Fee-Only Financial Planners in Beaverton, OR

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Beaverton, OR:

I can work with clients anywhere!

Ryan Mohr

CFP®

Clarity Capital Management

Tigard, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in Tigard, OR and serving the entire Portland, OR area and clients across the country

David Erlandson

CFP®, AIF®

Erlandson Wealth Management

Beaverton, OR

Specialties: In Person and Web-Based Planning, Retirement Income Planning, Investment Management, Late Stage College Planning, Income Tax Review, 401k and IRA Advice

Fee-Only Financial Planner serving the Beaverton and Portland, OR area.

Tim Kober

CFP®

Cedar Financial Advisors, LLC

Beaverton, OR

Peggy Kessinger

CFP®, MBA

Cedar Financial Advisors, LLC

Beaverton, OR

Jody Duncan

Insight Advisors NW, LLC

Beaverton, OR

Andrew Jamison

Main Avenue Financial Services, LLC

Beaverton, OR

Alan Nelson

Sterling Investment Management, Inc.

Beaverton, OR

Patricia Passon

Encompass Financial Advisors, Inc.

Beaverton, OR

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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