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Retirement plan consulting in Portland, OR

24 advisers in Portland offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 24

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 reportedCognitiant Registered Investment Advisors9233 Nw Harvest Hill Dr · Portland, OR 97229 · (971) 413-9978 · Financial planningCRD 152295 · % of assets, Hourly charges · $40.0 million AUMState registeredNo commissions reportedContinuity Wealth Management, Corp.3605 Sw Multnomah Blvd. · Portland, OR 97219 · (503) 244-8905 · Financial planningCRD 111010 · % of assets · $214.3 million AUMSEC registeredNo commissions reportedDobson Asset Management LLC5200 S Macadam Ave., Suite 320 · Portland, OR 97239 · (503) 417-3481 · Financial planningCRD 315281 · % of assets, Hourly charges · $72.0 million AUMState 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 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 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 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 reportedPortland Private Wealth Management, INC.1221 Nw Everett Street · Portland, OR 97209 · (503) 405-9472 · Financial planningCRD 171321 · % of assets, Hourly charges, Performance-based fees · $235.4 million AUMSEC registeredNo commissions reported
Preisz 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 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 reportedSmb Financial Services, INC.11535 Sw 67th Ave · Portland, OR 97223 · (503) 387-3222 · Financial planningCRD 154216 · % of assets, Hourly charges · $177.8 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 reportedVision Capital Management INC4380 S Macadam Avenue, Suite 350 · Portland, OR 97239 · (503) 221-5656 · Financial planningCRD 107793 · % of assets · $1.2 billion AUMSEC 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 reported