{ "path": "/advisors/or/flat-fee", "url": "https://advisorcensus.com/advisors/or/flat-fee", "page_type": "state_fee", "title": "Flat-fee financial advisors in Oregon", "filters": {}, "scope_total": 198, "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 198 investment advisory firms with a principal office in Oregon that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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. Flat-fee financial advisors in Oregon: 198 firms from Form ADV filings as of October 2026.", "total_firms": 198, "page": 1, "total_pages": 4, "sort": "name", "registration_types": { "sec": 101, "state": 97, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 108 }, { "code": "percentage_of_aum", "count": 184 }, { "code": "hourly", "count": 142 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 198 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 4 }, { "code": "other", "count": 13 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 62 }, { "code": "5_to_9", "count": 65 }, { "code": "10_to_19", "count": 47 }, { "code": "20_plus", "count": 24 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 35 }, { "code": "25m_100m", "count": 50 }, { "code": "100m_500m", "count": 63 }, { "code": "500m_1b", "count": 13 }, { "code": "1b_5b", "count": 18 }, { "code": "over_5b", "count": 7 }, { "code": "not_reported", "count": 12 } ], "firms": [ { "crd_number": 310460, "name": "2260 West", "name_as_filed": "2260 WEST", "url": "https://advisorcensus.com/firm/2260-west-bend-or-310460", "city": "Bend", "state": "OR", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137602, "name": "Aegis Financial Advisory", "name_as_filed": "AEGIS FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/aegis-financial-advisory-lake-oswego-or-137602", "city": "Lake Oswego", "state": "OR", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282312, "name": "Aerodigm Wealth LLC", "name_as_filed": "AERODIGM WEALTH LLC", "url": "https://advisorcensus.com/firm/aerodigm-wealth-llc-lake-oswego-or-282312", "city": "Lake Oswego", "state": "OR", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154373, "name": "AIM Advisors", "name_as_filed": "AIM ADVISORS", "url": "https://advisorcensus.com/firm/aim-advisors-beaverton-or-154373", "city": "Beaverton", "state": "OR", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147200, "name": "Aldrich Wealth LP", "name_as_filed": "ALDRICH WEALTH LP", "url": "https://advisorcensus.com/firm/aldrich-wealth-lp-lake-oswego-or-147200", "city": "Lake Oswego", "state": "OR", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 288462, "name": "Allium Financial Advisors, LLC", "name_as_filed": "ALLIUM FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/allium-financial-advisors-llc-lake-oswego-or-288462", "city": "Lake Oswego", "state": "OR", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337539, "name": "Alongside Financial Partners", "name_as_filed": "ALONGSIDE FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/alongside-financial-partners-bend-or-337539", "city": "Bend", "state": "OR", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331916, "name": "Apex Retirement Advisors, LLC", "name_as_filed": "APEX RETIREMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/apex-retirement-advisors-llc-331916", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289340, "name": "APM Wealth", "name_as_filed": "APM WEALTH", "url": "https://advisorcensus.com/firm/apm-wealth-portland-or-289340", "city": "Portland", "state": "OR", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288151, "name": "Aspire Wealth Advisors, LLC", "name_as_filed": "ASPIRE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/aspire-wealth-advisors-llc-bend-or-288151", "city": "Bend", "state": "OR", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155890, "name": "Axia Wealth Management Inc", "name_as_filed": "AXIA WEALTH MANAGEMENT INC", "url": "https://advisorcensus.com/firm/axia-wealth-management-inc-bend-or-155890", "city": "Bend", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313124, "name": "Axiom Wealth Strategies, LLC", "name_as_filed": "AXIOM WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/axiom-wealth-strategies-llc-bend-or-313124", "city": "Bend", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301150, "name": "Bautista Planning and Analytics, LLC", "name_as_filed": "BAUTISTA PLANNING AND ANALYTICS, LLC", "url": "https://advisorcensus.com/firm/bautista-planning-and-analytics-llc-301150", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 110489, "name": "Becker Capital Management, Inc.", "name_as_filed": "BECKER CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/becker-capital-management-inc-portland-or-110489", "city": "Portland", "state": "OR", "years_registered": 49, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164432, "name": "Blue Water Wealth", "name_as_filed": "BLUE WATER WEALTH", "url": "https://advisorcensus.com/firm/blue-water-wealth-portland-or-164432", "city": "Portland", "state": "OR", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167851, "name": "BOZ & Company LLC", "name_as_filed": "BOZ & COMPANY LLC", "url": "https://advisorcensus.com/firm/boz-and-company-llc-lake-oswego-or-167851", "city": "Lake Oswego", "state": "OR", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169271, "name": "Browning Capital Management LLC", "name_as_filed": "BROWNING CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/browning-capital-management-llc-sisters-or-169271", "city": "Sisters", "state": "OR", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155293, "name": "Burnside and Co.", "name_as_filed": "BURNSIDE AND CO.", "url": "https://advisorcensus.com/firm/burnside-and-co-oregon-city-or-155293", "city": "Oregon City", "state": "OR", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312005, "name": "Capitol Family Office, Inc.", "name_as_filed": "CAPITOL FAMILY OFFICE, INC.", "url": "https://advisorcensus.com/firm/capitol-family-office-inc-beaverton-or-312005", "city": "Beaverton", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287670, "name": "Capstone Wealth Advisors, LLC", "name_as_filed": "CAPSTONE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/capstone-wealth-advisors-llc-salem-or-287670", "city": "Salem", "state": "OR", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340135, "name": "Capstone Wealth Management Group, Inc.", "name_as_filed": "CAPSTONE WEALTH MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/capstone-wealth-management-group-inc-bend-or-340135", "city": "Bend", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166610, "name": "Cascade Financial Strategies", "name_as_filed": "CASCADE FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/cascade-financial-strategies-bend-or-166610", "city": "Bend", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117294, "name": "Cascade Investment Advisors, Inc.", "name_as_filed": "CASCADE INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cascade-investment-advisors-inc-oregon-city-or-117294", "city": "Oregon City", "state": "OR", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154851, "name": "Cascadia Investment Consultants", "name_as_filed": "CASCADIA INVESTMENT CONSULTANTS", "url": "https://advisorcensus.com/firm/cascadia-investment-consultants-eugene-or-154851", "city": "Eugene", "state": "OR", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339300, "name": "Cascara Financial Planning LLC", "name_as_filed": "CASCARA FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/cascara-financial-planning-llc-339300", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140339, "name": "Cedar Mountain Advisors, LLC", "name_as_filed": "CEDAR MOUNTAIN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cedar-mountain-advisors-llc-lake-oswego-or-140339", "city": "Lake Oswego", "state": "OR", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290179, "name": "Clarity Capital Management LLC", "name_as_filed": "CLARITY CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/clarity-capital-management-llc-tigard-or-290179", "city": "Tigard", "state": "OR", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170816, "name": "Clarity Financial, LLC", "name_as_filed": "CLARITY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/clarity-financial-llc-tigard-or-170816", "city": "Tigard", "state": "OR", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155103, "name": "Clarity Wealth Development, LLC", "name_as_filed": "CLARITY WEALTH DEVELOPMENT, LLC", "url": "https://advisorcensus.com/firm/clarity-wealth-development-llc-corvallis-or-155103", "city": "Corvallis", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 152892, "name": "CLS Financial Advisors, Inc.", "name_as_filed": "CLS FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cls-financial-advisors-inc-portland-or-152892", "city": "Portland", "state": "OR", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323657, "name": "Collective Wealth Planning", "name_as_filed": "COLLECTIVE WEALTH PLANNING", "url": "https://advisorcensus.com/firm/collective-wealth-planning-salem-or-323657", "city": "Salem", "state": "OR", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131933, "name": "Compass Investment Advisers, LLC", "name_as_filed": "COMPASS INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/compass-investment-advisers-llc-portland-or-131933", "city": "Portland", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119181, "name": "Consolidated Financial Management Corp.", "name_as_filed": "CONSOLIDATED FINANCIAL MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/consolidated-financial-management-corp-beaverton-or-119181", "city": "Beaverton", "state": "OR", "years_registered": 41, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332357, "name": "Crest Financial, LLC", "name_as_filed": "CREST FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/crest-financial-llc-332357", "city": null, "state": null, "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 287686, "name": "Cross Financial Advisors", "name_as_filed": "CROSS FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/cross-financial-advisors-portland-or-287686", "city": "Portland", "state": "OR", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149937, "name": "CS Planning Corp", "name_as_filed": "CS PLANNING CORP", "url": "https://advisorcensus.com/firm/cs-planning-corp-portland-or-149937", "city": "Portland", "state": "OR", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130006, "name": "Cuthbert Financial Guidance", "name_as_filed": "CUTHBERT FINANCIAL GUIDANCE", "url": "https://advisorcensus.com/firm/cuthbert-financial-guidance-portland-or-130006", "city": "Portland", "state": "OR", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 128483, "name": "Cutler Investment Group", "name_as_filed": "CUTLER INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/cutler-investment-group-jacksonville-or-128483", "city": "Jacksonville", "state": "OR", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127739, "name": "CWC Advisors, LLC", "name_as_filed": "CWC ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cwc-advisors-llc-lake-oswego-or-127739", "city": "Lake Oswego", "state": "OR", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306686, "name": "Davidson & Watson Financial", "name_as_filed": "DAVIDSON & WATSON FINANCIAL", "url": "https://advisorcensus.com/firm/davidson-and-watson-financial-lake-oswego-or-306686", "city": "Lake Oswego", "state": "OR", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306779, "name": "Defined Wealth Management, LLC", "name_as_filed": "DEFINED WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/defined-wealth-management-llc-beaverton-or-306779", "city": "Beaverton", "state": "OR", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155312, "name": "Deschutes Investment Consulting, LLC", "name_as_filed": "DESCHUTES INVESTMENT CONSULTING, LLC", "url": "https://advisorcensus.com/firm/deschutes-investment-consulting-llc-portland-or-155312", "city": "Portland", "state": "OR", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 342229, "name": "Diamond Peak Wealth Management LLC", "name_as_filed": "DIAMOND PEAK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/diamond-peak-wealth-management-llc-bend-or-342229", "city": "Bend", "state": "OR", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316756, "name": "Difi Advisory", "name_as_filed": "DIFI ADVISORY", "url": "https://advisorcensus.com/firm/difi-advisory-316756", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341116, "name": "Edgewood Wealth Management", "name_as_filed": "EDGEWOOD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/edgewood-wealth-management-341116", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171473, "name": "Elevation Capital Advisory", "name_as_filed": "ELEVATION CAPITAL ADVISORY", "url": "https://advisorcensus.com/firm/elevation-capital-advisory-bend-or-171473", "city": "Bend", "state": "OR", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287472, "name": "Encompass Financial Planning", "name_as_filed": "ENCOMPASS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/encompass-financial-planning-west-linn-or-287472", "city": "West Linn", "state": "OR", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157724, "name": "Erlandson Wealth Management", "name_as_filed": "ERLANDSON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/erlandson-wealth-management-beaverton-or-157724", "city": "Beaverton", "state": "OR", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152127, "name": "Etesian Wealth Advisors, Inc.", "name_as_filed": "ETESIAN WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/etesian-wealth-advisors-inc-west-linn-or-152127", "city": "West Linn", "state": "OR", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", 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