Fee-OnlyFinder

Advisers in West Linn, OR

7 advisers in West Linn — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (5)Flat / fixed fees (4)

All advisers

Encompass Financial Planning1800 Blankenship Rd, Suite #200 · West Linn, OR 97068 · (503) 914-4494 · Financial planningCRD 287472 · % of assets, Hourly charges, Fixed fees · $29.8 million AUMState registeredNo commissions reportedEtesian Wealth Advisors, INC.1969 Willamette Falls Drive, #200 · West Linn, OR 97068 · (503) 387-3615 · Financial planningCRD 152127 · % of assets, Hourly charges, Fixed fees · $503.3 million AUMSEC registeredNo commissions reportedLookahead Wealth LLC1980 Willamette Falls Drive, Suite 260 · West Linn, OR 97068 · (503) 832-0165 · Financial planningCRD 285724 · % of assets · $45.4 million AUMState registeredNo commissions reportedPacific Coast Investment Advisors, LLC1914 Willamette Falls Dr., Suite 180 · West Linn, OR 97068 · (503) 968-2500 · Financial planningCRD 137963 · % of assets, Hourly charges, Fixed fees · $122.2 million AUMSEC registeredNo commissions reportedSettlement Capital Advisors1800 Blankenship Rd., Ste. 160 · West Linn, OR 97068 · (503) 699-0018 · % of assets managedCRD 155250 · % of assets · $88.0 million AUMState registeredNo commissions reportedTwm Wealth Management Corp1969 Willamette Falls Drive, Suite 230 · West Linn, OR 97068 · (503) 387-3560 · Financial planningCRD 321103 · % of assets, Hourly charges · $89.9 million AUMState registeredNo commissions reportedVeridan Wealth1742 Willamette Falls Dr · West Linn, OR 97068 · (503) 946-9733 · Financial planningCRD 329666 · % of assets, Hourly charges, Fixed fees · $667.2 million AUMSEC registeredNo commissions reported
Talking to advisers in West Linn? 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.