Fee only financial advisors in Lake Oswego, Oregon: hourly and flat fee prices
26 registered advisers based in Lake Oswego offer financial planning for an hourly, fixed or subscription fee, with no commissions.
17 of the 26 fee only firms based in Lake Oswego publish dollar fees. Their median hourly rate is $295 and their median flat or project fee is $3,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $295/hr | $250-$300/hr | 12 firms |
| Flat or project fee | $3,000 | $1,500-$5,250 | 11 firms |
Fee only advisors in Lake Oswego and their published fees
17 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Aegis Financial Advisory | $250/hr | $500 | Not published |
| Aerodigm Wealth LLC | $225-$355/hr | Not published | Not published |
| Cascara Financial Planning LLC | $275/hr | $1,500 | $5,000-$15,000/yr |
| Cedar Mountain Advisors, LLC | $300/hr | Not published | $500/yr |
| Foster & Wood, Inc. | Not published | $4,000-$100,000 | Not published |
| Greenbridge Investment Management, LLC | $175/hr | $1,000-$5,000 | Not published |
| Handy & Company Financial Advisors, Inc. | $250/hr | $1,500-$5,000 | Not published |
| Human Investing | $300/hr | Not published | Not published |
| Panoramic Capital Partners LLC | Not published | Not published | $3,000/mo |
| Planful Finance LLC | $300/hr | $500-$10,000 | Not published |
| Retirement Consulting Group, Inc. | Not published | $750-$1,500 | Not published |
| Serene Point Advisors LLC | $300/hr | Not published | Not published |
| Stoneholt Wealth | $350/hr | $4,000 | $1,875/qtr |
| TBG Investing | Not published | $6,000 | $300-$1,200/mo |
| Vergepointe Wealth Management, LLC | $210-$570/hr | Not published | Not published |
| Wagner Planning | Not published | $2,000-$4,000 | Not published |
| WBH Financial Services, LLC | $250/hr | $250-$3,500 | $85-$500/mo |
No firms match these filters.
Other registered firms that don't publish dollar fees (9)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.