Flat fee financial advisors in Oregon
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Oregon is $4,000, from 89 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,750-$7,200. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $4,000 | $2,750-$7,200 | 89 firms |
Flat fee financial advisors in Oregon and their published fees
89 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Keychain Asset ManagementOregon City | $150-$500/hr | $75-$500 | Not published |
| Horst & Graben Wealth Management, LLCPortland | Not published | $200-$2,000 | Not published |
| Capitol Family Office, Inc.Beaverton | Not published | $250-$30,000 | Not published |
| WBH Financial Services, LLCLake Oswego | $250/hr | $250-$3,500 | $85-$500/mo |
| Collective Wealth PlanningSalem | $400/hr | $300-$15,000 | Not published |
| Tenbridge Partners LLCPortland | Not published | $350 | Not published |
| Pathlight Financial Planning LLCPortland | Not published | $485 | $255/mo |
| Aegis Financial AdvisoryLake Oswego | $250/hr | $500 | Not published |
| Aim AdvisorsBeaverton | $250/hr | $500-$1,000 | Not published |
| Capstone Wealth Advisors, LLCSalem | $100-$750/hr | $500-$10,000 | Not published |
| Capstone Wealth Management Group, Inc.Bend | $95-$295/hr | $500-$7,000 | Not published |
| Financial Planning NorthwestPortlandNo AUM fee | $250/hr | $500-$20,000 | Not published |
| Gray Wealth Strategies LLCBendNo AUM fee | $400/hr | $500-$15,000 | $6,000-$30,000/yr |
| Kleinsmith Resource Management, LLCBend | $250/hr | $500-$10,000 | Not published |
| Madrona Wealth Management LLCHappy Valley | $150/hr | $500-$1,500 | Not published |
| Pacific Coast Investment Advisors, LLCWest Linn | $250/hr | $500-$2,500 | Not published |
| Planful Finance LLCLake Oswego | $300/hr | $500-$10,000 | Not published |
| Reign Wealth LogicEugene | Not published | $500-$5,000 | Not published |
| Veridan WealthWest Linn | $500/hr | $500-$25,000 | Not published |
| Roi FinancialBeaverton | $250/hr | $600-$4,800 | Not published |
| Trihelix Wealth CollectivePortland | $150-$350/hr | $600-$7,000 | $600-$900/yr |
| Inman Financial Services, Inc.Portland | $150/hr | $700-$5,000 | Not published |
| Retirement Consulting Group, Inc.Lake Oswego | Not published | $750-$1,500 | Not published |
| Silver Oak Advisory GroupPortland | $350/hr | $750 | $6,600/yr |
| Strada Financial Group LLCBoring | $250/hr | $750-$5,000 | Not published |
| Willamette Financial Advisors, LLCPortland | $150-$360/hr | $750-$5,000 | Not published |
| Bautista Planning and Analytics, LLCSandy | $150-$300/hr | $1,000-$10,000 | $100-$833/mo |
| Burnside and Co.Oregon City | $200/hr | $1,000-$2,500 | Not published |
| CLS Financial Advisors, Inc.Portland | $350/hr | $1,000-$10,000 | Not published |
| Encompass Financial PlanningWest Linn | $200/hr | $1,000-$6,000 | Not published |
| Greenbridge Investment Management, LLCLake Oswego | $175/hr | $1,000-$5,000 | Not published |
| Head To Toe Financial PlanningHillsboro | $200/hr | $1,000-$4,000 | Not published |
| Old Growth Financial LLCPortland | $300/hr | $1,000-$4,000 | $2,400-$7,200/yr |
| Summa Global Advisors, LLCClackamas | Not published | $1,000-$20,000 | Not published |
| Tailored Financial PlanningEugene | $300/hr | $1,000-$6,000 | $1,200-$7,200/yr |
| Tandem Financial Planning LLCSpringfield | $250/hr | $1,000-$5,000 | $4,500/yr |
| Von Borstel & AssociatesThe Dalles | Not published | $1,000-$25,000 | Not published |
| Cascara Financial Planning LLCLake Oswego | $275/hr | $1,500 | $5,000-$15,000/yr |
| Handy & Company Financial Advisors, Inc.Lake Oswego | $250/hr | $1,500-$5,000 | Not published |
| Independent Investment AdvisorsHillsboro | Not published | $1,500-$4,500 | Not published |
| Integrity Wealth LLCEugene | Not published | $1,500-$5,000 | Not published |
| MSP Wealth Management, LLCKlamath Falls | $150-$250/hr | $1,500-$5,000 | Not published |
| Sunset Strategic Financial Advisors, LLCBeaverton | $100-$200/hr | $1,500 | Not published |
| Walsh Financial LLCSublimity | $250/hr | $1,500 | $5,000-$10,000/yr |
| Crest Financial, LLCElmiraNo AUM fee | $300-$525/hr | $1,800-$18,000 | $25/mo |
| Blue Water WealthPortland | Not published | $2,000-$20,000 | Not published |
| Difi AdvisorySalem | Not published | $2,000 | $16,000/yr |
| Integrated Retirement StrategiesOregon City | $250/hr | $2,000 | Not published |
| JPS Global Investments, LLCWest Linn | Not published | $2,000-$40,000 | Not published |
| Money BlossomsBeavereton | $350/hr | $2,000-$4,500 | $600-$1,000/mo |
| The Freyr GroupCorvallis | Not published | $2,000-$4,500 | Not published |
| Wagner PlanningLake Oswego | Not published | $2,000-$4,000 | Not published |
| Watershed Wealth Planning LLCPortland | Not published | $2,000-$5,000 | $2,400-$10,000/yr |
| Empowering Finance, LLCPortlandNo AUM fee | $444/hr | $2,222-$8,888 | $648-$2,778/mo |
| Jones & Associates Premier Financial SolutionsJacksonville | $300/hr | $2,500 | Not published |
| Littlejohn Financial Services IncRoseburg | Not published | $2,500 | Not published |
| Mark Sharp RetirementPortland | Not published | $2,500-$9,500 | Up to $7,500/yr |
| Maxwell Financial Group, IncSherwood | $300-$500/hr | $2,500-$25,000 | Not published |
| Nest Financial Planning, LLCHood River | $250/hr | $2,500-$10,000 | $2,400-$12,000/yr |
| Treeline Financial PlanningBend | $350/hr | $2,500-$15,000 | $400-$2,000/mo |
| True North Retirement Advisors, LLCClackamas | Not published | $2,500-$6,000 | Not published |
| Cuthbert Financial GuidancePortlandNo AUM fee | Not published | $2,600-$15,000 | Not published |
| Next Play WealthPortland | $400/hr | $2,750-$20,000 | Not published |
| 2260 WestBend | $450/hr | $3,000 | Not published |
| Guiding Financial, LLCEugene | $200-$250/hr | $3,000-$6,000 | Not published |
| Innovator Wealth Advisor, LLCBeaverton | $190/hr | $3,000-$5,000 | Not published |
| Pinnacle Wealth AdvisorsClackamas | Not published | $3,000-$5,000 | Not published |
| Price Financial Group Wealth Management, Inc.Portland | $250/hr | $3,000-$25,000 | Not published |
| Wellspring Advisors, Inc.Hillsboro | Not published | $3,000-$10,000 | Not published |
| Green Tree Wealth, IncBend | $250-$400/hr | $3,500-$7,500 | $400-$600/mo |
| Cresscila Wealth ManagementBend | $250/hr | $4,000 | $6,000/yr |
| Foster & Wood, Inc.Lake Oswego | Not published | $4,000-$100,000 | Not published |
| Northwest Quadrant Wealth ManagementBend | Not published | $4,000 | Not published |
| Stoneholt WealthLake Oswego | $350/hr | $4,000 | $1,875/qtr |
| Vivifi PlanningBend | $350/hr | $4,800 | Up to $20,000/yr |
| Axia Wealth Management IncBend | $350/hr | $5,000 | $5,000/yr |
| Axiom Wealth Strategies, LLCBend | $150/hr | $5,000 | Not published |
| Harbor Horizon Financial, LLCWilsonville | $350/hr | $5,000 | $300-$1,000/mo |
| MP Townsend FinancialPortland | Not published | $5,000 | Not published |
| Syman-Degler Group, LLCEugene | $350/hr | $5,000 | Not published |
| Thistle WealthCorvallis | $390/hr | $5,850 | Not published |
| TBG InvestingLake Oswego | Not published | $6,000 | $300-$1,200/mo |
| Real Agency Wealth LLCBeaverton | $325/hr | $7,200 | Not published |
| Scott Capital Advisors, LLCPortland | Not published | $7,500 | Not published |
| Xena Financial Planning, LLCPortland | Not published | $10,000 | Not published |
| Roehl & Yi Investment Advisors, LLCEugene | Not published | $25,000 | Not published |
| JGP Wealth Management, LLCBend | $350/hr | $50,000 | Not published |
| Range Financial Group, LLCTigard | Not published | Up to $50,000 | Not published |
| Samara CapitalBeaverton | $500/hr | $50,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (86)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Aerodigm Wealth LLC, Lake Oswego
- Alongside Financial Partners, Bend
- Alpine Road Financial, Bend
- Apm Wealth, Portland
- Aspire Wealth Advisors, LLC, Bend
- Becker Capital Management, Inc., Portland
- Browning Capital Management LLC, Sisters
- Cedar Mountain Advisors, LLC, Lake Oswego
- Clarity Capital Management LLC, Tigard
- Clarity Wealth Development, LLC, Corvallis
- Compass Investment Advisers, LLC, Portland
- Cross Financial Advisors, Portland
- CS Planning Corp, Portland
- Edgewood Wealth Management, Bend
- Eugenio Financial, Tigard
- Fidelis Im, Medford
- Human Investing, Lake Oswego
- Iambic Financial L.L.C, Portland
- JGC Tax & Wealth Management, Salem
- JH Advisors, Salem
- Kingsview Wealth Management, LLC, Grants Pass
- Main Avenue Financial Services, LLC, Beaverton
- Mallery Financial, Eugene
- Modernist Financial, LLC, Portland
- Pacific Capital Works, Inc., Portland
- Panoramic Capital Partners LLC, Lake Oswego
- Pearl Wealth LLC, Portland
- Practice Financial Group, Jacksonville
- Preisz Financial, Portland
- Pyles Financial Planning, LLC, Portland
- Rain Or Shine Planning, LLC, Portland
- Red Sky Financial Planning, LLC, Wilsonville
- Ryan Financial Solutions, LLC, Tualatin
- Seagrass Financial, LLC, Portland
- Serene Point Advisors LLC, Lake Oswego
- Sittner & Nelson, LLC, Eugene
- Skyline Financial Northwest, Portland
- Sunnybranch Wealth LLC, Portland
- T. Mann Financial, Springfield
- Uplevel Wealth, Portland
- Vergepointe Wealth Management, LLC, Lake Oswego
- Whitewater Wealth, Eugene
- Wychick Investment Advisors, Inc., Bend
- Allium Financial Advisors, LLC, Lake Oswego
- Apex Retirement Advisors, LLC, Portland
- Boz & Company LLC, Lake Oswego
- Cascade Financial Strategies, Bend
- Cascadia Investment Consultants, Eugene
- Cutler Investment Group, Jacksonville
- CWC Advisors, LLC, Lake Oswego
- Davidson & Watson Financial, Lake Oswego
- Defined Wealth Management, LLC, Beaverton
- Diamond Peak Wealth Management LLC, Bend
- Elevation Capital Advisory, Bend
- Erlandson Wealth Management, Beaverton
- Etesian Wealth Advisors, Inc., West Linn
- Go Wealth Management, Eugene
- Greeley Wealth Management, Bend
- Hunter Investment Services LLC, Portland
- Insight Financial, Tigard
- Integrated Capital Planning LLC, Bend
- Keudell Morrison Wealth Management, LLC, Salem
- Longstream Capital Management LLC, Portland
- Matisse Capital, Portland
- Meridian Financial Group, Inc., Milwaukie
- Multnomah Group, Inc., Portland
- Northwind Financial LLC, Bend
- NW Advisory, Wilsonville
- Oswego Private Wealth Management, Lake Oswego
- Phillips and Company Advisors LLC, Portland
- Physician Family Financial Advisors Inc, Beaverton
- Pinestar Capital Advisors LLC, Portland
- Purpose First Financial, LLC, Grants Pass
- Rogue Advisors, LLC, Grants Pass
- Rose City Investment Consulting LLC, Lake Oswego
- RX Investment Solutions LLC, Portland
- Scout Asset Management, Beaverton
- Sherwood Wealth Management, Sherwood
- Spectrum Strategic Capital Management, LLC, Corvallis
- Strategic Finance Inc., Clackamas
- Strategy Cap, LLC, Bend
- TPG Financial Advisors, LLC, Portland
- Tru Independence Asset Management, LLC, Portland
- True Private Wealth Advisors, LLC, Salem
- Vessel Wealth Advisors LLC, Portland
- Wealth Advisors NW, Portland