Advice only financial planners in Oregon
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.
5 firms in Oregon that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $225/hr | $200-$350/hr | 4 firms |
Advice only financial planners in Oregon and their published fees
5 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Crossroads Wealth PlanningTualatin | $350/hr | Not published | Not published |
| Cuthbert Financial GuidancePortland | Not published | $2,600-$15,000 | Not published |
| Financial Planning NorthwestPortland | $250/hr | $500-$20,000 | Not published |
| Pyles Financial Planning, LLCPortland | $75/hr | Not published | Not published |
| Trillium Valley Financial PlanningSherwood | $200/hr | Not published | Not published |
No firms match these filters.
Also filed as advice only financial planners, without a published price (3)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Greeley Wealth Management, Bend
- Nagel & Padilla, LLC, Ashland
- Rose City Investment Consulting LLC, Lake Oswego