Investment Advisers, INC.1100 Sw Sixth Avenue · Portland, OR 97204 · (800) 858-5420 · Flat / fixed feesCRD 110228 · % of assets, Fixed fees, Other · $34.5 billion AUMSEC registeredNo commissions reportedTenbridge Partners LLC806 Sw Broadway, Suite 800 · Portland, OR 97205 · (971) 277-1077 · Financial planningCRD 159378 · % of assets, Hourly charges, Fixed fees · $110.0 million AUMSEC registeredNo commissions reportedTpg Financial Advisors, LLC11850 Sw 67th Avenue, Suite 100 · Portland, OR 97223 · (503) 241-9550 · Financial planningCRD 141153 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedTru Independence Asset Management 2, LLC15350 Sw Sequoia Parkway, Suite 250 · Portland, OR 97224 · (971) 371-3444 · Financial planningCRD 309098 · % of assets, Fixed fees · $92.7 million AUMSEC registeredNo commissions reportedTru Independence Asset Management, LLC15350 Sw Sequoia Parkway, Suite 250 · Portland, OR 97224 · (971) 371-3444 · Financial planningCRD 168256 · % of assets, Fixed fees, Other · $336.9 million AUMSEC registeredNo commissions reportedUplevel Wealth500 Sw 116th Ave, Suite 118 · Portland, OR 97225 · (503) 308-9067 · Financial planningCRD 312641 · % of assets, Fixed fees · $131.4 million AUMSEC registeredNo commissions reportedWatershed Wealth Planning LLC7972 Se 13th Ave, Suite 102 · Portland, OR 97202 · (503) 862-9064 · Financial planningCRD 285980 · % of assets, Fixed fees · $31.2 million AUMState registeredNo commissions reportedWealth Advisors Nw9400 Sw Barnes Rd., Suite 309 · Portland, OR 97225 · (971) 249-9930 · Financial planningCRD 284468 · % of assets, Fixed fees · $354.3 million AUMSEC registeredNo commissions reportedWillamette Financial Advisors, LLC6650 Sw Redwood Lane, Suite 310, Suite 310 · Portland, OR 97224 · (503) 747-0306 · Financial planningCRD 173482 · % of assets, Hourly charges, Fixed fees · $117.5 million AUMSEC registeredNo commissions reportedXena Financial Planning, LLC1130 Sw Morrison St, Suite 417 · Portland, OR 97205 · (503) 714-7357 · Financial planningCRD 333436 · % of assets, Fixed fees · $104.5 million AUMSEC registeredNo commissions reported