Fee-only financial advisors in Oregon

196 fee-only investment advisers in Oregon serve individuals, across 31 cities. 145 offer hourly or flat-fee arrangements and 110 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.

Cities with three or more fee-only advisers

• Portland 58
• Lake Oswego 34
• Bend 19
• Beaverton 15
• Eugene 12
• Salem 8
• Clackamas 6
• West Linn 4
• Hillsboro 4
• Tigard 4
• Oregon City 3

Fee-only advisers in Oregon serving the most individuals

• Icon Financial Services LLC Portland · 4,178 individual clients
• Cross Financial Advisors Portland · 1,831 individual clients
• Vision Capital Management Inc Portland · 1,755 individual clients
• True Private Wealth Advisors, LLC Salem · 1,576 individual clients
• Horst & Graben Wealth Management, LLC Portland · 1,299 individual clients
• Human Investing Lake Oswego · 1,267 individual clients
• Pace Financial Advisors Hillsboro · 1,240 individual clients
• CGC Financial Services Lake Oswego · 1,140 individual clients
• Phillips and Company Advisors LLC Portland · 1,110 individual clients
• Catalyst Financial NW Corporation Gresham · 1,054 individual clients

Other Oregon cities

How to choose between them

1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.