STRATEGY CAP, LLC
Bend, OR
AUM
$64.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-585-3737
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OR
207 advisers found
MERIDIAN FINANCIAL GROUP, INC.
Milwaukie, OR
AUM
$63.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
503-235-8174
VANTAGE WEALTH MANAGEMENT LLC
Corvallis, OR
AUM
$62.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
541-714-5221
D. MATTERSDORFF LLC
Lake Oswego, OR
AUM
$61.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(510) 842-6060
OSWEGO PRIVATE WEALTH MANAGEMENT
Lake Oswego, OR
AUM
$60.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
503-931-8104
SYMAN-DEGLER GROUP, LLC
Eugene, OR
AUM
$59.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(541) 345-9681
MCKELVEY WEALTH MANAGEMENT, LLC
Tigard, OR
AUM
$59.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
503-709-5669
ELDON REESE ADVISORY GROUP
Beaverton, OR
AUM
$59.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Commissions
(503) 908-6397
NEXUS STRATEGIC WEALTH
Tualatin, OR
AUM
$56.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
503-305-6704
LIFECRAFT FINANCIAL PLANNING, LLC
Eugene, OR
AUM
$54.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
949-287-1621
PLANFUL FINANCE LLC
Lake Oswego, OR
AUM
$53.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-395-5005
PACIFIC CAPITAL WORKS, INC.
Portland, OR
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
971-255-0888
GREENBRIDGE INVESTMENT MANAGEMENT, LLC
Lake Oswego, OR
AUM
$49.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5035059699
APM WEALTH
Portland, OR
AUM
$47.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(503) 218-3764
LOOKAHEAD WEALTH LLC
West Linn, OR
AUM
$45.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
503.832.0165
DAVIDSON & WATSON FINANCIAL
Lake Oswego, OR
AUM
$42.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
503-635-2058
COGNITIANT REGISTERED INVESTMENT ADVISORS
Portland, OR
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
9714139978
INSIGHT ADVISORS NW, LLC
Beaverton, OR
AUM
$38.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
503-314-7760
BRUNO MOUNTAIN ADVISORY, LLC
Bend, OR
AUM
$37.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
541-610-7992
COLLECTIVE WEALTH PLANNING
Salem, OR
AUM
$36.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
503-476-1142
INSIGHT FINANCIAL
Tigard, OR
AUM
$35.4M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
509-994-6465
INSIGHT INVESTMENT SOLUTIONS
Eugene, OR
AUM
$35.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
541-255-6404
ADB CAPITAL MANAGEMENT, LLC
Hood River, OR
AUM
$34.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
541-302-5814
BURNSIDE AND CO.
Oregon City, OR
AUM
$34.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
503-210-5257