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.
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Fee-Only Financial Planners in Oregon:
Tyler Elliott
JD, CFP®
Watershed Wealth Planning LLC
Portland, OR
Specialties: Comprehensive Financial Life Planning, Socially Responsible Investing, Cash Flow Planning for Couples, Travel Budgets, Employee Benefit Planning
Fee-Only Financial Planner serving the Portland, OR area as well as clients nationwide via virtual planning services.
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
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.
James Hindes
Enow Financial
Portland, OR
Specialties: Comprehensive Financial Planning, Employer Equity (Options, RSUs, ESPP), Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
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.
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.
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.
Todd Porterfield
CFP®, RICP®
Fairchild Capital
Portland, OR
Specialties: Financial Planning, Retirement Planning, Investment Management, Estate Services, Tax Planning
Amanda Harvey
CFP®
Uplevel Wealth
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
Anika Hedstrom
MBA, CFP®
Uplevel Wealth
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
Tim Massie
CFP®
Timepiece Financial Planning
Salem, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Hire our team and retire with a PLAN, not just an investment account. Serving Washington, Oregon and Alaska.
Gregory Saliba
AIF
Taurus Capital Management
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
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
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
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.
Kataya Plett
WMS™
AIO Financial
Lake Oswego, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country
Christopher Winn
CFP®, MBA
Interactive Wealth Advisors, Inc.
Portland, OR
Specialties: Retirement Income Replacement, Charitable Tax Strategies, Active Investment Management, Complex Planning
Fee Only Financial Planner and Investment Advisor in downtown Portland
Adam Cornwell
CFA®, CFP®
North Ridge Wealth Advisors
Beaverton, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, OR, serving clients locally and across the globe
Katherine Fox
CFP®, CAP®
Sunnybranch Wealth
Portland, OR
Specialties: Comprehensive Financial Planning, Values Aligned Investing, Incorporating Giving Back into Financial Plan, Tax Planning & Tax Efficient Investments, Retirement Income Planning
Mission-driven, fee-only financial planner located in Portland, OR. Serving progressive clients locally and across the country.
Ryan McClung
CFP®, CPA, CEPA®
Crossroads Advisory
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
Andrew Gray
CFP®, CRPC®
Gray Wealth Strategies LLC
Sisters, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner serving retirees and pre-retirees virtually
Jeff Yamada
CFP®, MBA, RPCV
MCS Family Wealth Advisors
Bend, OR
Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Divorce Planning
Fee Only Financial Planner with offices in Eugene, OR and Bend, OR
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
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.
Corey Beal
CFP®
Empowering Finance
Portland, OR
Specialties: Comprehensive Financial Planning, Holistic Financial Planning, Socially Responsible Investing, Divorce Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
Leighann Miko
CFP®, MST, RLP®
Equalis Financial
Portland, OR
Specialties: Comprehensive Financial Planning, Values Aligned Investing, Wealth Redistribution, Tax Planning, Employee Benefits, Irregular/Unpredictable Income
Equalis Financial is an independent fee-only firm based in Los Angeles & Portland (OR) specializing in financial planning, investment management, and tax & business management services. We are here to balance the financial playing field by ensuring equal access to our services.
Jim Corbeau
MBA, CFP®, CDFA®
Springwater Wealth Management
Beaverton, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, Oregon and Santa Cruz, California, serving clients in Oregon, Washington, and the Bay Area in California.
Julie Connor
Taurus Capital Management
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
Peter De Graff
CFA®, CFP®
Taurus Capital Management
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
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.
Courtney Ranstrom
CFP®, MBA
Trailhead Planners, LLC
Portland, OR
Specialties: Socially Responsible Investing, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning, Investment Management
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
Cindy Kleiner
CFP®, AFC®, Masters in Financial Planning and Counseling
Guiding Financial, LLC
Eugene, OR
Refine Your Search
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)
