Fee-Only Financial Planners in:
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
Tools & Tips
Get NAPFA's field guide to walk you through all of the steps to finding qualified financial advice.
This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...
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...
Interactive Wealth Advisors Inc.
Clarity Capital Management
Fort Vancouver Investment Management, LLC
Erlandson Wealth Management
Halcyon Financial Planning
Watershed Wealth Planning LLC
Avier Wealth Advisors
Three Oaks Capital Management
Aegis Financial Advisory, LLC
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