Fiduciary advisors in Salem, OR

7 registered advisers

Anyone in Salem, Oregon seeking a fiduciary advisor can choose from 7 SEC-registered firms. 7 of those firms are fee-only, meaning the advisor's income comes entirely from client-paid fees.

CAPITAL FINANCIAL PLANNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #310168
Typical Fee--
AUM$244M
Minimum--
Clients569

CAPSTONE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #287670
Typical Fee--
AUM$230M
Minimum--
Clients838

CLEARVIEW WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #305737
Typical Fee--
AUM$184M
Minimum--
Clients872

JGC TAX & WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #165770
Typical Fee3.00%
AUM$109M
Minimum--
Clients498

JH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #139587
Typical Fee--
AUM$172M
Minimum--
Clients391

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #292600
Typical Fee1.50%
AUM$813M
Minimum$500,000
Clients1,992

TRUE PRIVATE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #164947
Typical Fee--
AUM$1.3B
Minimum--
Clients4,050
Fiduciary Advisors in Salem, Oregon | FiduciaryListings