Hourly financial advisors in Oregon and their rates
Hourly advisors only bill for the time they spend on your questions. That works well for a one off review or a single big decision.
The median published hourly rate in Oregon is $250, from 116 firms that filed as hourly financial advisors and list a price. The middle half charge $225-$350 an hour. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $250/hr | $225-$350/hr | 116 firms |
Hourly financial advisors in Oregon and their published fees
116 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| JH AdvisorsSalem | $75-$2,295/hr | Not published | $95-$695/mo |
| Pyles Financial Planning, LLCPortlandNo AUM fee | $75/hr | Not published | Not published |
| Rio Financial PlanningPortland | $75-$150/hr | Not published | Not published |
| Goldmark Financial Planners, LLCSalem | $90/hr | Not published | Not published |
| Capstone Wealth Management Group, Inc.Bend | $95-$295/hr | $500-$7,000 | Not published |
| Becker Capital Management, Inc.Portland | $100-$500/hr | Not published | Not published |
| Capstone Wealth Advisors, LLCSalem | $100-$750/hr | $500-$10,000 | Not published |
| Sunset Strategic Financial Advisors, LLCBeaverton | $100-$200/hr | $1,500 | Not published |
| DJ FinancialRoseburg | $125/hr | Not published | Not published |
| Portland Private Wealth Management, Inc.Portland | $125/hr | Not published | Not published |
| Insight Investment SolutionsEugene | $145/hr | Not published | Not published |
| Axiom Wealth Strategies, LLCBend | $150/hr | $5,000 | Not published |
| Bautista Planning and Analytics, LLCSandy | $150-$300/hr | $1,000-$10,000 | $100-$833/mo |
| Brightwood Ventures, LLCTigard | $150/hr | Not published | Not published |
| Keychain Asset ManagementOregon City | $150-$500/hr | $75-$500 | Not published |
| Madrona Wealth Management LLCHappy Valley | $150/hr | $500-$1,500 | Not published |
| Mallery FinancialEugene | $150/hr | Not published | Not published |
| MSP Wealth Management, LLCKlamath Falls | $150-$250/hr | $1,500-$5,000 | Not published |
| Trihelix Wealth CollectivePortland | $150-$350/hr | $600-$7,000 | $600-$900/yr |
| Willamette Financial Advisors, LLCPortland | $150-$360/hr | $750-$5,000 | Not published |
| Greenbridge Investment Management, LLCLake Oswego | $175/hr | $1,000-$5,000 | Not published |
| Innovator Wealth Advisor, LLCBeaverton | $190/hr | $3,000-$5,000 | Not published |
| Insight Advisors NW, LLCBeaverton | $195/hr | Not published | Not published |
| Cross Financial AdvisorsPortland | $200-$500/hr | Not published | Not published |
| Dobson Asset Management LLCPortland | $200/hr | Not published | Not published |
| Encompass Financial PlanningWest Linn | $200/hr | $1,000-$6,000 | Not published |
| Guiding Financial, LLCEugene | $200-$250/hr | $3,000-$6,000 | Not published |
| Head To Toe Financial PlanningHillsboro | $200/hr | $1,000-$4,000 | Not published |
| Kawasaki Financial, LLCPortland | $200/hr | $200-$5,000 | Not published |
| Mengis Capital Management, Inc.Portland | $200-$300/hr | Not published | Not published |
| Retirement Planning Specialists, Inc.Ashland | $200-$250/hr | $1,000-$2,500 | Not published |
| Ryan Financial Solutions, LLCTualatin | $200/hr | Not published | Not published |
| SMB Financial Services, Inc.Portland | $200/hr | Not published | Not published |
| Sykes Financial ServicesPortland | $200/hr | Not published | Not published |
| T. Mann FinancialSpringfield | $200/hr | Not published | $2,100/yr |
| Trillium Valley Financial PlanningSherwoodNo AUM fee | $200/hr | Not published | Not published |
| Viento Financial Group, LLCHood River | $200/hr | Not published | Not published |
| Wychick Investment Advisors, Inc.Bend | $200/hr | Not published | Not published |
| Vergepointe Wealth Management, LLCLake Oswego | $210-$570/hr | Not published | Not published |
| Aerodigm Wealth LLCLake Oswego | $225-$355/hr | Not published | Not published |
| Mulligan Capital, IncTigard | $249/hr | Not published | Not published |
| Aegis Financial AdvisoryLake Oswego | $250/hr | $500 | Not published |
| Apm WealthPortland | $250/hr | Not published | $1,299/mo |
| Aspire Wealth Advisors, LLCBend | $250/hr | Not published | Not published |
| Blueprint Financial Advisors, LLCPortland | $250/hr | Not published | Not published |
| Capital Financial PlannersSalem | $250-$350/hr | Not published | Not published |
| Compass Investment Advisers, LLCPortland | $250/hr | Not published | Not published |
| Cresscila Wealth ManagementBend | $250/hr | $4,000 | $6,000/yr |
| CS Planning CorpPortland | $250/hr | Not published | Not published |
| Fairchild Capital LLCPortland | $250/hr | $1,200-$12,500 | Not published |
| Financial Planning NorthwestPortlandNo AUM fee | $250/hr | $500-$20,000 | Not published |
| Gratke Wealth, LLCHillsboro | $250/hr | Not published | Not published |
| Green Tree Wealth, IncBend | $250-$400/hr | $3,500-$7,500 | $400-$600/mo |
| Handy & Company Financial Advisors, Inc.Lake Oswego | $250/hr | $1,500-$5,000 | Not published |
| Henderson Asset Management, LLCBend | $250/hr | Not published | Not published |
| Integrated Retirement StrategiesOregon City | $250/hr | $2,000 | Not published |
| JGC Tax & Wealth ManagementSalem | $250/hr | Not published | Not published |
| Kleinsmith Resource Management, LLCBend | $250/hr | $500-$10,000 | Not published |
| Main Avenue Financial Services, LLCBeaverton | $250/hr | Not published | Not published |
| Mckelvey Wealth Management, LLCTigard | $250/hr | Not published | Not published |
| Nest Financial Planning, LLCHood River | $250/hr | $2,500-$10,000 | $2,400-$12,000/yr |
| Oregon Pacific Wealth ManagementMedford | $250/hr | Not published | Not published |
| Pacific Coast Investment Advisors, LLCWest Linn | $250/hr | $500-$2,500 | Not published |
| Preisz FinancialPortland | $250/hr | Not published | $500-$6,000/yr |
| Price Financial Group Wealth Management, Inc.Portland | $250/hr | $3,000-$25,000 | Not published |
| Roi FinancialBeaverton | $250/hr | $600-$4,800 | Not published |
| Tandem Financial Planning LLCSpringfield | $250/hr | $1,000-$5,000 | $4,500/yr |
| Walsh Financial LLCSublimity | $250/hr | $1,500 | $5,000-$10,000/yr |
| WBH Financial Services, LLCLake Oswego | $250/hr | $250-$3,500 | $85-$500/mo |
| Cascara Financial Planning LLCLake Oswego | $275/hr | $1,500 | $5,000-$15,000/yr |
| Soaring Investment Management, LLCPortland | $280/hr | Not published | $1,200-$1,800/yr |
| Cedar Mountain Advisors, LLCLake Oswego | $300/hr | Not published | $500/yr |
| Clarity Capital Management LLCTigard | $300/hr | Not published | Not published |
| Crest Financial, LLCElmiraNo AUM fee | $300-$525/hr | $1,800-$18,000 | $25/mo |
| Human InvestingLake Oswego | $300/hr | Not published | Not published |
| Jones & Associates Premier Financial SolutionsJacksonville | $300/hr | $2,500 | Not published |
| Maxwell Financial Group, IncSherwood | $300-$500/hr | $2,500-$25,000 | Not published |
| Newbore Wealth Management, Inc.Gladstone | $300/hr | Not published | Not published |
| Nexus Strategic WealthTualatin | $300/hr | Not published | Not published |
| Old Growth Financial LLCPortland | $300/hr | $1,000-$4,000 | $2,400-$7,200/yr |
| Planful Finance LLCLake Oswego | $300/hr | $500-$10,000 | Not published |
| Red Sky Financial Planning, LLCWilsonville | $300/hr | Not published | $8,000/yr |
| Rock Creek Wealth ManagementHillsboro | $300/hr | Not published | Not published |
| Seagrass Financial, LLCPortlandNo AUM fee | $300/hr | Not published | Up to $6,000/yr |
| Serene Point Advisors LLCLake Oswego | $300/hr | Not published | Not published |
| Skyline Financial NorthwestPortland | $300/hr | Not published | Not published |
| Iambic Financial L.L.CPortland | $325/hr | Not published | Not published |
| Real Agency Wealth LLCBeaverton | $325/hr | $7,200 | Not published |
| Eugenio FinancialTigard | $345/hr | Not published | Not published |
| Axia Wealth Management IncBend | $350/hr | $5,000 | $5,000/yr |
| CLS Financial Advisors, Inc.Portland | $350/hr | $1,000-$10,000 | Not published |
| Crossroads Wealth PlanningTualatinNo AUM fee | $350/hr | Not published | Not published |
| Harbor Horizon Financial, LLCWilsonville | $350/hr | $5,000 | $300-$1,000/mo |
| JGP Wealth Management, LLCBend | $350/hr | $50,000 | Not published |
| Money BlossomsBeavereton | $350/hr | $2,000-$4,500 | $600-$1,000/mo |
| Pearl Wealth LLCPortland | $350/hr | Not published | Not published |
| Rain Or Shine Planning, LLCPortland | $350/hr | Not published | Not published |
| Silver Oak Advisory GroupPortland | $350/hr | $750 | $6,600/yr |
| Syman-Degler Group, LLCEugene | $350/hr | $5,000 | Not published |
| Vivifi PlanningBend | $350/hr | $4,800 | Up to $20,000/yr |
| Burgess Financial PlanningPortland | $360/hr | Not published | Not published |
| Thistle WealthCorvallis | $390/hr | $5,850 | Not published |
| Clarity Wealth Development, LLCCorvallis | $400/hr | Not published | Not published |
| Collective Wealth PlanningSalem | $400/hr | $300-$15,000 | Not published |
| Edgewood Wealth ManagementBend | $400/hr | Not published | $15,000/yr |
| Gray Wealth Strategies LLCBendNo AUM fee | $400/hr | $500-$15,000 | $6,000-$30,000/yr |
| Next Play WealthPortland | $400/hr | $2,750-$20,000 | Not published |
| True Wealth GroupBend | $400/hr | Not published | Not published |
| Palladio Consulting LLCPowell Butte | $420/hr | Not published | Not published |
| Empowering Finance, LLCPortlandNo AUM fee | $444/hr | $2,222-$8,888 | $648-$2,778/mo |
| 2260 WestBend | $450/hr | $3,000 | Not published |
| Alpine Road FinancialBend | $500/hr | Not published | Not published |
| Financial Investment Team ("FIT")Portland | $500/hr | $4,000 | Not published |
| Samara CapitalBeaverton | $500/hr | $50,000 | Not published |
| Sunnybranch Wealth LLCPortland | $500/hr | Not published | $10,000-$30,000/yr |
| Veridan WealthWest Linn | $500/hr | $500-$25,000 | Not published |
No firms match these filters.
Also filed as hourly financial advisors, without a published price (64)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 5 Star Investing, Milton-freewater
- Browning Capital Management LLC, Sisters
- Difi Advisory, Salem
- Horst & Graben Wealth Management, LLC, Portland
- Independent Investment Advisors, Hillsboro
- JPS Global Investments, LLC, West Linn
- Kingsview Wealth Management, LLC, Grants Pass
- Littlejohn Financial Services Inc, Roseburg
- Mark Sharp Retirement, Portland
- Modernist Financial, LLC, Portland
- Pacific Capital Works, Inc., Portland
- Pinnacle Wealth Advisors, Clackamas
- Roehl & Yi Investment Advisors, LLC, Eugene
- Scott Capital Advisors, LLC, Portland
- Sittner & Nelson, LLC, Eugene
- Tenbridge Partners LLC, Portland
- Von Borstel & Associates, The Dalles
- Wagner Planning, Lake Oswego
- Wellspring Advisors, Inc., Hillsboro
- Allium Financial Advisors, LLC, Lake Oswego
- Ascent Financial Advisors, Porland
- Boz & Company LLC, Lake Oswego
- Bruno Mountain Advisory, LLC, Bend
- Cascade Financial Strategies, Bend
- Cascadia Investment Consultants, Eugene
- Chaim Investment Advisors LLC, Eugene
- Cognitiant Registered Investment Advisors, Portland
- Cutler Investment Group, Jacksonville
- D. Mattersdorff LLC, Lake Oswego
- Diamond Peak Wealth Management LLC, Bend
- Erlandson Wealth Management, Beaverton
- Etesian Wealth Advisors, Inc., West Linn
- Go Wealth Management, Eugene
- Grange Capital, LLC, Beaverton
- Greig, Kevin P, Eugene
- Hunter Investment Services LLC, Portland
- Integrated Capital Planning LLC, Bend
- Living Earth Investments, LLC, Bend
- Longstream Capital Management LLC, Portland
- Matisse Capital, Portland
- Meridian Financial Group, Inc., Milwaukie
- Miller Financial Group, LLC, Portland
- Multnomah Group, Inc., Portland
- Nagel & Padilla, LLC, Ashland
- Nandi Pathefinder & Flourish Financial Group, Eugene
- Northwind Financial LLC, Bend
- NW Advisory, Wilsonville
- Optima Capital LLC, Beaverton
- Oswego Private Wealth Management, Lake Oswego
- Pace Financial Advisors, Hillsboro
- Pinestar Capital Advisors LLC, Portland
- Ravensview Capital Management, LLC, Portland
- Rogue Advisors, LLC, Grants Pass
- Scout Asset Management, Beaverton
- Spectrum Strategic Capital Management, LLC, Corvallis
- Strategy Cap, LLC, Bend
- Tandem Views Investment Services, LLC, Lake Oswego
- Taurus Capital Advisors, LLC, Lake Oswego
- TPG Financial Advisors, LLC, Portland
- True Private Wealth Advisors, LLC, Salem
- TWM Wealth Management Corp, West Linn
- Vantage Wealth Management LLC, Corvallis
- Vessel Wealth Advisors LLC, Portland
- W.h. Lewis Financial, LLC., Eugene