ELEVATION CAPITAL ADVISORY
Bend, OR
AUM
$252.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(541) 728-0321
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OR
207 advisers found
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
Portland, OR
AUM
$235.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-405-9472
CATALYST FINANCIAL NW CORPORATION
Gresham, OR
AUM
$233.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
503-661-9010
TAURUS CAPITAL ADVISORS, LLC
Lake Oswego, OR
AUM
$231.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
503-756-2972
MSP WEALTH MANAGEMENT, LLC
Klamath Falls, OR
AUM
$228.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541-884-4164
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
Jacksonville, OR
AUM
$227.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
541-500-4321
CONNECTED WEALTH SOLUTIONS, LLC
La Grande, OR
AUM
$226.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
(541) 963-7800
FOSTER & WOOD, INC.
Lake Oswego, OR
AUM
$218.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-785-9844
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
CONTINUITY WEALTH MANAGEMENT, CORP.
Portland, OR
AUM
$214.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
503-244-8905
JH ADVISORS
Salem, OR
AUM
$212.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503.391.1040
FINANCIAL INVESTMENT TEAM ("FIT")
Portland, OR
AUM
$209.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
503-906-5205
CLARITY WEALTH DEVELOPMENT, LLC
Corvallis, OR
AUM
$208.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
541-753-1898
GO WEALTH MANAGEMENT
Eugene, OR
AUM
$208.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541-338-7631
CLEARVIEW WEALTH ADVISORS, LLC
Salem, OR
AUM
$201.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-400-7800
NEWBORE WEALTH MANAGEMENT, INC.
Gladstone, OR
AUM
$200.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
503-657-3143
AUM
$199.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(503) 476-7811
INMAN FINANCIAL SERVICES, INC.
Portland, OR
AUM
$197.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(503) 906-2650
CLS FINANCIAL ADVISORS, INC.
Portland, OR
AUM
$192.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(503) 244-8879
HIGHROAD WEALTH ADVISORS, LLC
Coos Bay, OR
AUM
$188.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
541-266-7623
CROWN POINT WEALTH ADVISORS
Hood River, OR
AUM
$185.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
541-386-2792
SMB FINANCIAL SERVICES, INC.
Portland, OR
AUM
$177.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
503-387-3222
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
Portland, OR
AUM
$173.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-253-3000
LITTLEJOHN FINANCIAL SERVICES INC
Roseburg, OR
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541-375-0898