AUM
$170.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
971-453-0130
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OR
207 advisers found
NORTH FORTY TWO & CO.
Lake Oswego, OR
AUM
$167.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
503-417-2970
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
PEARL WEALTH LLC
Portland, OR
AUM
$156.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(503) 223-2539
WELLSPRING ADVISORS, INC.
Hillsboro, OR
AUM
$152.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-714-9531
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
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
WAGNER PLANNING
Lake Oswego, OR
AUM
$144.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-342-0038
SUMMA GLOBAL ADVISORS, LLC
Clackamas, OR
AUM
$144.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-636-2022
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
TRADEWINDS WEALTH MANAGEMENT
Portland, OR
AUM
$135.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
503-673-2828
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
PACIFIC COAST INVESTMENT ADVISORS, LLC
West Linn, OR
AUM
$122.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-968-2500
LIFELONG WEALTH MANAGEMENT GROUP, LLC
Lake Oswego, OR
AUM
$121.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
503-747-6534
WILLAMETTE FINANCIAL ADVISORS, LLC
Portland, OR
AUM
$117.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-747-0306
UPLEVEL WEALTH
Portland, OR
AUM
$115.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(503)308-9067
MODERNIST FINANCIAL, LLC
Portland, OR
AUM
$113.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(971) 544-7417
SOARING INVESTMENT MANAGEMENT, LLC
Portland, OR
AUM
$112.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(503) 433-7946