Fee-Only Financial Planners in Bend, 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 Bend, OR:

Craig Nelson

CFP®, CPA

Red Sky Financial Planning, LLC

Wilsonville, OR

Specialties: Comprehensive Financial Planning, Tax Planning and Preparation, Investment Management, College Education Planning, Managing Employer Stock

Fee-Only financial planner with offices in Wilsonville, OR and Bend, OR - providing financial planning, investment, and tax services to clients locally and beyond.

Bryan Hancock

CFP®, MBA

Timberchase Financial, LLC

Bend, OR

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

Fee-Only Financial Planner Serving Families and Professionals

Rob Costello

CFP®

Costello Financial Planning

Bend, OR

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

Fee-Only Financial Planner serving clients across the country from offices in Bend OR, Ann Arbor MI, and Chicago IL.

Andy Mardock

MBA, CFP®

ViviFi Planning

Bend, OR

Specialties: Comprehensive Financial Planning, Investment Management, Stock Option, Restricted Stock, and ESPP Strategy, Retirement Planning, Debt and Student Loan Reduction Planning

ViviFi Planning is a fee-only, fiduciary financial planner located in Bend, OR serving clients locally and across the country.

Ann Laferriere

CFP®

Buckingham Strategic Wealth

Bend, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Efficient Investing, Estate planning, Risk Management

Forever standing on the side of our clients.

Katie Lenz

CFP®

Timberchase Financial, LLC

Bend, OR

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

Fee-Only Financial Planner Serving Families and Professionals

Garrett Bergby

Treeline Financial Planning

Bend, 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)

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