Fee-Only Financial Planners in:
Portland, Oregon

These Portland, 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.

Portland, Oregon Financial Planners

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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...

Christopher Winn, CFP®, MBA, CDFA™
Interactive Wealth Advisors Inc.
Beaverton OR, Portland OR
Fee Only Financial Planner with offices in Beaverton and Portland, OR
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
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
David Erlandson, CFP®
Erlandson Wealth Management
Beaverton OR, Portland OR
Fee-Only Financial Planner serving the Beaverton and Portland, OR area.
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.
Dave Welty, CFP®
Avier Wealth Advisors
Bellevue WA, Lake Oswego OR, Portland OR, Seattle WA
Fee-Only Financial Planner serving the Bellevue, WA area.
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.
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.
Scott Frey - Skyline Financial Northwest - Portland OR
Andy Tilp, CFP®, MS - Trillium Valley Financial Planning, LLC - Tualatin OR, Sherwood OR, Lake Oswego OR Portland OR
Ann Garcia, CFP® - Beacon Rock Partners - Portland OR
Shawn Koch, JD, CFP® - Koch Financial Partners, LLC - Portland OR
Grant Griffith - Griffith Asset Management, LLC - Portland OR
Todd Brundage, CFP®, ChFC® - Pacific Capital Works - Portland OR
Troy Thompson, CFP®, JD - Thompson Advisory Services, LLC - Portland OR, San Francisco CA
Charles Potter - Cartography Financial Planning - Portland OR
Marilyn Bergen - Confluence Wealth Management LLC - Portland OR
Russell Francis, CFP®, CPA, PFS - Portland Fixed Income Specialists, LLC - Beaverton OR Portland OR
Jonathan Kahrs - Interactive Wealth Advisors, Inc. - Portland OR
Kathleen Kee - Confluence Wealth Management LLC - Portland OR
Jason Smith, CFP® - Hausman Advisors LLC - Portland OR, Hood River OR
Jim Corbeau, CFP®, MBA - Springwater Wealth Management, LLC - Santa Cruz CA, Portland OR