Fee-Only Financial Planners in:

These Oregon Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Oregon Financial Planners

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NAPFA Pursuit of a Financial Advisor Field Guide

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Will Kaplan, CFP®
Halcyon Financial Planning
Happy Valley OR, Portland OR
Fee-Only Financial Planner serving the Portland, Oregon area.
Tyler Elliott, JD CFP®
Watershed Wealth Planning LLC
Portland OR
Fee-Only Financial Planner serving the Portland, OR area as well as clients nationwide via virtual planning services.
Joseph Alfonso, CFP®, ChFC®, EA, RICP®
Aegis Financial Advisory, LLC
Lake Oswego OR, Cupertino CA, Portland OR, San Francisco CA, San Jose CA, Lake Oswego OR, West Linn OR, Bend OR
Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.
Grant Bledsoe, CFP®, CFA
Three Oaks Capital Management
Lake Oswego OR, Gold River CA, Tualatin OR, Happy Valley OR, Portland OR, Beaverton OR, Hillsboro OR, West Linn OR, Sherwood OR, Sacramento CA, Folsom CA, El Dorado Hills CA, Roseville CA, Rancho Cordova CA, Shingle Springs CA, Placerville CA, Cameron Park CA
Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.
Tim Massie, CFP®
Timepiece Financial Planning
Spokane WA, Vancouver WA, Kennewick WA, Anchorage AK, Salem OR
Hire our team and retire with a PLAN, not just an investment account. Serving Washington, Oregon and Alaska.
David Erlandson, CFP®
Erlandson Wealth Management
Beaverton OR, Portland OR
Fee-Only Financial Planner serving the Beaverton and Portland, OR area.
Jeffrey Yamada, CFP®, MBA, RPCV
MCS Family Wealth Advisors®
Eugene OR, Norman OK
Fee Only Financial Planner with offices in Norman, OK and Eugene, OR
Christopher Winn, CFP®, MBA, CDFA™
Interactive Wealth Advisors Inc.
Beaverton OR, Portland OR
Fee Only Financial Planner with offices in Beaverton and Portland, OR
Robert Pool, CFP®, ChFC®, MSFS, CFS
Fort Vancouver Investment Management, LLC
Vancouver WA, Portland OR
Fee Only Financial Planner Located in Vancouver, WA and the Entire Portland, OR Region
Dave Welty, CFP®
Avier Wealth Advisors
Bellevue WA, Lake Oswego OR, Portland OR, Seattle WA
Fee-Only Financial Planner serving the Bellevue, WA area.
Bryan Hancock, CFP®, ChFC®, MBA
Timberchase Financial, LLC
Hoover AL, Bend OR
Fee-Only Financial Planner Serving Physicians, Widows and Divorcees in the Birmingham, Alabama and Bend, Oregon areas, and American Expatriates Worldwide
Ryan Mohr, CFP®
Clarity Capital Management
Tigard OR, Portland OR, Beaverton OR, Tualatin OR, West Linn OR, Sherwood OR, Salem OR, Hillsboro OR, Lake Oswego OR, Corvallis OR
Fee-Only Financial Planner located in Tigard, OR and serving the entire Portland, OR area and clients across the country
Todd Brundage, CFP®, ChFC® - Pacific Capital Works - Portland OR
Marilyn Bergen - Confluence Wealth Management LLC - Portland OR
Jonathan Kahrs - Interactive Wealth Advisors, Inc. - Portland OR
John Blatchford, CFP®, CMFC® - Three Oaks Capital Management - Salem OR, Lake Oswego OR
Karen Hausman Smith - hausman advisors llc - Hood River OR
Kay Dee Cole, CFP® - Clarity Wealth Development - Corvallis OR
Troy Thompson, CFP®, JD - Thompson Advisory Services, LLC - Portland OR, San Francisco CA
Tim Kober, CFP® - Cedar Financial Advisors, LLC - Beaverton OR
Scott Frey - Skyline Financial Northwest - Portland OR
Jim Corbeau, CFP®, MBA - Springwater Wealth Management, LLC - Santa Cruz CA, Portland OR
Phyllis Carlton - Carlton Advisors, LLC - West Linn OR
Shawn Koch, JD, CFP® - Koch Financial Partners, LLC - Portland OR
Todd Porterfield, CFP® - Clarity Wealth Development - Corvallis OR
Brent Lince - Garrett Investment Advisors - Hillsboro OR
Kirby Kleinsmith - Kleinsmith Resource Management, LLC - Bend OR
Maura Van Heuit - ashland financial solutions - Ashland OR
Alan Nelson - Sterling Investment Management, Inc. - Beaverton OR
Charles Potter - Cartography Financial Planning - Portland OR
Russell Francis, CFP®, CPA, PFS - Portland Fixed Income Specialists, LLC - Beaverton OR Portland OR
Kyle Mast - Clarity Financial LLC - Canby OR
Ann Garcia, CFP® - Beacon Rock Partners - Portland OR
Michael Harris, CFP® - Blue Rock Financial Services, Inc. - Medford OR
Patricia Passon - Encompass Financial Advisors, Inc. - Beaverton OR
Grant Griffith - Griffith Asset Management, LLC - Portland OR
Antoinette Laferriere - Griffon Financial Planning, Inc. - Bend OR
Kathy Shultz, CFP®, MBA - Shultz Financial Planning LLC. - Beaverton OR
Jason Smith, CFP® - Hausman Advisors LLC - Portland OR, Hood River OR
Andy Tilp, CFP®, MS - Trillium Valley Financial Planning, LLC - Tualatin OR, Sherwood OR, Lake Oswego OR Portland OR
Andrew Jamison, CFP® - Main Avenue Financial Services, LLC - Beaverton OR
Jody Duncan - Insight Advisors NW, LLC - Beaverton OR
Gabriel Markiz - Portland Financial Advisors, Inc. - Beaverton OR
Peggy Kessinger, CFP®, MBA - Cedar Financial Advisors, LLC - Beaverton OR
Ben Utley - Physician Family Financial Advisors - Eugene OR
Kathleen Kee - Confluence Wealth Management LLC - Portland OR