CONSOLIDATED FINANCIAL MANAGEMENT CORP.
Beaverton, OR
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
503-844-9146
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OR
207 advisers found
CUTHBERT FINANCIAL GUIDANCE
Portland, OR
AUM
—
Financial Planning
Team
2 advisors
Clients
51-100
Fees
Fixed fees
404-633-6420
GREEN TREE WEALTH, INC
Bend, OR
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
541-550-7443
LETTIN WEALTH MANAGEMENT GROUP, INC.
Lake Oswego, OR
AUM
—
Financial Planning
Team
1 advisors
Clients
11-25
Fees
REFERRAL FEES
503-925-0554
NAGEL & PADILLA, LLC
Ashland, OR
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Hourly charges
541-488-1551
OLD GROWTH FINANCIAL LLC
Portland, OR
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-395-8545
REIGN WEALTH LOGIC
Eugene, OR
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
0
Fees
Fixed fees; SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS
888 448 0006
DOBSON ASSET MANAGEMENT LLC
Portland, OR
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
503-417-3481
Full profileNo website
AUM
$69.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-378-0220
Full profileNo website
PURPOSE FIRST FINANCIAL, LLC
Grants Pass, OR
AUM
$60.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
541-474-0824
Full profileNo website
MULLIGAN CAPITAL, INC
Tigard, OR
AUM
$40.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-352-4019
Full profileNo website
SOMERSET WEALTH MANAGEMENT, LLC
Portland, OR
AUM
$17.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
503-595-1333
Full profileNo website
5 STAR INVESTING
Milton-Freewater, OR
AUM
$16.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
541-938-6105
Full profileNo website
DJ FINANCIAL
Roseburg, OR
AUM
$15.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
541-670-1071
Full profileNo website
ROSE CITY INVESTMENT CONSULTING LLC
Lake Oswego, OR
AUM
—
Financial Planning
Team
1 advisors
Clients
1-10
Fees
Fixed fees
503-816-8998
Full profileNo website
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