Fee only financial advisors in Portland, Oregon: hourly and flat fee prices
63 registered advisers based in Portland offer financial planning for an hourly, fixed or subscription fee, with no commissions.
48 of the 63 fee only firms based in Portland publish dollar fees. Their median hourly rate is $250 and their median flat or project fee is $5,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $250/hr | $250-$350/hr | 35 firms |
| Flat or project fee | $5,000 | $2,600-$8,800 | 23 firms |
| Annual retainer | $6,400/yr | $3,250-$19,000/yr | 14 firms |
Fee only advisors in Portland and their published fees
48 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Apm Wealth | $250/hr | Not published | $1,299/mo |
| Becker Capital Management, Inc. | $100-$500/hr | Not published | Not published |
| Blue Water Wealth | Not published | $2,000-$20,000 | Not published |
| Blueprint Financial Advisors, LLC | $250/hr | Not published | Not published |
| Burgess Financial Planning | $360/hr | Not published | Not published |
| CLS Financial Advisors, Inc. | $350/hr | $1,000-$10,000 | Not published |
| Compass Investment Advisers, LLC | $250/hr | Not published | Not published |
| Cross Financial Advisors | $200-$500/hr | Not published | Not published |
| CS Planning Corp | $250/hr | Not published | Not published |
| Cuthbert Financial GuidanceNo AUM fee | Not published | $2,600-$15,000 | Not published |
| Dobson Asset Management LLC | $200/hr | Not published | Not published |
| Empowering Finance, LLCNo AUM fee | $444/hr | $2,222-$8,888 | $648-$2,778/mo |
| Fairchild Capital LLC | $250/hr | $1,200-$12,500 | Not published |
| Financial Investment Team ("FIT") | $500/hr | $4,000 | Not published |
| Financial Planning NorthwestNo AUM fee | $250/hr | $500-$20,000 | Not published |
| Horst & Graben Wealth Management, LLC | Not published | $200-$2,000 | Not published |
| Iambic Financial L.L.C | $325/hr | Not published | Not published |
| Inman Financial Services, Inc. | $150/hr | $700-$5,000 | Not published |
| Kawasaki Financial, LLC | $200/hr | $200-$5,000 | Not published |
| Mark Sharp Retirement | Not published | $2,500-$9,500 | Up to $7,500/yr |
| Mengis Capital Management, Inc. | $200-$300/hr | Not published | Not published |
| Modernist Financial, LLC | Not published | Not published | $2,000-$36,000/yr |
| MP Townsend Financial | Not published | $5,000 | Not published |
| Next Play Wealth | $400/hr | $2,750-$20,000 | Not published |
| Old Growth Financial LLC | $300/hr | $1,000-$4,000 | $2,400-$7,200/yr |
| Pacific Capital Works, Inc. | Not published | Not published | $26,000/yr |
| Pathlight Financial Planning LLC | Not published | $485 | $255/mo |
| Pearl Wealth LLC | $350/hr | Not published | Not published |
| Portland Private Wealth Management, Inc. | $125/hr | Not published | Not published |
| Preisz Financial | $250/hr | Not published | $500-$6,000/yr |
| Price Financial Group Wealth Management, Inc. | $250/hr | $3,000-$25,000 | Not published |
| Pyles Financial Planning, LLCNo AUM fee | $75/hr | Not published | Not published |
| Rain Or Shine Planning, LLC | $350/hr | Not published | Not published |
| Rio Financial Planning | $75-$150/hr | Not published | Not published |
| Scott Capital Advisors, LLC | Not published | $7,500 | Not published |
| Seagrass Financial, LLCNo AUM fee | $300/hr | Not published | Up to $6,000/yr |
| Silver Oak Advisory Group | $350/hr | $750 | $6,600/yr |
| Skyline Financial Northwest | $300/hr | Not published | Not published |
| SMB Financial Services, Inc. | $200/hr | Not published | Not published |
| Soaring Investment Management, LLC | $280/hr | Not published | $1,200-$1,800/yr |
| Sunnybranch Wealth LLC | $500/hr | Not published | $10,000-$30,000/yr |
| Sykes Financial Services | $200/hr | Not published | Not published |
| Tenbridge Partners LLC | Not published | $350 | Not published |
| Trihelix Wealth Collective | $150-$350/hr | $600-$7,000 | $600-$900/yr |
| Uplevel Wealth | Not published | Not published | $7,500-$12,500/yr |
| Watershed Wealth Planning LLC | Not published | $2,000-$5,000 | $2,400-$10,000/yr |
| Willamette Financial Advisors, LLC | $150-$360/hr | $750-$5,000 | Not published |
| Xena Financial Planning, LLC | Not published | $10,000 | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (15)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Apex Retirement Advisors, LLC
- Cognitiant Registered Investment Advisors
- Hunter Investment Services LLC
- Longstream Capital Management LLC
- Matisse Capital
- Miller Financial Group, LLC
- Multnomah Group, Inc.
- Phillips and Company Advisors LLC
- Pinestar Capital Advisors LLC
- Ravensview Capital Management, LLC
- RX Investment Solutions LLC
- TPG Financial Advisors, LLC
- Tru Independence Asset Management, LLC
- Vessel Wealth Advisors LLC
- Wealth Advisors NW