Financial Advisors in Oregon
Browse 170 financial advisors in Oregon — page 2 of 4.
fairchild capital llc
portland, OR
fairway america investment advisors, llc
tigard, OR
ferguson wellman capital management, inc.
portland, OR
fidelis im
medford, OR
financial investment team ("fit")
portland, OR
focuspoint solutions, inc.
portland, OR
foster & wood, inc.
lake oswego, OR
go wealth management
eugene, OR
government portfolio advisors llc
portland, OR
grange capital, llc
beaverton, OR
green cities investment management, llc
portland, OR
headwater investment consulting,inc.
mcminnville, OR
highroad wealth advisors, llc
coos bay, OR
highwest global
bend, OR
horst & graben wealth management, llc
portland, OR
human investing
lake oswego, OR
hurley financial group, inc.
corvallis, OR
icon financial services llc
portland, OR
ims capital management
clackamas, OR
inman financial services, inc.
portland, OR
integrity wealth llc
eugene, OR
ironside capital llc
lake oswego, OR
jensen investment management inc.
lake oswego, OR
jgc tax & wealth management
salem, OR
jgp wealth management, llc
bend, OR
jh advisors
salem, OR
jones & associates premier financial solutions
jacksonville, OR
keudell morrison wealth management, llc
salem, OR
kingsview wealth management, llc
grants pass, OR
koenig investment advisory, llc
ashland, OR
lifelong wealth management group, llc
lake oswego, OR
littlejohn financial services inc
roseburg, OR
m financial asset management, inc.
portland, OR
m financial investment advisers inc
portland, OR
m holdings securities, inc.
portland, OR
martin capital partners, llc
eugene, OR
matisse capital
portland, OR
mengis capital management, inc.
portland, OR
mesh ventures llc
portland, OR
modernist financial, llc
portland, OR
motus ventures, llc
portland, OR
msp wealth management, llc
klamath falls, OR
multnomah group, inc.
portland, OR
nbc capital advisors
beaverton, OR
newbore wealth management, inc.
gladstone, OR
north forty two & co.
lake oswego, OR
north ridge
beaverton, OR
northmarq fund management, llc
lake oswego, OR
Frequently Asked Questions
How much does a financial advisor cost in Oregon?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.