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.

What advisors in Oregon charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$225/hr$200⁠-⁠$350/hr4 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Advice only financial planners in Oregon and their published fees

5 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Crossroads Wealth PlanningTualatin$350/hrNot publishedNot published
Cuthbert Financial GuidancePortlandNot published$2,600⁠-⁠$15,000Not published
Financial Planning NorthwestPortland$250/hr$500⁠-⁠$20,000Not published
Pyles Financial Planning, LLCPortland$75/hrNot publishedNot published
Trillium Valley Financial PlanningSherwood$200/hrNot publishedNot published
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.

Advice only financial planners in other states