NBC CAPITAL ADVISORS
Beaverton, OR
AUM
$847.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
503-683-7727
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OR, BEAVERTON
17 advisers found
CROSS FINANCIAL ADVISORS
Beaverton, OR
AUM
$481.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(503) 430-0563
OPTIMA CAPITAL LLC
Beaverton, OR
AUM
$379.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
503-270-1314
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
Beaverton, OR
AUM
$284.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Fixed fees
541-463-0899
ROI FINANCIAL
Beaverton, OR
AUM
$264.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
503-941-5925
DEFINED WEALTH MANAGEMENT, LLC
Beaverton, OR
AUM
$254.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
503-444-7895
GRANGE CAPITAL, LLC
Beaverton, OR
AUM
$217.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
971 708 6659
CAPITOL FAMILY OFFICE, INC.
Beaverton, OR
AUM
$136.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(503) 897-0236
SAMARA CAPITAL
Beaverton, OR
AUM
$123.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-397-8331
MAIN AVENUE FINANCIAL SERVICES, LLC
Beaverton, OR
AUM
$101.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
503-336-3776
ERLANDSON WEALTH MANAGEMENT
Beaverton, OR
AUM
$67.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
503-746-9275
SCOUT ASSET MANAGEMENT
Beaverton, OR
AUM
$67.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-248-0976
ELDON REESE ADVISORY GROUP
Beaverton, OR
AUM
$59.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Commissions
(503) 908-6397
INSIGHT ADVISORS NW, LLC
Beaverton, OR
AUM
$38.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
503-314-7760
TMG WEALTH ADVISORS, INC.
Beaverton, OR
AUM
$29.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
503-533-4929
INNOVATOR WEALTH ADVISOR, LLC
Beaverton, OR
AUM
$500K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-998-4545
CONSOLIDATED FINANCIAL MANAGEMENT CORP.
Beaverton, OR
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
503-844-9146