Fee-only financial advisors in Oregon who charge hourly or a flat fee
227 fee-only advisers in Oregon offer financial planning for an hourly, fixed or subscription fee. 165 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In Oregon, the median published hourly rate is $250 (124 firms; middle half $225–$350), and the median flat or project fee is $4,000 (93 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $250/hr | $225–$350/hr | 124 firms |
| Flat or project fee | $4,000 | $2,700–$6,850 | 93 firms |
| Annual retainer | $7,750/yr | $4,200–$16,000/yr | 34 firms |
Fee-only advisors in Oregon and their published fees
165 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 2260 WestBend | $450/hr | $3,000 | Not published |
| 5 Star InvestingMilton-freewater | Not published | Not published | $250/qtr |
| Aegis Financial AdvisoryLake Oswego | $250/hr | $500 | Not published |
| Aerodigm Wealth LLCLake Oswego | $225–$355/hr | Not published | Not published |
| Aim AdvisorsBeaverton | $250/hr | $500–$1,000 | Not published |
| Alongside Financial PartnersBend | Not published | Not published | $15,000/yr |
| Alpine Road FinancialBend | $500/hr | Not published | Not published |
| Apm WealthPortland | $250/hr | Not published | $1,299/mo |
| Aspire Wealth Advisors, LLCBend | $250/hr | Not published | Not published |
| Axia Wealth Management IncBend | $350/hr | $5,000 | $5,000/yr |
| 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 |
| Becker Capital Management, Inc.Portland | $100–$500/hr | Not published | Not published |
| Blue Water WealthPortland | Not published | $2,000–$20,000 | Not published |
| Blueprint Financial Advisors, LLCPortland | $250/hr | Not published | Not published |
| Brightwood Ventures, LLCTigard | $150/hr | Not published | Not published |
| Browning Capital Management LLCSisters | Not published | Not published | $50,000/yr |
| Burgess Financial PlanningPortland | $360/hr | Not published | Not published |
| Burnside and Co.Oregon City | $200/hr | $1,000–$2,500 | Not published |
| Capital Financial PlannersSalem | $250–$350/hr | Not published | Not published |
| Capitol Family Office, Inc.Beaverton | Not published | $250–$30,000 | 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 |
| Cascara Financial Planning LLCLake Oswego | $275/hr | $1,500 | $5,000–$15,000/yr |
| Cedar Mountain Advisors, LLCLake Oswego | $300/hr | Not published | $500/yr |
| Clarity Capital Management LLCTigard | $300/hr | Not published | Not published |
| Clarity Wealth Development, LLCCorvallis | $400/hr | Not published | Not published |
| CLS Financial Advisors, Inc.Portland | $350/hr | $1,000–$10,000 | Not published |
| Collective Wealth PlanningSalem | $400/hr | $300–$15,000 | Not published |
| Compass Investment Advisers, LLCPortland | $250/hr | Not published | Not published |
| Cresscila Wealth ManagementBend | $250/hr | $4,000 | $6,000/yr |
| Crest Financial, LLCElmiraNo AUM fee | $300–$525/hr | $1,800–$18,000 | $25/mo |
| Cross Financial AdvisorsPortland | $200–$500/hr | Not published | Not published |
| Crossroads Wealth PlanningTualatinNo AUM fee | $350/hr | Not published | Not published |
| CS Planning CorpPortland | $250/hr | Not published | Not published |
| Cuthbert Financial GuidancePortlandNo AUM fee | Not published | $2,600–$15,000 | Not published |
| Difi AdvisorySalem | Not published | $2,000 | $16,000/yr |
| DJ FinancialRoseburg | $125/hr | Not published | Not published |
| Dobson Asset Management LLCPortland | $200/hr | Not published | Not published |
| Edgewood Wealth ManagementBend | $400/hr | Not published | $15,000/yr |
| Empowering Finance, LLCPortlandNo AUM fee | $444/hr | $2,222–$8,888 | $648–$2,778/mo |
| Encompass Financial PlanningWest Linn | $200/hr | $1,000–$6,000 | Not published |
| Eugenio FinancialTigard | $345/hr | Not published | Not published |
| Fairchild Capital LLCPortland | $250/hr | $1,200–$12,500 | Not published |
| Fidelis ImMedford | Not published | Not published | $3,000/yr |
| Financial Investment Team ("FIT")Portland | $500/hr | $4,000 | Not published |
| Financial Planning NorthwestPortlandNo AUM fee | $250/hr | $500–$20,000 | Not published |
| Foster & Wood, Inc.Lake Oswego | Not published | $4,000–$100,000 | Not published |
| Goldmark Financial Planners, LLCSalem | $90/hr | Not published | Not published |
| Gratke Wealth, LLCHillsboro | $250/hr | Not published | Not published |
| Gray Wealth Strategies LLCBendNo AUM fee | $400/hr | $500–$15,000 | $6,000–$30,000/yr |
| Green Tree Wealth, IncBend | $250–$400/hr | $3,500–$7,500 | $400–$600/mo |
| Greenbridge Investment Management, LLCLake Oswego | $175/hr | $1,000–$5,000 | Not published |
| Guiding Financial, LLCEugene | $200–$250/hr | $3,000–$6,000 | Not published |
| Handy & Company Financial Advisors, Inc.Lake Oswego | $250/hr | $1,500–$5,000 | Not published |
| Harbor Horizon Financial, LLCWilsonville | $350/hr | $5,000 | $300–$1,000/mo |
| Head To Toe Financial PlanningHillsboro | $200/hr | $1,000–$4,000 | Not published |
| Henderson Asset Management, LLCBend | $250/hr | Not published | Not published |
| Horst & Graben Wealth Management, LLCPortland | Not published | $200–$2,000 | Not published |
| Human InvestingLake Oswego | $300/hr | Not published | Not published |
| Iambic Financial L.L.CPortland | $325/hr | Not published | Not published |
| Independent Investment AdvisorsHillsboro | Not published | $1,500–$4,500 | Not published |
| Inman Financial Services, Inc.Portland | $150/hr | $700–$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 |
| Insight Investment SolutionsEugene | $145/hr | Not published | Not published |
| Integrated Retirement StrategiesOregon City | $250/hr | $2,000 | Not published |
| Integrity Wealth LLCEugene | Not published | $1,500–$5,000 | Not published |
| JGC Tax & Wealth ManagementSalem | $250/hr | Not published | Not published |
| JGP Wealth Management, LLCBend | $350/hr | $50,000 | Not published |
| JH AdvisorsSalem | $75–$2,295/hr | Not published | $95–$695/mo |
| Jones & Associates Premier Financial SolutionsJacksonville | $300/hr | $2,500 | Not published |
| JPS Global Investments, LLCWest Linn | Not published | $2,000–$40,000 | Not published |
| Kawasaki Financial, LLCPortland | $200/hr | $200–$5,000 | Not published |
| Keychain Asset ManagementOregon City | $150–$500/hr | $75–$500 | Not published |
| Kingsview Wealth Management, LLCGrants Pass | Not published | Not published | $500–$12,500/qtr |
| Kleinsmith Resource Management, LLCBend | $250/hr | $500–$10,000 | Not published |
| Littlejohn Financial Services IncRoseburg | Not published | $2,500 | Not published |
| Madrona Wealth Management LLCHappy Valley | $150/hr | $500–$1,500 | Not published |
| Main Avenue Financial Services, LLCBeaverton | $250/hr | Not published | Not published |
| Mallery FinancialEugene | $150/hr | Not published | 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 |
| Mckelvey Wealth Management, LLCTigard | $250/hr | Not published | Not published |
| Mengis Capital Management, Inc.Portland | $200–$300/hr | Not published | Not published |
| Modernist Financial, LLCPortland | Not published | Not published | $2,000–$36,000/yr |
| Money BlossomsBeavereton | $350/hr | $2,000–$4,500 | $600–$1,000/mo |
| MP Townsend FinancialPortland | Not published | $5,000 | Not published |
| MSP Wealth Management, LLCKlamath Falls | $150–$250/hr | $1,500–$5,000 | Not published |
| Mulligan Capital, IncTigard | $249/hr | Not published | Not published |
| Nest Financial Planning, LLCHood River | $250/hr | $2,500–$10,000 | $2,400–$12,000/yr |
| Newbore Wealth Management, Inc.Gladstone | $300/hr | Not published | Not published |
| Next Play WealthPortland | $400/hr | $2,750–$20,000 | Not published |
| Nexus Strategic WealthTualatin | $300/hr | Not published | Not published |
| Northwest Quadrant Wealth ManagementBend | Not published | $4,000 | Not published |
| Old Growth Financial LLCPortland | $300/hr | $1,000–$4,000 | $2,400–$7,200/yr |
| Oregon Pacific Wealth ManagementMedford | $250/hr | Not published | Not published |
| Pacific Capital Works, Inc.Portland | Not published | Not published | $26,000/yr |
| Pacific Coast Investment Advisors, LLCWest Linn | $250/hr | $500–$2,500 | Not published |
| Palladio Consulting LLCPowell Butte | $420/hr | Not published | Not published |
| Panoramic Capital Partners LLCLake Oswego | Not published | Not published | $3,000/mo |
| Pathlight Financial Planning LLCPortland | Not published | $485 | $255/mo |
| Pearl Wealth LLCPortland | $350/hr | Not published | Not published |
| Pinnacle Wealth AdvisorsClackamas | Not published | $3,000–$5,000 | Not published |
| Planful Finance LLCLake Oswego | $300/hr | $500–$10,000 | Not published |
| Portland Private Wealth Management, Inc.Portland | $125/hr | Not published | Not published |
| Practice Financial GroupJacksonville | Not published | Not published | $600–$1,400/mo |
| 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 |
| Pyles Financial Planning, LLCPortlandNo AUM fee | $75/hr | Not published | Not published |
| Rain Or Shine Planning, LLCPortland | $350/hr | Not published | Not published |
| Range Financial Group, LLCTigard | Not published | Up to $50,000 | Not published |
| Real Agency Wealth LLCBeaverton | $325/hr | $7,200 | Not published |
| Red Sky Financial Planning, LLCWilsonville | $300/hr | Not published | $8,000/yr |
| Reign Wealth LogicEugene | Not published | $500–$5,000 | Not published |
| Retirement Consulting Group, Inc.Lake Oswego | Not published | $750–$1,500 | Not published |
| Retirement Planning Specialists, Inc.Ashland | $200–$250/hr | $1,000–$2,500 | Not published |
| Rio Financial PlanningPortland | $75–$150/hr | Not published | Not published |
| Rock Creek Wealth ManagementHillsboro | $300/hr | Not published | Not published |
| Roehl & Yi Investment Advisors, LLCEugene | Not published | $25,000 | Not published |
| Roi FinancialBeaverton | $250/hr | $600–$4,800 | Not published |
| Ryan Financial Solutions, LLCTualatin | $200/hr | Not published | Not published |
| Samara CapitalBeaverton | $500/hr | $50,000 | Not published |
| Scott Capital Advisors, LLCPortland | Not published | $7,500 | 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 |
| Silver Oak Advisory GroupPortland | $350/hr | $750 | $6,600/yr |
| Sittner & Nelson, LLCEugene | Not published | Not published | $15,000–$30,000/yr |
| Skyline Financial NorthwestPortland | $300/hr | Not published | Not published |
| SMB Financial Services, Inc.Portland | $200/hr | Not published | Not published |
| Soaring Investment Management, LLCPortland | $280/hr | Not published | $1,200–$1,800/yr |
| Stoneholt WealthLake Oswego | $350/hr | $4,000 | $1,875/qtr |
| Strada Financial Group LLCBoring | $250/hr | $750–$5,000 | Not published |
| Summa Global Advisors, LLCClackamas | Not published | $1,000–$20,000 | Not published |
| Sunnybranch Wealth LLCPortland | $500/hr | Not published | $10,000–$30,000/yr |
| Sunset Strategic Financial Advisors, LLCBeaverton | $100–$200/hr | $1,500 | Not published |
| Sykes Financial ServicesPortland | $200/hr | Not published | Not published |
| Syman-Degler Group, LLCEugene | $350/hr | $5,000 | Not published |
| T. Mann FinancialSpringfield | $200/hr | Not published | $2,100/yr |
| 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 |
| TBG InvestingLake Oswego | Not published | $6,000 | $300–$1,200/mo |
| Tenbridge Partners LLCPortland | Not published | $350 | Not published |
| The Freyr GroupCorvallis | Not published | $2,000–$4,500 | Not published |
| Thistle WealthCorvallis | $390/hr | $5,850 | Not published |
| Treeline Financial PlanningBend | $350/hr | $2,500–$15,000 | $400–$2,000/mo |
| Trihelix Wealth CollectivePortland | $150–$350/hr | $600–$7,000 | $600–$900/yr |
| Trillium Valley Financial PlanningSherwoodNo AUM fee | $200/hr | Not published | Not published |
| True North Retirement Advisors, LLCClackamas | Not published | $2,500–$6,000 | Not published |
| True Wealth GroupBend | $400/hr | Not published | Not published |
| Uplevel WealthPortland | Not published | Not published | $7,500–$12,500/yr |
| Vergepointe Wealth Management, LLCLake Oswego | $210–$570/hr | Not published | Not published |
| Veridan WealthWest Linn | $500/hr | $500–$25,000 | Not published |
| Viento Financial Group, LLCHood River | $200/hr | Not published | Not published |
| Vivifi PlanningBend | $350/hr | $4,800 | Up to $20,000/yr |
| Von Borstel & AssociatesThe Dalles | Not published | $1,000–$25,000 | Not published |
| Wagner PlanningLake Oswego | Not published | $2,000–$4,000 | Not published |
| Walsh Financial LLCSublimity | $250/hr | $1,500 | $5,000–$10,000/yr |
| Watershed Wealth Planning LLCPortland | Not published | $2,000–$5,000 | $2,400–$10,000/yr |
| WBH Financial Services, LLCLake Oswego | $250/hr | $250–$3,500 | $85–$500/mo |
| Wellspring Advisors, Inc.Hillsboro | Not published | $3,000–$10,000 | Not published |
| Whitewater WealthEugene | $50–$250/hr | Not published | Not published |
| Willamette Financial Advisors, LLCPortland | $150–$360/hr | $750–$5,000 | Not published |
| Wychick Investment Advisors, Inc.Bend | $200/hr | Not published | Not published |
| Xena Financial Planning, LLCPortland | Not published | $10,000 | Not published |
No firms match these filters.
Other registered firms that do not publish dollar fees (62)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- Allium Financial Advisors, LLC, Lake Oswego
- Apex Retirement Advisors, LLC, Portland
- 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
- CWC Advisors, LLC, Lake Oswego
- D. Mattersdorff 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
- Grange Capital, LLC, Beaverton
- Greeley Wealth Management, Bend
- Greig, Kevin P, Eugene
- Hunter Investment Services LLC, Portland
- Insight Financial, Tigard
- Integrated Capital Planning LLC, Bend
- Keudell Morrison Wealth Management, LLC, Salem
- 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
- Phillips and Company Advisors LLC, Portland
- Physician Family Financial Advisors Inc, Beaverton
- Pinestar Capital Advisors LLC, Portland
- Purpose First Financial, LLC, Grants Pass
- Ravensview Capital Management, LLC, Portland
- 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
- Tandem Views Investment Services, LLC, Lake Oswego
- Taurus Capital Advisors, LLC, Lake Oswego
- TPG Financial Advisors, LLC, Portland
- Tru Independence Asset Management, 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
- Wealth Advisors NW, Portland