Fee-OnlyFinder

Advisers in Tigard, OR

5 advisers in Tigard — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (3)

All advisers

Insight Financial7307 Sw Beveland Road, Suite 200 · Tigard, OR 97223 · (509) 994-6465 · Financial planningCRD 286467 · % of assets, Fixed fees · $35.4 million AUMState registeredNo commissions reportedMcKelvey Wealth Management, LLC7110 Sw Fir Loop, Suite 255 · Tigard, OR 97223 · (503) 709-5669 · Financial planningCRD 316506 · % of assets, Hourly charges · $59.3 million AUMState registeredNo commissions reportedMulligan Capital, INC7110 Sw Fir Loop, Ste 255 · Tigard, OR 97223 · (503) 352-4019 · Financial planningCRD 143406 · % of assets, Hourly charges, Other · $40.0 million AUMState registeredNo commissions reportedRange Financial Group, LLC7307 Sw Beveland St, #110 · Tigard, OR 97223 · (503) 482-4400 · Financial planningCRD 290001 · % of assets, Fixed fees · $408.1 million AUMSEC registeredNo commissions reportedRooted Financial Group, LLC7307 Southwest Beveland Road, Suite 200 · Tigard, OR 97223 · (503) 207-2067 · Flat / fixed feesCRD 335302 · % of assets, Fixed fees · $108.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Tigard? 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.