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:

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.

James Tarvin

Physician Family Financial Advisors

Beaverton, OR

Russell Francis

Halcyon Financial Planning

West Linn, OR

Melanie Boekee

WTF Planning, LLC

Portland, OR

Rick Schmidt

Confluence Wealth Management LLC

Portland, OR

Kathy Shultz

Shultz Financial Planning

Beaverton, OR

Jody Duncan

Insight Advisors NW, LLC

Beaverton, OR

Scott Frey

Skyline Financial Northwest

Portland, OR

Gabriel Markiz

Portland Financial Advisors, Inc.

Portland, OR

Charles Potter

Cartography Financial Planning

Portland, OR

Marilyn Bergen

Confluence Wealth Management LLC

Portland, OR

Carmen Wong

Confluence Wealth Management LLC

Portland, OR

Mark Vermillion

JGC Wealth Management, LLC

Salem, OR

Peggy Kessinger

Cedar Financial Advisors, LLC

Beaverton, OR

Brent Lince

Garrett Investment Advisors

Hillsboro, OR

Shawn Koch

Koch Financial Partners, LLC

Portland, OR

Andrew Jamison

Main Avenue Financial Services, LLC

Beaverton, OR

Patricia Passon

Encompass Financial Advisors, Inc.

Beaverton, OR

Tim Martin

Handcrafted Financial Values LLC

Portland, OR

Ann Garcia

Independent Progressive Advisors, LLC

Portland, OR

Philip Tilp

Trillium Valley Financial Planning, LLC

Sherwood, OR

Linden Cornett

Seagrass Financial, LLC

Portland, OR

Ryan Berning

Confluence Wealth Management LLC

Portland, OR

Phyllis Carlton

Carlton Advisors, LLC

West Linn, OR

Alan Nelson

Sterling Investment Management, Inc.

Beaverton, OR

Kay Dee Cole

CFP®

Clarity Wealth Development

Corvallis, OR

W. Ben Utley

Physician Family Financial Advisors

Eugene, OR

Jason Smith

Hausman Advisors LLC

Hood River, OR

Jim Corbeau

MBA, CFP®, CDFA®

Springwater Wealth Management

Portland, OR

Todd Brundage

CPA, ChFC®, MBA

Pacific Capital Works

Portland, OR

Kirby Kleinsmith

Kleinsmith Resource Management, LLC

Bend, OR

Antoinette Laferriere

Griffon Financial Planning, Inc.

Bend, OR

Michael Harris

Blue Rock Financial Services, Inc.

Medford, OR

Brent Hunsberger

Silver Oak Advisory Group

Portland, OR

Tim Kober

Cedar Financial Advisors, LLC

Beaverton, OR

Kathleen Kee

Confluence Wealth Management LLC

Portland, OR

Karen Hausman Smith

Hausman Advisors LLC

Hood River, OR

Josh Cepeda

Confluence Wealth Management LLC

Portland, OR

Troy Thompson

Thompson Advisory Services, LLC

Portland, OR

Kyle Mast

Clarity Financial LLC

Canby, OR

  • 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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