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:

Christopher Winn

CFP®, MBA, CDFA®™

Interactive Wealth Advisors Inc.

Portland, 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

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.

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.

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.

Todd Porterfield

CFP®

Clarity Wealth Development

Portland, OR

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

Marilyn Bergen

Confluence Wealth Management LLC

Portland, OR

Tim Martin

Handcrafted Financial Values LLC

Portland, OR

Charles Potter

Cartography Financial Planning

Portland, OR

Shawn Koch

Koch Financial Partners, LLC

Portland, OR

Jim Corbeau

MBA, CFP®, CDFA®

Springwater Wealth Management

Portland, OR

Rick Schmidt

Confluence Wealth Management LLC

Portland, OR

Carmen Wong

Confluence Wealth Management LLC

Portland, OR

Scott Frey

Skyline Financial Northwest

Portland, OR

Gabriel Markiz

Portland Financial Advisors, Inc.

Portland, OR

Todd Brundage

CPA, ChFC®, MBA

Pacific Capital Works

Portland, OR

Troy Thompson

Thompson Advisory Services, LLC

Portland, OR

Linden Cornett

Seagrass Financial, LLC

Portland, OR

Ryan Berning

Confluence Wealth Management LLC

Portland, OR

Brent Hunsberger

Silver Oak Advisory Group

Portland, OR

Josh Cepeda

Confluence Wealth Management LLC

Portland, OR

Kathleen Kee

Confluence Wealth Management LLC

Portland, OR

Ann Garcia

Independent Progressive Advisors, LLC

Portland, OR

Melanie Boekee

WTF Planning, LLC

Portland, 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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