Fee-Only Financial Planners in Lake Oswego, 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 Lake Oswego, OR:

Peter De Graff

CFA®, CFP®

Taurus Capital Management

Lake Oswego, OR

Specialties: Intergenerational Estate Planning, Trust Investment Management, Holistic Financial Planning, Fiduciary Investment Management, Retirement Income Planning

Fee-Only financial planner and fiduciary located in Lake Oswego, OR, serving families, businesses, and professionals

Joe Bautista

CFP®, MBA

Bautista Planning and Analytics, LLC

Lake Oswego, OR

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

Fee-Only financial planner located in Lake Oswego, OR, serving clients locally and across the country

Gregory Saliba

AIF

Taurus Capital Management

Lake Oswego, OR

Specialties: Business Advisory Services, Tax Savings Strategies, Comprehensive Financial Planning, Fiduciary Investment Management, Retirement Income Planning

Fee-Only financial planner and fiduciary located in Lake Oswego, OR, serving families, businesses, and professionals

I can work with clients anywhere!

Grant Bledsoe

CFP®, CFA®, CEPA, AIF

Three Oaks Wealth

Lake Oswego, OR

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

Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.

Julie Connor

Taurus Capital Management

Lake Oswego, OR

Specialties: Holistic Financial Planning, Fiduciary Investment Management, Company Retirement Plans (401(k) and SIMPLE IRA plans), Retirement Income Planning, College Education Planning

Fee-Only financial planner and fiduciary located in Lake Oswego, OR, serving families, businesses, and professionals

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

Bill Holliday

CFP®, AIF®, CSRIC®™

AIO Financial

Lake Oswego, OR

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning

Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing.

I can work with clients anywhere!

Joseph Alfonso

CFP®, ChFC®, EA, RICP®

Aegis Financial Advisory, LLC

Lake Oswego, OR

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

Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.

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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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