Fee-Only Financial Advisors in Portland, OR

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

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

Financial Planning for Busy Families. Serving clients across the country through virtual meetings. Offices in Ithaca & Corning NY, and Portland OR.

I can work with clients anywhere!

Andrew Gray

CFP®, CRPC®

Gray Wealth Strategies LLC

Bend, 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 from Bend, OR

I can work with clients anywhere!

Corey Beal

CFP®

Empowering Finance

Portland, OR

Specialties: LGBTQIA+ Planning, Comprehensive Financial Planning, Holistic Financial Planning, Socially Responsible Investing, Divorce Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Pre-Retirement

Empowering Finance is a holistic, boutique financial planning firm for the bold, the ambitious, and the socially progressive badasses of the world serving clients virtually both 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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Lissa Piper

MBA, CFP®, AWMA®, 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.

I can work with clients anywhere!

Tyler Elliott

JD, MA, 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.

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!

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.

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Stacy Dervin

CFA, CFP®

Tailored Financial Planning, LLC

Eugene, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Socially Responsible Investing

Fee-Only financial planner located in Eugene, OR, serving clients locally and across the country

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

I can work with clients anywhere!

Daniel 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 across the country.

I can work with clients anywhere!

Katherine Fox

CFP®, CAP®

Sunnybranch Wealth

Portland, OR

Specialties: Understanding the Inheritance Process, Navigating an Estate Settlement, Planning for a Future Inheritance, Inheritance from a Trust, Comprehensive Financial Planning, Values Aligned Investing

As a CERTIFIED FINANCIAL PLANNER™ & Wealth Manager, I help inheritors unlock the potential of their legacy, drive social change through investing, and answer the big question - “what can I do with my money?”

I can work with clients anywhere!

Christopher Sittner

CFP®, CPA

CS Wealth Management, LLC

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

I can work with clients anywhere!

Gretchen Behnke

CFP®, MBA, RLP®

Pearl Financial Planning LLC

Portland, OR

Specialties: Life Planning, Comprehensive Financial Planning, In-House Investment Management, 401(k) and Employer Plans

Holistic Financial Life Planning for Professional Women. Utilizing robust technology to serve clients nationwide.

I can work with clients anywhere!

Anika Hedstrom

MBA, CFP®

Uplevel Wealth

Portland, OR

Fee-Only financial planner located in Portland, OR, serving clients locally 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

I can work with clients anywhere!

Hayley Haslett

M.S., CFP®

Lake Road Advisors

Portland, OR

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

Financial Planning for Busy Families. Serving clients across the country through virtual meetings. Offices in Ithaca & Corning NY, and Portland OR.

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.

I can work with clients anywhere!

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.

Mark Sharp

CFP®, RICP®, EA

Mark Sharp Retirement, LLC.

Portland, OR

Jim Corbeau

MBA, CFP®, CDFA®

Springwater Wealth Management

Beaverton, OR

Scott Emblen

CFP®, CDFA®

Independent Progressive Advisors, LLC

Portland, OR

Joe Bautista

CFP®, MBA

Bautista Planning and Analytics, LLC

Lake Oswego, OR

Christopher Winn

CFP®, MBA

Interactive Wealth Advisors, Inc.

Portland, OR

Kyle Mast

CFP®

Clarity Financial LLC

Portland, OR

Elisabeth Mesquit

CFP®, CFA®

Soaring Investment Management

Portland, OR

Will Kaplan

CFP®

Halcyon Financial Planning

West Linn, OR

Robb Severdia

CFP®

Nest Financial Planning, LLC

Hood River, OR

Todd Brundage

CPA, ChFC®, MBA

Pacific Capital Works

PORTLAND, OR

Jonathan Kahrs

CFP®, MBA

Interactive Wealth Advisors, Inc.

Portland, OR

  • Refine Your Search

      Search By Zip Code or City


    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

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser