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:

David Erlandson

CFP®

Erlandson Wealth Management

Beaverton, OR

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

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

Christopher Winn

CFP®, MBA, CDFA®™

Interactive Wealth Advisors Inc.

Beaverton, OR

Specialties: Maximizing Business Value Pre-Sale, Building Absentee Owner Business Models, Income Replacement in Retirement, Active Investment Management, Charitable Tax Strategies, Current and Former Intel Employees

Fee Only Financial Planner with offices in Beaverton and Portland, OR

Peggy Kessinger

Cedar Financial Advisors, LLC

Beaverton, OR

Tim Kober

Cedar Financial Advisors, LLC

Beaverton, OR

Alan Nelson

Sterling Investment Management, Inc.

Beaverton, OR

Jody Duncan

Insight Advisors NW, LLC

Beaverton, OR

Andrew Jamison

Main Avenue Financial Services, LLC

Beaverton, OR

James Tarvin

Physician Family Financial Advisors

Beaverton, OR

Kathy Shultz

Shultz Financial Planning

Beaverton, OR

Patricia Passon

Encompass Financial Advisors, Inc.

Beaverton, OR

  • 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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