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159 advisors in oregon
FirmFeeAUMMin.Clients

VISTA CAPITAL PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #114913
Typical Fee--
AUM$2.7B
Minimum--
Clients3,126

VON BORSTEL & ASSOCIATES

Fee-OnlyAlso Compensated via Product Sales
The Dalles, OregonCRD #309746
Typical Fee--
AUM$576M
Minimum--
Clients2,158

WAGNER PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #318448
Typical Fee--
AUM$128M
Minimum--
Clients391

WEALTH ADVISORS NW

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #284468
Typical Fee--
AUM$300M
Minimum--
Clients1,139

WELCH INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grants Pass, OregonCRD #131006
Typical Fee--
AUM$239M
Minimum--
Clients908

WELLSPRING ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hillsboro, OregonCRD #147861
Typical Fee--
AUM$198M
Minimum$1000M
Clients919

WILLAMETTE FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #173482
Typical Fee--
AUM$117M
Minimum--
Clients488

XENA FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #333436
Typical Fee--
AUM$104M
Minimum--
Clients384

ZUNA, LLC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #306113
Typical Fee--
AUM$411M
Minimum--
Clients60
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