Financial Advisors in Oregon
Browse 170 financial advisors in Oregon — page 3 of 4.
northside capital management llc
hood river, OR
northwest capital management inc.
lake oswego, OR
northwest quadrant wealth management
bend, OR
optima capital llc
beaverton, OR
orca investment management, llc
lake oswego, OR
oregon pacific wealth management
medford, OR
pace financial advisors
hillsboro, OR
pacific coast investment advisors, llc
west linn, OR
pacific ridge capital partners, llc
lake oswego, OR
panoramic capital partners llc
lake oswego, OR
pearl wealth llc
portland, OR
peregrine asset advisers, inc.
portland, OR
phillips and company advisors llc
portland, OR
physician family financial advisors inc
beaverton, OR
pinnacle wealth advisors
clackamas, OR
portland private wealth management, inc.
portland, OR
practice financial group
jacksonville, OR
preisz financial
portland, OR
price financial group wealth management, inc.
portland, OR
progressive investment management corporation
lake oswego, OR
quest investment management, llc
lake oswego, OR
range financial group, llc
tigard, OR
retirement consulting group, inc.
lake oswego, OR
retirement planning specialists, inc.
ashland, OR
rock creek wealth management
hillsboro, OR
roehl & yi investment advisors, llc
eugene, OR
roi financial
beaverton, OR
rooted financial group, llc
tigard, OR
rutherford investment management
portland, OR
rvk, inc.
portland, OR
samara capital
beaverton, OR
sapient private wealth management, llc
eugene, OR
scott capital advisors, llc
portland, OR
sellwood investment partners llc
portland, OR
silver oak advisory group
portland, OR
sittner & nelson, llc
eugene, OR
skyline financial northwest
portland, OR
smb financial services, inc.
portland, OR
soaring investment management, llc
portland, OR
sortis fund manager, llc
portland, OR
sound investment management inc
tualatin, OR
spectrum strategic capital management, llc
corvallis, OR
springwater wealth management, llc
lake oswego, OR
stancorp investment advisers, inc.
portland, OR
stangier wealth management
clackamas, OR
stonepine capital management, llc
bend, OR
strada financial group llc
boring, OR
summa global advisors, llc
clackamas, 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.