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Financial advisors · Oregon

Fee-only financial advisors in Portland, OR

From SEC and state Form ADV filingsUpdated 2026-11-07

58 fee-only investment advisers have offices in Portland, Oregon, according to their Form ADV filings with the SEC and state regulators. 38 offer hourly or flat-fee arrangements, 19 charge only a percentage of the assets they manage, and 45 provide financial planning. 33 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 3 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Paid partly in stock? Portland is home to large offices of Intel, Google. Before you meet an adviser, read our plain-English guides to Intel, Google, and run your numbers in the RSU tax calculator and the vesting schedule calculator. Ask each firm how many clients it advises on RSUs, ESPPs and concentrated stock, and how it charges for that work.

Showing 58 of 58

Cross Financial Advisors

11600 SW Shilo Lane Suite 100, Portland, OR 97225 · (503) 430-0563

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$482M
Individual clients
1,831
Advisory staff
11
Registered with
SEC

Profile · Website · SEC record

Blue Water Wealth

500 SW 116th Avenue, Portland, OR 97225 · (503) 296-8700

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$473M
Individual clients
403
Advisory staff
12
Registered with
SEC

Profile · Website · SEC record

Matisse Capital

15350 SW Sequoia Pkwy Suite 260, Portland, OR 97224 · (503) 210-3000

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.6B
Individual clients
307
Advisory staff
10
Registered with
SEC

Profile · Website · SEC record

Wealth Advisors NW

9400 SW Barnes RD. Suite 309, Portland, OR 97225 · (971) 249-9930

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$354M
Individual clients
299
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Scott Capital Advisors, LLC

707 SW Washington Street Suite 810, Portland, OR 97205 · (503) 487-0860

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.1B
Individual clients
279
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Preisz Financial

4525 SW Condor Ave, Portland, OR 97239 · (503) 224-1600

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$702M
Individual clients
244
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Silver Oak Advisory Group

1130 SW Morrison ST Ste 312, Portland, OR 97205 · (503) 242-1715

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$419M
Individual clients
190
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Multnomah Group, Inc.

1155 SW Morrison Street Suite 501, Portland, OR 97205 · (503) 772-0159

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.7B
Individual clients
129
Advisory staff
16
Registered with
SEC

Profile · Website · SEC record

Skyline Financial Northwest

2121 SW Broadway Suite 100, Portland, OR 97201 · (888) 739-7369

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$148M
Individual clients
119
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Fairchild Capital LLC

5603 SW Hood Ave, Portland, OR 97239 · (503) 828-3796

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$103M
Individual clients
107
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Apm Wealth

1001 SE Water Ave. Suite 300, Portland, OR 97214 · (503) 218-3764

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$47M
Individual clients
79
Advisory staff
2
Registered with
CA, CT, FL +

Profile · Website · SEC record

Ciclo Wealth LLC

Portland, OR (office address not published) · (503) 522-8025

  • Percentage of assets
  • Financial planning
Assets managed
$42M
Individual clients
68
Advisory staff
1
Registered with
OR, WA

Profile · Website · SEC record

Dobson Asset Management LLC

5200 S Macadam Ave. Suite 320, Portland, OR 97239 · (503) 417-3481

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$72M
Individual clients
63
Advisory staff
1
Registered with
OR

Profile · SEC record

Gabriel Capital, LLC

500 SW 116th Avenue 4th Floor, Portland, OR 97225 · (503) 352-9709

  • Percentage of assets
  • Financial planning
Assets managed
$92M
Individual clients
54
Advisory staff
1
Registered with
OR, WA

Profile · Website · SEC record

Modernist Financial, LLC

707 SW Washington Street Suite 910, Portland, OR 97205 · (971) 544-7417

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$113M
Individual clients
48
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Uplevel Wealth

500 SW 116th Ave, Suite 118, Portland, OR 97225 · (503) 308-9067

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$131M
Individual clients
44
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Sunnybranch Wealth LLC

1120 Southeast Madison Street, Portland, OR 97214 · (503) 214-2281

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$31M
Individual clients
27
Advisory staff
2
Registered with
CA, KS, OR +

Profile · Website · SEC record

Pacific Capital Works, Inc.

1155 SW Morrison ST. Suite 200, Portland, OR 97205 · (971) 255-0888

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$53M
Individual clients
22
Advisory staff
1
Registered with
OR

Profile · Website · SEC record

Shared Prosperity Group

5441 S Macadam Ave Ste N, Portland, OR 97239 · (503) 343-9909

  • Percentage of assets
  • Financial planning
Assets managed
$680K
Individual clients
1
Advisory staff
1
Registered with
LA, OR

Profile · Website · SEC record

Marquam Capital

1515 SW 5th Ave., Suite 606, Portland, OR 97201 · (503) 719-4681

  • Percentage of assets
  • Fixed fee
Assets managed
$41M
Individual clients
173
Advisory staff
3
Registered with
AK, OR, WA

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

MKG Financial Group, Inc.

205 SE Spokane Street Suite 300, Portland, OR 97202 · (503) 226-6700

  • Percentage of assets
Assets managed
$16M
Individual clients
65
Advisory staff
2
Registered with
OR, WA

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Portland

Another 93 fee-only firms have offices within 30 miles.

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.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Portland?

Form ADV records how firms charge, not what they charge. Of the 58 firms listed here, 38 offer hourly or flat fees and 58 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Portland advisers selected?

Every registered investment adviser with an office in Portland that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.