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:
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
Christopher Winn
CFP®, MBA, CDFA®™
Interactive Wealth Advisors Inc.
Beaverton, OR
Specialties: Maximizing Business Value Pre-Sale, Building Absentee Owner Business Models, Income Replacement in Retirement, Active Investment Management, Charitable Tax Strategies, Current and Former Intel Employees
Fee Only Financial Planner with offices in Beaverton and Portland, OR
Will Kaplan
CFP®
Halcyon Financial Planning
Happy Valley, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving the Portland, Oregon area.
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
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.
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.
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
Jonathan Kahrs
CFP®, MBA
Interactive Wealth Advisors
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Oregon Fee-Only Financial Planner serving the greater Portland, Oregon Area.
Grant Bledsoe
CFP®, CFA
Three Oaks Capital Management
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.
Todd Porterfield
CFP®
Clarity Wealth Development
Portland, OR
Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning
Jeffrey Yamada
CFP®, MBA, RPCV
MCS Family Wealth Advisors®
Eugene, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner with offices in Norman, OK and Eugene, OR
Tyler Elliott
JD CFP®
Watershed Wealth Planning LLC
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Travel Budgets, College Education Planning
Fee-Only Financial Planner serving the Portland, OR area as well as clients nationwide via virtual planning services.
Dave Welty
CFP®
Avier Wealth Advisors
Lake Oswego, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bellevue, WA, serving clients locally and across the country
David Erlandson
CFP®
Erlandson Wealth Management
Beaverton, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving the Beaverton and Portland, OR area.
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)
