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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OR
232 advisers found
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
GRADOW CAPITAL MANAGEMENT, LLC
Lake Oswego, OR
AUM
$33.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-534-3636
OPTIMUM CAPITAL STRATEGIES
Beaverton, OR
AUM
$33.5M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
971-250-0300
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
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
COLUMBIA WEALTH ADVISORS LLC
Scappoose, OR
AUM
$24.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
9715700346
AUM
$24.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
503-607-7454
ICON FINANCIAL SERVICES LLC
Portland, OR
AUM
$19.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
1 (503) 917-0590
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
WESTLAKE WEALTH MANAGEMENT, LLC
Portland, OR
AUM
$15.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
888-596-8892
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