SHARED PROSPERITY GROUP
Portland, OR
AUM
$680K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-343-9909
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
292 advisers found
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
AEGIS FINANCIAL ADVISORY
Lake Oswego, OR
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
5032901089
CAPITAL UNITED, LLC
Hillsboro, OR
AUM
—
Team
5 advisors
Clients
—
Fees
Percentage of AUM; ADMINISTRATION FEE
(424) 279-8308
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541.330.0266
CONLEY CAPITAL GROUP
Eugene, OR
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Commissions
541-686-1201
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
CUTHBERT FINANCIAL GUIDANCE
Portland, OR
AUM
—
Financial Planning
Team
2 advisors
Clients
51-100
Fees
Fixed fees
404-633-6420
FAIRWAY AMERICA INVESTMENT ADVISORS, LLC
Tigard, OR
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
503.906.9100
GREEN TREE WEALTH, INC
Bend, OR
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
541-550-7443
LETTIN WEALTH MANAGEMENT GROUP, INC.
Lake Oswego, OR
AUM
—
Financial Planning
Team
1 advisors
Clients
11-25
Fees
REFERRAL FEES
503-925-0554
NAGEL & PADILLA, LLC
Ashland, OR
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Hourly charges
541-488-1551
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
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