{ "path": "/advisors/or/fee-only", "url": "https://advisorcensus.com/advisors/or/fee-only/page/3", "page_type": "state_fee", "title": "Fee-only financial advisors in Oregon", "filters": {}, "scope_total": 196, "faq": [ { "q": "How many financial advisory firms are there in Oregon?", "a": "AdvisorCensus lists 375 investment advisory firms with a principal office in Oregon, from Form ADV filings as of October 2026: 164 SEC-registered, 195 state-registered, and 16 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Oregon?", "a": "196 of the 375 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Oregon offer financial planning?", "a": "277 of the 359 firms in Oregon that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Oregon fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 196 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 196 investment advisory firms with a principal office in Oregon that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Oregon: 196 firms from Form ADV filings as of October 2026.", "total_firms": 196, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 72, "state": 124, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 196 }, { "code": "percentage_of_aum", "count": 184 }, { "code": "hourly", "count": 104 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 108 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 68 }, { "code": "5_to_9", "count": 51 }, { "code": "10_to_19", "count": 53 }, { "code": "20_plus", "count": 24 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 52 }, { "code": "25m_100m", "count": 56 }, { "code": "100m_500m", "count": 56 }, { "code": "500m_1b", "count": 8 }, { "code": "1b_5b", "count": 7 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 13 } ], "firms": [ { "crd_number": 153452, "name": "Martin Capital Partners, LLC", "name_as_filed": "MARTIN CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/martin-capital-partners-llc-eugene-or-153452", "city": "Eugene", "state": "OR", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316506, "name": "McKelvey Wealth Management, LLC", "name_as_filed": "MCKELVEY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mckelvey-wealth-management-llc-tigard-or-316506", "city": "Tigard", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 106327, "name": "MCS Family Wealth Advisors", "name_as_filed": "MCS FAMILY WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/mcs-family-wealth-advisors-bend-or-106327", "city": "Bend", "state": "OR", "years_registered": 36, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 117127, "name": "Mengis Capital Management, Inc.", "name_as_filed": "MENGIS CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mengis-capital-management-inc-portland-or-117127", "city": "Portland", "state": "OR", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 139249, "name": "Miller Financial Group, LLC", "name_as_filed": "MILLER FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/miller-financial-group-llc-portland-or-139249", "city": "Portland", "state": "OR", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 104214, "name": "MKG Financial Group, Inc.", "name_as_filed": "MKG FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/mkg-financial-group-inc-portland-or-104214", "city": "Portland", "state": "OR", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 217511, "name": "Modernist Financial, LLC", "name_as_filed": "MODERNIST FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/modernist-financial-llc-portland-or-217511", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318218, "name": "Money Blossoms", "name_as_filed": "MONEY BLOSSOMS", "url": "https://advisorcensus.com/firm/money-blossoms-318218", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132131, "name": "Multnomah Group, Inc.", "name_as_filed": "MULTNOMAH GROUP, INC.", "url": "https://advisorcensus.com/firm/multnomah-group-inc-portland-or-132131", "city": "Portland", "state": "OR", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289553, "name": "Nagel & Padilla, LLC", "name_as_filed": "NAGEL & PADILLA, LLC", "url": "https://advisorcensus.com/firm/nagel-and-padilla-llc-ashland-or-289553", "city": "Ashland", "state": "OR", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 331048, "name": "Neil a RUE, CFA Investment Advisor", "name_as_filed": "NEIL A RUE, CFA INVESTMENT ADVISOR", "url": "https://advisorcensus.com/firm/neil-a-rue-cfa-investment-advisor-331048", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148417, "name": "North Forty Two & Co.", "name_as_filed": "NORTH FORTY TWO & CO.", "url": "https://advisorcensus.com/firm/north-forty-two-and-co-lake-oswego-or-148417", "city": "Lake Oswego", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107784, "name": "Northside Capital Management LLC", "name_as_filed": "NORTHSIDE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/northside-capital-management-llc-hood-river-or-107784", "city": "Hood River", "state": "OR", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342069, "name": "Northwind Financial LLC", "name_as_filed": "NORTHWIND FINANCIAL LLC", "url": "https://advisorcensus.com/firm/northwind-financial-llc-bend-or-342069", "city": "Bend", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148483, "name": "Optimum Capital Strategies", "name_as_filed": "OPTIMUM CAPITAL STRATEGIES", "url": "https://advisorcensus.com/firm/optimum-capital-strategies-beaverton-or-148483", "city": "Beaverton", "state": "OR", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283958, "name": "Oregon Pacific Wealth Management", "name_as_filed": "OREGON PACIFIC WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/oregon-pacific-wealth-management-medford-or-283958", "city": "Medford", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152250, "name": "Pacific Capital Works, Inc.", "name_as_filed": "PACIFIC CAPITAL WORKS, INC.", "url": "https://advisorcensus.com/firm/pacific-capital-works-inc-portland-or-152250", "city": "Portland", "state": "OR", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137963, "name": "Pacific Coast Investment Advisors, LLC", "name_as_filed": "PACIFIC COAST INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pacific-coast-investment-advisors-llc-west-linn-or-137963", "city": "West Linn", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152154, "name": "Pacific Ridge Capital Partners, LLC", "name_as_filed": "PACIFIC RIDGE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/pacific-ridge-capital-partners-llc-lake-oswego-or-152154", "city": "Lake Oswego", "state": "OR", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142713, "name": "Parish & Company LLC", "name_as_filed": "PARISH & COMPANY LLC", "url": "https://advisorcensus.com/firm/parish-and-company-llc-lake-oswego-or-142713", "city": "Lake Oswego", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327636, "name": "Pathlight Financial Planning LLC", "name_as_filed": "PATHLIGHT FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/pathlight-financial-planning-llc-portland-or-327636", "city": "Portland", "state": "OR", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299508, "name": "Pearl Wealth LLC", "name_as_filed": "PEARL WEALTH LLC", "url": "https://advisorcensus.com/firm/pearl-wealth-llc-portland-or-299508", "city": "Portland", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154381, "name": "Pilot Wealth Management", "name_as_filed": "PILOT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pilot-wealth-management-154381", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323216, "name": "Pinestar Capital Advisors LLC", "name_as_filed": "PINESTAR CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/pinestar-capital-advisors-llc-323216", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322439, "name": "Planful Finance LLC", "name_as_filed": "PLANFUL FINANCE LLC", "url": "https://advisorcensus.com/firm/planful-finance-llc-lake-oswego-or-322439", "city": "Lake Oswego", "state": "OR", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143055, "name": "Ponderosa Investment Group, LLC", "name_as_filed": "PONDEROSA INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/ponderosa-investment-group-llc-portland-or-143055", "city": "Portland", "state": "OR", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343957, "name": "Practice First Investment Advisors LLC", "name_as_filed": "PRACTICE FIRST INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/practice-first-investment-advisors-llc-343957", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107777, "name": "Progressive Investment Management Corporation", "name_as_filed": "PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/progressive-investment-management-corporation-lake-oswego-or-107777", "city": "Lake Oswego", "state": "OR", "years_registered": 38, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334793, "name": "Pyles Financial Planning, LLC", "name_as_filed": "PYLES FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/pyles-financial-planning-llc-334793", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 156004, "name": "Raaf Investment Advisors, LLC", "name_as_filed": "RAAF INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/raaf-investment-advisors-llc-portland-or-156004", "city": "Portland", "state": "OR", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143990, "name": "Radnorwood Capital, LLC", "name_as_filed": "RADNORWOOD CAPITAL, LLC", "url": "https://advisorcensus.com/firm/radnorwood-capital-llc-portland-or-143990", "city": "Portland", "state": "OR", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327703, "name": "Rain Or Shine Planning, LLC", "name_as_filed": "RAIN OR SHINE PLANNING, LLC", "url": "https://advisorcensus.com/firm/rain-or-shine-planning-llc-portland-or-327703", "city": "Portland", "state": "OR", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286242, "name": "Ravensview Capital Management, LLC", "name_as_filed": "RAVENSVIEW CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ravensview-capital-management-llc-portland-or-286242", "city": "Portland", "state": "OR", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337219, "name": "Real Agency Wealth LLC", "name_as_filed": "REAL AGENCY WEALTH LLC", "url": "https://advisorcensus.com/firm/real-agency-wealth-llc-337219", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297597, "name": "Red Sky Financial Planning, LLC", "name_as_filed": "RED SKY FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/red-sky-financial-planning-llc-wilsonville-or-297597", "city": "Wilsonville", "state": "OR", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311184, "name": "Retirement Consulting Group, Inc.", "name_as_filed": "RETIREMENT CONSULTING GROUP, INC.", "url": "https://advisorcensus.com/firm/retirement-consulting-group-inc-lake-oswego-or-311184", "city": "Lake Oswego", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341145, "name": "Retirement Strategy Advisors LLC", "name_as_filed": "RETIREMENT STRATEGY ADVISORS LLC", "url": "https://advisorcensus.com/firm/retirement-strategy-advisors-llc-bend-or-341145", "city": "Bend", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301786, "name": "Rio Financial Planning", "name_as_filed": "RIO FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/rio-financial-planning-301786", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 132105, "name": "Rogue Advisors, LLC", "name_as_filed": "ROGUE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rogue-advisors-llc-grants-pass-or-132105", "city": "Grants Pass", "state": "OR", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333111, "name": "Rogue Russell Investments", "name_as_filed": "ROGUE RUSSELL INVESTMENTS", "url": "https://advisorcensus.com/firm/rogue-russell-investments-333111", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160100, "name": "ROI Financial", "name_as_filed": "ROI FINANCIAL", "url": "https://advisorcensus.com/firm/roi-financial-beaverton-or-160100", "city": "Beaverton", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335302, "name": "Rooted Financial Group, LLC", "name_as_filed": "ROOTED FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/rooted-financial-group-llc-tigard-or-335302", "city": "Tigard", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 281760, "name": "Rose City Investment Consulting LLC", "name_as_filed": "ROSE CITY INVESTMENT CONSULTING LLC", "url": "https://advisorcensus.com/firm/rose-city-investment-consulting-llc-lake-oswego-or-281760", "city": "Lake Oswego", "state": "OR", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 127585, "name": "Rubicon Global Group, Rubicon Global Advisors", "name_as_filed": "RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS", "url": "https://advisorcensus.com/firm/rubicon-global-group-rubicon-global-advisors-portland-or-127585", "city": "Portland", "state": "OR", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167545, "name": "Rutherford Investment Management", "name_as_filed": "RUTHERFORD INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/rutherford-investment-management-portland-or-167545", "city": "Portland", "state": "OR", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128761, "name": "Schultz and Associates Inc.", "name_as_filed": "SCHULTZ AND ASSOCIATES INC.", "url": "https://advisorcensus.com/firm/schultz-and-associates-inc-ashland-or-128761", "city": "Ashland", "state": "OR", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307980, "name": "Scott Capital Advisors, LLC", "name_as_filed": "SCOTT CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/scott-capital-advisors-llc-portland-or-307980", "city": "Portland", "state": "OR", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281256, "name": "Seagrass Financial, LLC", "name_as_filed": "SEAGRASS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/seagrass-financial-llc-281256", "city": null, "state": null, "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309433, "name": "Serene Point Advisors LLC", "name_as_filed": "SERENE POINT ADVISORS LLC", "url": "https://advisorcensus.com/firm/serene-point-advisors-llc-lake-oswego-or-309433", "city": "Lake Oswego", "state": "OR", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338743, "name": "Shared Prosperity Group", 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