HENDERSON ASSET MANAGEMENT, LLC
Bend, OR
AUM
$7.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
360-608-8650
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OR
232 advisers found
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
STRATEGIC FINANCE INC.
Clackamas, OR
AUM
$3.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-451-0227
HEISSLER FINANCIAL, LLC
Gresham, OR
AUM
$2.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-492-1556
SHARED PROSPERITY GROUP
Portland, OR
AUM
$680K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-343-9909
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
REIGN WEALTH LOGIC
Eugene, OR
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
0
Fees
Fixed fees; SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS
888 448 0006
AUM
$96.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
503-989-8165
Full profileNo website
SHERMAN, YOUNG & LEAVITT, LLC
Oregon City, OR
AUM
$77.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
503-307-6850
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
AUM
$69.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-378-0220
Full profileNo website
PURPOSE FIRST FINANCIAL, LLC
Grants Pass, OR
AUM
$60.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
541-474-0824
Full profileNo website
MULLIGAN CAPITAL, INC
Tigard, OR
AUM
$40.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-352-4019
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
5 STAR INVESTING
Milton-Freewater, OR
AUM
$16.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
541-938-6105
Full profileNo website
DJ FINANCIAL
Roseburg, OR
AUM
$15.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
541-670-1071
Full profileNo website
PreviousPage 10 of 10