WATERSHED WEALTH PLANNING LLC
Portland, OR
AUM
$31.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
503-862-9064
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
99 advisers found
RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS
Portland, OR
AUM
$30.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-997-2007
BLUEPRINT FINANCIAL ADVISORS, LLC
Portland, OR
AUM
$29.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
5033810638
ICON FINANCIAL SERVICES LLC
Portland, OR
AUM
$19.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
1 (503) 917-0590
MKG FINANCIAL GROUP, INC.
Portland, OR
AUM
$16.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
503-226-6700
WESTLAKE WEALTH MANAGEMENT, LLC
Portland, OR
AUM
$15.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
888-596-8892
PATHLIGHT FINANCIAL PLANNING LLC
Portland, OR
AUM
$9.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
971-357-2197
MP TOWNSEND FINANCIAL
Portland, OR
AUM
$5.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-327-8026
ZEN TRENDS CAPITAL LLC
Portland, OR
AUM
$3.9M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
360-229-3036
SHARED PROSPERITY GROUP
Portland, OR
AUM
$680K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-343-9909
CUTHBERT FINANCIAL GUIDANCE
Portland, OR
AUM
—
Financial Planning
Team
2 advisors
Clients
51-100
Fees
Fixed fees
404-633-6420
OLD GROWTH FINANCIAL LLC
Portland, OR
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-395-8545
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
Portland, OR
AUM
$642.6M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
971-352-8430
Full profileNo website
DOBSON ASSET MANAGEMENT LLC
Portland, OR
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
503-417-3481
Full profileNo website
SOMERSET WEALTH MANAGEMENT, LLC
Portland, OR
AUM
$17.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
503-595-1333
Full profileNo website
OREGON FINANCIAL PRODUCTS & SERVICES, LLC
Portland, OR
AUM
$14.2M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; ANNUAL CAP = $1,000
503-232-4214
Full profileNo website
TOTAL ASSETS MANAGEMENT, INC.
Portland, OR
AUM
$1.3M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-260-2149
Full profileNo website
Full profileNo website