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 Retirement Planning advisors in OR, BEAVERTON
8 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
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
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
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
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