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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in OR
116 advisers found
AUM
$199.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(503) 476-7811
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
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
AUM
$170.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
971-453-0130
STRADA FINANCIAL GROUP LLC
Boring, OR
AUM
$159.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
503-667-5355
OREGON PACIFIC WEALTH MANAGEMENT
Medford, OR
AUM
$156.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
541-858-0166
TRUE WEALTH GROUP
Bend, OR
AUM
$151.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
541-588-5008
CASCADE FINANCIAL STRATEGIES
Bend, OR
AUM
$150.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
541-678-5475
RETIREMENT STRATEGY ADVISORS LLC
Bend, OR
AUM
$150.0M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-805-7394
SKYLINE FINANCIAL NORTHWEST
Portland, OR
AUM
$148.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
888-739-7369
AXIA WEALTH MANAGEMENT INC
Bend, OR
AUM
$140.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(541) 647-1500
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
JGC TAX & WEALTH MANAGEMENT
Salem, OR
AUM
$132.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-390-7880
CLEAR RESOURCE GROUP, LLC
Portland, OR
AUM
$126.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
503-227-9800
AXIOM WEALTH STRATEGIES, LLC
Bend, OR
AUM
$124.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-389-7777
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
TENBRIDGE PARTNERS LLC
Portland, OR
AUM
$110.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
971-277-1077
AUM
$102.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
253-254-5078
FAIRCHILD CAPITAL LLC
Portland, OR
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
503-828-3796
EXECUTIVE INVESTMENT SERVICES, LLC
Lake Oswego, OR
AUM
$91.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
503-697-0817
ROGUE ADVISORS, LLC
Grants Pass, OR
AUM
$80.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-474-9700