Fee-OnlyFinder

Advisers in Salem, OR

8 advisers in Salem — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (6)Flat / fixed fees (6)Retirement plan consulting (4)

All advisers

Capital Financial Planners1640 Liberty St Se · Salem, OR 97302 · (503) 585-1067 · Financial planningCRD 310168 · % of assets, Hourly charges · $284.8 million AUMSEC registeredNo commissions reportedCapstone Wealth Advisors, LLC388 State Street, Suite 700 · Salem, OR 97301 · (503) 967-1980 · Financial planningCRD 287670 · % of assets, Hourly charges, Fixed fees · $102.4 million AUMSEC registeredNo commissions reportedCollective Wealth Planning393 State St #230 · Salem, OR 97301 · (503) 476-1142 · Financial planningCRD 323657 · % of assets, Hourly charges, Fixed fees · $36.0 million AUMState registeredNo commissions reportedJgc Tax & Wealth Management250 Church Street Se, Ste 100 · Salem, OR 97301 · (503) 390-7880 · Financial planningCRD 165770 · % of assets, Hourly charges, Fixed fees · $132.0 million AUMSEC registeredNo commissions reportedJh Advisors1564 Commercial St. Se · Salem, OR 97302 · (503) 391-1040 · Financial planningCRD 139587 · % of assets, Hourly charges, Fixed fees · $212.0 million AUMSEC registeredNo commissions reportedKeudell Morrison Wealth Management, LLC235 Front St. Se, Suite 300 · Salem, OR 97301 · (971) 209-4500 · Financial planningCRD 292600 · % of assets, Fixed fees · $921.5 million AUMSEC registeredNo commissions reportedTrue Private Wealth Advisors, LLC1781 Liberty Street Se, Suite 200 · Salem, OR 97302 · (503) 400-3311 · Financial planningCRD 164947 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedWillamette Valley Wealth Management, LLC3295 Triangle Drive, Suite 200 · Salem, OR 97302 · (503) 378-0220 · Financial planningCRD 311390 · % of assets · $69.9 million AUMState registeredNo commissions reported
Talking to advisers in Salem? 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.