WBH FINANCIAL SERVICES, LLC
Lake Oswego, OR
AUM
$31.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-699-9200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OR
207 advisers found
WATERSHED WEALTH PLANNING LLC
Portland, OR
AUM
$31.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
503-862-9064
AUM
$29.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541-610-6901
INTEGRATED CAPITAL PLANNING LLC
Bend, OR
AUM
$29.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-575-9174
ENCOMPASS FINANCIAL PLANNING
West Linn, OR
AUM
$29.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-914-4494
BLUEPRINT FINANCIAL ADVISORS, LLC
Portland, OR
AUM
$29.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
5033810638
TMG WEALTH ADVISORS, INC.
Beaverton, OR
AUM
$29.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
503-533-4929
GRATKE WEALTH, LLC
Hillsboro, OR
AUM
$27.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
888-970-8987
AUM
$24.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
503-607-7454
STRATEGIC WEALTH MANAGEMENT, LLC
Bend, OR
AUM
$18.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
541-385-6263
THISTLE WEALTH
Corvallis, OR
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-230-4820
BOZ & COMPANY LLC
Lake Oswego, OR
AUM
$15.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
855-790-2317
PATHLIGHT FINANCIAL PLANNING LLC
Portland, OR
AUM
$9.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
971-357-2197
MAXWELL FINANCIAL GROUP, INC
Sherwood, OR
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
971-264-3066
TANDEM VIEWS INVESTMENT SERVICES, LLC
Lake Oswego, OR
AUM
$7.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
503-781-4078
HENDERSON ASSET MANAGEMENT, LLC
Bend, OR
AUM
$7.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
360-608-8650
MP TOWNSEND FINANCIAL
Portland, OR
AUM
$5.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-327-8026
STRATEGIC FINANCE INC.
Clackamas, OR
AUM
$3.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-451-0227
HEISSLER FINANCIAL, LLC
Gresham, OR
AUM
$2.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-492-1556
SHARED PROSPERITY GROUP
Portland, OR
AUM
$680K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-343-9909
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
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