{ "path": "/advisors/or/fee-only", "url": "https://advisorcensus.com/advisors/or/fee-only/page/4", "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": 4, "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": 152955, "name": "Sherman, Young & Leavitt, LLC", "name_as_filed": "SHERMAN, YOUNG & LEAVITT, LLC", "url": "https://advisorcensus.com/firm/sherman-young-and-leavitt-llc-oregon-city-or-152955", "city": "Oregon City", "state": "OR", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311370, "name": "Sherwood Wealth Management", "name_as_filed": "SHERWOOD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/sherwood-wealth-management-311370", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108298, "name": "Silver Oak Advisory Group", "name_as_filed": "SILVER OAK ADVISORY GROUP", "url": "https://advisorcensus.com/firm/silver-oak-advisory-group-portland-or-108298", "city": "Portland", "state": "OR", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146844, "name": "Skyline Financial Northwest", "name_as_filed": "SKYLINE FINANCIAL NORTHWEST", "url": "https://advisorcensus.com/firm/skyline-financial-northwest-portland-or-146844", "city": "Portland", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313679, "name": "Smithbrook, LLC", "name_as_filed": "SMITHBROOK, LLC", "url": "https://advisorcensus.com/firm/smithbrook-llc-bend-or-313679", "city": "Bend", "state": "OR", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305273, "name": "Soaring Investment Management, LLC", "name_as_filed": "SOARING INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/soaring-investment-management-llc-portland-or-305273", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 107438, "name": "Sound Investment Management Inc", "name_as_filed": "SOUND INVESTMENT MANAGEMENT INC", "url": "https://advisorcensus.com/firm/sound-investment-management-inc-tualatin-or-107438", "city": "Tualatin", "state": "OR", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171336, "name": "Stangier Wealth Management", "name_as_filed": "STANGIER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/stangier-wealth-management-clackamas-or-171336", "city": "Clackamas", "state": "OR", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318026, "name": "Stewardship Investment Services LLC", "name_as_filed": "STEWARDSHIP INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/stewardship-investment-services-llc-318026", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340321, "name": "Stoneholt Wealth", "name_as_filed": "STONEHOLT WEALTH", "url": "https://advisorcensus.com/firm/stoneholt-wealth-340321", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 328828, "name": "Strategic Finance Inc.", "name_as_filed": "STRATEGIC FINANCE INC.", "url": "https://advisorcensus.com/firm/strategic-finance-inc-clackamas-or-328828", "city": "Clackamas", "state": "OR", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148713, "name": "Summa Global Advisors, LLC", "name_as_filed": "SUMMA GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/summa-global-advisors-llc-clackamas-or-148713", "city": "Clackamas", "state": "OR", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146253, "name": "Sundowner Capital Management LLC", "name_as_filed": "SUNDOWNER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sundowner-capital-management-llc-sunriver-or-146253", "city": "Sunriver", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323075, "name": "Sunnybranch Wealth LLC", "name_as_filed": "SUNNYBRANCH WEALTH LLC", "url": "https://advisorcensus.com/firm/sunnybranch-wealth-llc-portland-or-323075", "city": "Portland", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161606, "name": "Sunset Strategic Financial Advisors, LLC", "name_as_filed": "SUNSET STRATEGIC FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sunset-strategic-financial-advisors-llc-161606", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329458, "name": "Swiftwater Capital", "name_as_filed": "SWIFTWATER CAPITAL", "url": "https://advisorcensus.com/firm/swiftwater-capital-lake-oswego-or-329458", "city": "Lake Oswego", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155354, "name": "Sykes Financial Services", "name_as_filed": "SYKES FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/sykes-financial-services-portland-or-155354", "city": "Portland", "state": "OR", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 327852, "name": "Tailored Financial Planning", "name_as_filed": "TAILORED FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/tailored-financial-planning-327852", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334576, "name": "Tandem Financial Planning LLC", "name_as_filed": "TANDEM FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/tandem-financial-planning-llc-334576", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281611, "name": "Tandem Views Investment Services, LLC", "name_as_filed": "TANDEM VIEWS INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/tandem-views-investment-services-llc-lake-oswego-or-281611", "city": "Lake Oswego", "state": "OR", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 137633, "name": "Taurus Capital Advisors, LLC", "name_as_filed": "TAURUS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/taurus-capital-advisors-llc-lake-oswego-or-137633", "city": "Lake Oswego", "state": "OR", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 299960, "name": "Teak Financial LLC", "name_as_filed": "TEAK FINANCIAL LLC", "url": "https://advisorcensus.com/firm/teak-financial-llc-299960", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139707, "name": "Thalassa Capital LLC", "name_as_filed": "THALASSA CAPITAL LLC", "url": "https://advisorcensus.com/firm/thalassa-capital-llc-bend-or-139707", "city": "Bend", "state": "OR", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128055, "name": "The LAM Group, Inc.", "name_as_filed": "THE LAM GROUP, INC.", "url": "https://advisorcensus.com/firm/the-lam-group-inc-lake-oswego-or-128055", "city": "Lake Oswego", "state": "OR", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334724, "name": "Thistle Wealth", "name_as_filed": "THISTLE WEALTH", "url": "https://advisorcensus.com/firm/thistle-wealth-corvallis-or-334724", "city": "Corvallis", "state": "OR", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129050, "name": "Total Assets Management, Inc.", "name_as_filed": "TOTAL ASSETS MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/total-assets-management-inc-portland-or-129050", "city": "Portland", "state": "OR", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307067, "name": "Treeline Financial Planning", "name_as_filed": "TREELINE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/treeline-financial-planning-bend-or-307067", "city": "Bend", "state": "OR", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151626, "name": "Trillium Valley Financial Planning", "name_as_filed": "TRILLIUM VALLEY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/trillium-valley-financial-planning-151626", "city": null, "state": null, "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 312641, "name": "Uplevel Wealth", "name_as_filed": "UPLEVEL WEALTH", "url": "https://advisorcensus.com/firm/uplevel-wealth-portland-or-312641", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329666, "name": "Veridan Wealth", "name_as_filed": "VERIDAN WEALTH", "url": "https://advisorcensus.com/firm/veridan-wealth-west-linn-or-329666", "city": "West Linn", "state": "OR", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285911, "name": "Vintage Asset Management, LLC", "name_as_filed": "VINTAGE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vintage-asset-management-llc-285911", "city": null, "state": null, "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107793, "name": "Vision Capital Management Inc", "name_as_filed": "VISION CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/vision-capital-management-inc-portland-or-107793", "city": "Portland", "state": "OR", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114913, "name": "Vista Capital Partners, Inc.", "name_as_filed": "VISTA CAPITAL PARTNERS, INC.", "url": "https://advisorcensus.com/firm/vista-capital-partners-inc-portland-or-114913", "city": "Portland", "state": "OR", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299713, "name": "Vivifi Planning", "name_as_filed": "VIVIFI PLANNING", "url": "https://advisorcensus.com/firm/vivifi-planning-299713", "city": null, "state": null, "years_registered": 7, "raum_band": 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LEWIS FINANCIAL, LLC.", "url": "https://advisorcensus.com/firm/w-h-lewis-financial-llc-282122", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337759, "name": "Walsh Financial LLC", "name_as_filed": "WALSH FINANCIAL LLC", "url": "https://advisorcensus.com/firm/walsh-financial-llc-337759", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338939, "name": "Washington Park Capital Management, LLC", "name_as_filed": "WASHINGTON PARK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/washington-park-capital-management-llc-portland-or-338939", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285980, "name": 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