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:
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.
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
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
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
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
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.
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
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
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
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)
