Fee-Only Financial Planners in Oregon

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 Oregon:

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.

I can work with clients anywhere!

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

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

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.

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

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

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.

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

I can work with clients anywhere!

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.

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.

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

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.

Peggy Kessinger

CFP®, MBA

Cedar Financial Advisors, LLC

Beaverton, OR

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

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

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

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

Bryan Hancock

CFP®, ChFC®, 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 Physicians, Widows and Divorcees in the Birmingham, Alabama and Bend, Oregon areas, and American Expatriates Worldwide

I can work with clients anywhere!

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.

Gregory Saliba

CTP®

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

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 Physicians, Widows and Divorcees in the Birmingham, Alabama and Bend, Oregon areas, and American Expatriates Worldwide

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.

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.

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

I can work with clients anywhere!

Grant Bledsoe

CFP®, CFA®

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.

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

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Todd Porterfield

CFP®, RICP®

Fairchild Capital

Portland, OR

Specialties: Financial Planning, Retirement Planning, Investment Management, Estate Services, Tax Planning

Tim Kober

CFP®

Cedar Financial Advisors, LLC

Beaverton, OR

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

Fee-Only financial planner located in Beaverton, 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.

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

Michael Harris

Blue Rock Financial Services, Inc.

Medford, OR

Brent Hunsberger

Silver Oak Advisory Group

Portland, OR

Chad Duncan

Minimalist Financial LLC

Newberg, OR

Kyle Goulard

Goulard Financial Planning

Portland, OR

Jessica Howe

Silver Oak Advisory Group

Portland, OR

Alan Nelson

Sterling Investment Management, Inc.

Beaverton, OR

Michael Tarascio

Tarascio Financial Planning, LLC

Beaverton, OR

Kim Hall

Clarity Wealth Development

Corvallis, OR

Mark Sharp

CFP®, RICP®, EA

Mark Sharp Retirement, LLC.

Portland, OR

Brent Lince

Garrett Investment Advisors, LLC

Hillsboro, OR

Ryan Berning

CFP®

Confluence Wealth Management LLC

Portland, OR

Ann Garcia

Independent Progressive Advisors, LLC

Portland, OR

Nathan Schorsch

Head to Toe Financial Planning

Portland, OR

Carmen Wong

JD, CFP®, CLTC

Confluence Wealth Management LLC

Portland, OR

Stefanie Pickard

Old Growth Financial

Portland, OR

Kay Dee Cole

CFP®

Clarity Wealth Development

Corvallis, OR

Philip Tilp

Trillium Valley Financial Planning, LLC

Sherwood, OR

Annelise Bretthauer

Head to Toe Financial Planning

Hillsboro, OR

Brent Hamilton

WBH Financial Services, LLC

Lake Oswego, OR

Todd Brundage

CPA, ChFC®, MBA

Pacific Capital Works

PORTLAND, OR

Josh Cepeda

CFP®

Confluence Wealth Management LLC

Portland, OR

Cobin Soelberg

Greeley Wealth Management

Bend, OR

Troy Thompson

Thompson Advisory Services, LLC

Portland, OR

Nicholas Pihl

Pihl Financial Planning

Milwaukie, OR

Lantz Stringham

Buckingham Strategic Wealth

Portland, OR

Colton Etherton

Out of the Office Planning

Beaverton, OR

Scott Emblen

CFP®, CDFA®

Independent Progressive Advisors, LLC

Portland, OR

Lissa Piper

MBA, EA

Money Blossoms, LLC

Beaverton, OR

Kyle Mast

CFP®

Clarity Financial LLC

Portland, OR

Garrett Bergby

Treeline Financial Planning

Bend, OR

Linden Cornett

Seagrass Financial, LLC

Portland, OR

Andrew Jamison

Main Avenue Financial Services, LLC

Beaverton, OR

Karen Hausman Smith

Hausman Advisors LLC

Hood River, OR

Will Kaplan

CFP®

Halcyon Financial Planning

West Linn, OR

Andrea Vedder

Silver Oak Advisory Group

Portland, OR

Scott Frey

Skyline Financial Northwest

Portland, OR

Annelise Moss

Kauviara Financial Planning MoneyDivorce

Hillsboro, OR

Jennifer de Thomas

Birch Elliott Financial

Portland, OR

Eric Thomas

Clarity Capital Management

Tigard, OR

Jack Schniepp

CFP®, ChFC®

Cascade Financial Strategies

Bend, OR

Jody Duncan

Insight Advisors NW, LLC

Beaverton, OR

Jason Smith

Hausman Advisors LLC

Hood River, OR

Megan Buchanan

Silver Oak Advisory Group

Portland, OR

Kathleen Kee

CFP®

Confluence Wealth Management LLC

Portland, OR

Alex Krider

MBA, CFP®

Avier Wealth Advisors

Lake Oswego, OR

Jonathan Kahrs

CFP®, MBA

Interactive Wealth Advisors, Inc.

Portland, OR

Phyllis Carlton

Carlton Advisors, LLC

West Linn, OR

Patricia Passon

Encompass Financial Advisors, Inc.

Beaverton, OR

Joanne Boorman

Silver Oak Advisory Group

Portland, OR

Andrew Gray

CFP®, CRPC®

Gray Wealth Strategies LLC

Bend, OR

Miriam Whiteley

CFP®, RLP®, CeFT®

LifeCraft Financial Planning, LLC

Eugene, 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.


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