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:

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.

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.

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

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

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

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.

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

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.

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!

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.

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

Linden Cornett

Seagrass Financial, LLC

Portland, OR

Jonathan Kahrs

CFP®, MBA

Interactive Wealth Advisors, Inc.

Portland, OR

Megan Buchanan

Silver Oak Advisory Group

Portland, OR

Cobin Soelberg

Greeley Wealth Management

Bend, OR

Phyllis Carlton

Carlton Advisors, LLC

West Linn, OR

Annelise Moss

Kauviara Financial Planning MoneyDivorce

Hillsboro, OR

Ryan Berning

CFP®

Confluence Wealth Management LLC

Portland, OR

Lissa Piper

MBA, EA

Money Blossoms, LLC

Beaverton, OR

Kay Dee Cole

CFP®

Clarity Wealth Development

Corvallis, OR

Jason Smith

Hausman Advisors LLC

Hood River, OR

Brent Hunsberger

Silver Oak Advisory Group

Portland, OR

Stefanie Pickard

Old Growth Financial

Portland, OR

Annelise Bretthauer

Head to Toe Financial Planning

Hillsboro, OR

Kim Hall

Clarity Wealth Development

Corvallis, OR

Peggy Kessinger

CFP®, MBA

Cedar Financial Advisors, LLC

Beaverton, OR

Karen Hausman Smith

Hausman Advisors LLC

Hood River, OR

Alex Krider

MBA, CFP®

Avier Wealth Advisors

Lake Oswego, OR

Patricia Passon

Encompass Financial Advisors, Inc.

Beaverton, OR

Todd Brundage

CPA, ChFC®, MBA

Pacific Capital Works

PORTLAND, OR

Kyle Goulard

Goulard Financial Planning

Portland, OR

Eric Thomas

Clarity Capital Management

Tigard, OR

Jody Duncan

Insight Advisors NW, LLC

Beaverton, OR

Brent Hamilton

WBH Financial Services, LLC

Lake Oswego, OR

Kathleen Kee

CFP®

Confluence Wealth Management LLC

Portland, OR

Joanne Boorman

Silver Oak Advisory Group

Portland, OR

Scott Frey

Skyline Financial Northwest

Portland, OR

Nathan Schorsch

Head to Toe Financial Planning

Portland, OR

Kyle Mast

CFP®

Clarity Financial LLC

Portland, OR

Colton Etherton

Out of the Office Planning

Beaverton, OR

Michael Harris

Blue Rock Financial Services, Inc.

Medford, OR

Carmen Wong

JD, CFP®, CLTC

Confluence Wealth Management LLC

Portland, OR

Will Kaplan

CFP®

Halcyon Financial Planning

West Linn, OR

Mark Sharp

CFP®, RICP®, EA

Mark Sharp Retirement, LLC.

Portland, OR

Nicholas Pihl

Pihl Financial Planning

Milwaukie, OR

Scott Emblen

CFP®, CDFA®

Independent Progressive Advisors, LLC

Portland, OR

Brent Lince

Garrett Investment Advisors, LLC

Hillsboro, OR

Alan Nelson

Sterling Investment Management, Inc.

Beaverton, OR

Andrea Vedder

Silver Oak Advisory Group

Portland, OR

Tim Kober

CFP®

Cedar Financial Advisors, LLC

Beaverton, OR

Lantz Stringham

Buckingham Strategic Wealth

Portland, OR

Jack Schniepp

CFP®, ChFC®

Cascade Financial Strategies

Bend, OR

Jessica Howe

Silver Oak Advisory Group

Portland, OR

Troy Thompson

Thompson Advisory Services, LLC

Portland, OR

Miriam Whiteley

CFP®, RLP®, CeFT®

LifeCraft Financial Planning, LLC

Eugene, OR

Philip Tilp

Trillium Valley Financial Planning, LLC

Sherwood, OR

Ann Garcia

Independent Progressive Advisors, LLC

Portland, OR

Andrew Jamison

Main Avenue Financial Services, LLC

Beaverton, OR

Michael Tarascio

Tarascio Financial Planning, LLC

Beaverton, OR

Josh Cepeda

CFP®

Confluence Wealth Management LLC

Portland, OR

Garrett Bergby

Treeline Financial Planning

Bend, OR

Jennifer de Thomas

Birch Elliott Financial

Portland, OR

Chad Duncan

Minimalist Financial LLC

Newberg, 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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