Fee-Only Financial Planners in Portland, OR

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 Portland, OR:

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

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.

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!

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!

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

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

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

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!

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!

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!

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

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.

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

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.

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

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.

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

Ryan Berning

CFP®

Confluence Wealth Management LLC

Portland, OR

Will Kaplan

CFP®

Halcyon Financial Planning

West Linn, OR

Kyle Goulard

Goulard Financial Planning

Portland, OR

Todd Brundage

CPA, ChFC®, MBA

Pacific Capital Works

PORTLAND, OR

Nathan Schorsch

Head to Toe Financial Planning

Portland, OR

Kathleen Kee

CFP®

Confluence Wealth Management LLC

Portland, OR

Lissa Piper

MBA, EA

Money Blossoms, LLC

Beaverton, OR

Linden Cornett

Seagrass Financial, LLC

Portland, OR

Jennifer de Thomas

Birch Elliott Financial

Portland, OR

Mark Sharp

CFP®, RICP®, EA

Mark Sharp Retirement, LLC.

Portland, OR

Kyle Mast

CFP®

Clarity Financial LLC

Portland, OR

Brent Hunsberger

Silver Oak Advisory Group

Portland, OR

Jonathan Kahrs

CFP®, MBA

Interactive Wealth Advisors, Inc.

Portland, OR

Ann Garcia

Independent Progressive Advisors, LLC

Portland, OR

Josh Cepeda

CFP®

Confluence Wealth Management LLC

Portland, OR

Carmen Wong

JD, CFP®, CLTC

Confluence Wealth Management LLC

Portland, OR

Troy Thompson

Thompson Advisory Services, LLC

Portland, 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.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

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