Fee-Only Financial Advisors in Oregon

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Oregon area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Oregon Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

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.

I can work with clients anywhere!

Paul Sydlansky

CFP®, MBA

Lake Road Advisors, LLC

Portland, OR

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

Fee-Only Financial Planner working with clients throughout 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.

I can work with clients anywhere!

Joseph Alfonso

CFP®, ChFC®, EA, RICP®, RSSA®

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.

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

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

Peggy Kessinger

CFP®, MBA

The Mather Group

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

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.

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.

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

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.

Christopher Winn

CFP®, MBA

Interactive Wealth Advisors, Inc.

Portland, OR

Specialties: Retirement Income Replacement, Tax Strategies - Pre & Post Business Sale, Active Investment Management, Business Owner Planning

Fee Only Financial Planner and Investment Advisor in downtown Portland

I can work with clients anywhere!

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.

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

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

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

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.

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

Lissa Piper

MBA, EA

Money Blossoms, LLC

Beaverton, OR

Specialties: Comprehensive Financial Planning, Cash Flow & Debt Management, Tax Preparation & Planning, Investment & Asset Management, Work Optional & Retirement Planning, Legacy & Estate Planning

Independent, fee-only financial planner located just west of Portland, Oregon, we are a virtual practice and can work with you nearly anywhere you have an internet connection.

Natalie Slagle

CFP®

Fyooz Financial Planning

Portland, OR

Specialties: Cash Flow Analysis, Minimizing Taxes, Environmental, Social, and Governance Investing, Values Based Investing, College Education Planning, Comprehensive Financial Planning

Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices in Rochester, MN and Portland, OR, serving clients locally and virtually 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

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.

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!

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.

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

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.

Hayley Haslett

CFP®

Lake Road Advisors

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 Kober

CFP®

The Mather Group

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

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.

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.

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

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

Will Kaplan

CFP®

Halcyon Financial Planning

West Linn, OR

Kay Dee Cole

CFP®

Clarity Wealth Development

Corvallis, OR

Kyle Mast

CFP®

Clarity Financial LLC

Portland, OR

Cindy Kleiner

CFP®, AFC®

Guiding Financial, LLC

Eugene, OR

Mark Sharp

CFP®, RICP®, EA

Mark Sharp Retirement, LLC.

Portland, OR

Jonathan Kahrs

CFP®, MBA

Interactive Wealth Advisors, Inc.

Portland, OR

Jack Schniepp

CFP®, ChFC®

Cascade Financial Strategies

Bend, OR

Todd Brundage

CPA, ChFC®, MBA

Pacific Capital Works

PORTLAND, OR

Garrett Bergby

Treeline Financial Planning

Bend, OR

Brenna Baucum

CFP®

Collective Wealth Planning

Salem, OR

Miriam Whiteley

CFP®, RLP®, CeFT®

LifeCraft Financial Planning, LLC

Eugene, OR

Annelise Bretthauer

Head to Toe Financial Planning

Hillsboro, OR

Elisabeth Mesquit

CFP®, CFA®

Soaring Investment Management

Portland, OR

Alex Krider

MBA, CFP®

Avier Wealth Advisors

Lake Oswego, OR

Scott Emblen

CFP®, CDFA®

Independent Progressive Advisors, LLC

Portland, 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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