Fiduciary advisors in Lake Oswego, OR
25 registered advisers
Lake Oswego is a Portland suburb that serves as a residential base for Oregon's wealthiest households and Nike-area executives. Among them, 25 operate strictly fee-only, meaning they collect no commissions or product-based revenue. All data is sourced from SEC Form ADV filings and updated as new disclosures become available.
801 WEST CAPITAL MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$458M
Minimum--
Clients6
AERODIGM WEALTH LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients819
ALDRICH WEALTH LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.5B
Minimum--
Clients2,435
ALLIUM FINANCIAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$639M
Minimum--
Clients680
BRIDGE CITY CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$393M
Minimum--
Clients42
CEDAR MOUNTAIN ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients2,612
CGC FINANCIAL SERVICES
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$737M
Minimum--
Clients3,027
CWC ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$421M
Minimum--
Clients1,138
FOSTER & WOOD, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$189M
Minimum--
Clients222
HUMAN INVESTING
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients2,957
JENSEN INVESTMENT MANAGEMENT INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$11.2B
Minimum--
Clients994
NORTH FORTY TWO & CO.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$160M
Minimum--
Clients254
NORTHMARQ FUND MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$492M
Minimum--
Clients6
NORTHWEST CAPITAL MANAGEMENT INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.5B
Minimum--
Clients301
ORCA INVESTMENT MANAGEMENT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$183M
Minimum--
Clients589
PACIFIC RIDGE CAPITAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$393M
Minimum--
Clients61
PANORAMIC CAPITAL PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$393M
Minimum--
Clients712
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.50%
AUM$700M
Minimum$2M
Clients475
PURE PORTFOLIOS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$360M
Minimum--
Clients803
QUEST INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients121
RETIREMENT CONSULTING GROUP, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$411M
Minimum--
Clients185
SPRINGWATER WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$169M
Minimum--
Clients404
TAURUS CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$167M
Minimum--
Clients595
VERGEPOINTE WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$260M
Minimum--
Clients193
WAGNER PLANNING
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$128M
Minimum--
Clients391