{ "path": "/advisors/or/flat-fee", "url": "https://advisorcensus.com/advisors/or/flat-fee/page/2", "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": 2, "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": 152410, "name": "Executive Investment Services, LLC", "name_as_filed": "EXECUTIVE INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/executive-investment-services-llc-lake-oswego-or-152410", "city": "Lake Oswego", "state": "OR", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 162985, "name": "Fidelis IM", "name_as_filed": "FIDELIS IM", "url": "https://advisorcensus.com/firm/fidelis-im-medford-or-162985", "city": "Medford", "state": "OR", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324177, "name": "Financial Planning Northwest", "name_as_filed": "FINANCIAL PLANNING NORTHWEST", "url": "https://advisorcensus.com/firm/financial-planning-northwest-324177", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165362, "name": "Foster & Wood, Inc.", "name_as_filed": "FOSTER & WOOD, INC.", "url": "https://advisorcensus.com/firm/foster-and-wood-inc-lake-oswego-or-165362", "city": "Lake Oswego", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310275, "name": "Freedom Family Office, LLC", "name_as_filed": "FREEDOM FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/freedom-family-office-llc-beaverton-or-310275", "city": "Beaverton", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 290254, "name": "Go Wealth Management", "name_as_filed": "GO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/go-wealth-management-eugene-or-290254", "city": "Eugene", "state": "OR", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170384, "name": "Government Portfolio Advisors LLC", "name_as_filed": "GOVERNMENT PORTFOLIO ADVISORS LLC", "url": "https://advisorcensus.com/firm/government-portfolio-advisors-llc-portland-or-170384", "city": "Portland", "state": "OR", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307081, "name": "Greeley Wealth Management", "name_as_filed": "GREELEY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/greeley-wealth-management-bend-or-307081", "city": "Bend", "state": "OR", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 331662, "name": "Green Tree Wealth, Inc", "name_as_filed": "GREEN TREE WEALTH, INC", "url": "https://advisorcensus.com/firm/green-tree-wealth-inc-bend-or-331662", "city": "Bend", "state": "OR", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283473, "name": "Greenbridge Investment Management, LLC", "name_as_filed": "GREENBRIDGE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/greenbridge-investment-management-llc-lake-oswego-or-283473", "city": "Lake Oswego", "state": "OR", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175119, "name": "Guiding Financial, LLC", "name_as_filed": "GUIDING FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/guiding-financial-llc-175119", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154417, "name": "Handy & Company Financial Advisors, Inc.", "name_as_filed": "HANDY & COMPANY FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/handy-and-company-financial-advisors-inc-lake-oswego-or-154417", "city": "Lake Oswego", "state": "OR", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332911, "name": "Harbor Horizon Financial, LLC", "name_as_filed": "HARBOR HORIZON FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/harbor-horizon-financial-llc-wilsonville-or-332911", "city": "Wilsonville", "state": "OR", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297368, "name": "Horst & Graben Wealth Management, LLC", "name_as_filed": "HORST & GRABEN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/horst-and-graben-wealth-management-llc-portland-or-297368", "city": "Portland", "state": "OR", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133017, "name": "Human Investing", "name_as_filed": "HUMAN INVESTING", "url": "https://advisorcensus.com/firm/human-investing-lake-oswego-or-133017", "city": "Lake Oswego", "state": "OR", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333760, "name": "Hunter Investment Services LLC", "name_as_filed": "HUNTER INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/hunter-investment-services-llc-333760", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108983, "name": "Hurley Financial Group, Inc.", "name_as_filed": "HURLEY FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/hurley-financial-group-inc-corvallis-or-108983", "city": "Corvallis", "state": "OR", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 338265, "name": "Iambic Financial L.L.C", "name_as_filed": "IAMBIC FINANCIAL L.L.C", "url": "https://advisorcensus.com/firm/iambic-financial-l-l-c-portland-or-338265", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306816, "name": "Icon Financial Services LLC", "name_as_filed": "ICON FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/icon-financial-services-llc-portland-or-306816", "city": "Portland", "state": "OR", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286170, "name": "Independent Investment Advisors", "name_as_filed": "INDEPENDENT INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/independent-investment-advisors-hillsboro-or-286170", "city": "Hillsboro", "state": "OR", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297414, "name": "Inman Financial Services, Inc.", "name_as_filed": "INMAN FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/inman-financial-services-inc-portland-or-297414", "city": "Portland", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154130, "name": "Innovator Wealth Advisor, LLC", "name_as_filed": "INNOVATOR WEALTH ADVISOR, LLC", "url": "https://advisorcensus.com/firm/innovator-wealth-advisor-llc-beaverton-or-154130", "city": "Beaverton", "state": "OR", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286467, "name": "Insight Financial", "name_as_filed": "INSIGHT FINANCIAL", "url": "https://advisorcensus.com/firm/insight-financial-tigard-or-286467", "city": "Tigard", "state": "OR", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131574, "name": "Integrated Capital Planning LLC", "name_as_filed": "INTEGRATED CAPITAL PLANNING LLC", "url": "https://advisorcensus.com/firm/integrated-capital-planning-llc-bend-or-131574", "city": "Bend", "state": "OR", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330809, "name": "Integrity Wealth LLC", "name_as_filed": "INTEGRITY WEALTH LLC", "url": "https://advisorcensus.com/firm/integrity-wealth-llc-eugene-or-330809", "city": "Eugene", "state": "OR", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323792, "name": "Invera Wealth Advisors LLC", "name_as_filed": "INVERA WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/invera-wealth-advisors-llc-bend-or-323792", "city": "Bend", "state": "OR", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142109, "name": "J.P. Capital Management, Inc.", "name_as_filed": "J.P. CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/j-p-capital-management-inc-eugene-or-142109", "city": "Eugene", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 165770, "name": "JGC Tax & Wealth Management", "name_as_filed": "JGC TAX & WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/jgc-tax-and-wealth-management-salem-or-165770", "city": "Salem", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290694, "name": "JGP Wealth Management, LLC", "name_as_filed": "JGP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jgp-wealth-management-llc-bend-or-290694", "city": "Bend", "state": "OR", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139587, "name": "JH Advisors", "name_as_filed": "JH ADVISORS", "url": "https://advisorcensus.com/firm/jh-advisors-salem-or-139587", "city": "Salem", "state": "OR", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152930, "name": "Jones & Associates Premier Financial Solutions", "name_as_filed": "JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/jones-and-associates-premier-financial-solutions-jacksonville-or-152930", "city": "Jacksonville", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 142974, "name": "JPS Global Investments, LLC", "name_as_filed": "JPS GLOBAL INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/jps-global-investments-llc-lake-oswego-or-142974", "city": "Lake Oswego", "state": "OR", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292600, "name": "Keudell Morrison Wealth Management, LLC", "name_as_filed": "KEUDELL MORRISON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/keudell-morrison-wealth-management-llc-salem-or-292600", "city": "Salem", "state": "OR", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337629, "name": "Keychain Asset Management", "name_as_filed": "KEYCHAIN ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/keychain-asset-management-337629", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148107, "name": "Kingsview Wealth Management, LLC", "name_as_filed": "KINGSVIEW WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kingsview-wealth-management-llc-grants-pass-or-148107", "city": "Grants Pass", "state": "OR", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164545, "name": "Kleinsmith Resource Management, LLC", "name_as_filed": "KLEINSMITH RESOURCE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kleinsmith-resource-management-llc-164545", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155113, "name": "Littlejohn Financial Services Inc", "name_as_filed": "LITTLEJOHN FINANCIAL SERVICES INC", "url": "https://advisorcensus.com/firm/littlejohn-financial-services-inc-roseburg-or-155113", "city": "Roseburg", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287650, "name": "Longstream Capital Management LLC", "name_as_filed": "LONGSTREAM CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/longstream-capital-management-llc-287650", "city": null, "state": null, "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 43285, "name": "M Holdings Securities, Inc.", "name_as_filed": "M HOLDINGS SECURITIES, INC.", "url": "https://advisorcensus.com/firm/m-holdings-securities-inc-portland-or-43285", "city": "Portland", "state": "OR", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171261, "name": "Madrona Wealth Management LLC", "name_as_filed": "MADRONA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/madrona-wealth-management-llc-clackamas-or-171261", "city": "Clackamas", "state": "OR", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151580, "name": "Main Avenue Financial Services, LLC", "name_as_filed": "MAIN AVENUE FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/main-avenue-financial-services-llc-beaverton-or-151580", "city": "Beaverton", "state": "OR", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310425, "name": "Mallery Financial", "name_as_filed": "MALLERY FINANCIAL", "url": "https://advisorcensus.com/firm/mallery-financial-310425", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285773, "name": "Mark Sharp Retirement", "name_as_filed": "MARK SHARP RETIREMENT", "url": "https://advisorcensus.com/firm/mark-sharp-retirement-285773", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147782, "name": "Marquam Capital", "name_as_filed": "MARQUAM CAPITAL", "url": "https://advisorcensus.com/firm/marquam-capital-portland-or-147782", "city": "Portland", "state": "OR", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155424, "name": "Matisse Capital", "name_as_filed": "MATISSE CAPITAL", "url": "https://advisorcensus.com/firm/matisse-capital-portland-or-155424", "city": "Portland", "state": "OR", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167863, "name": "Maxwell Financial Group, Inc", "name_as_filed": "MAXWELL FINANCIAL GROUP, INC", "url": "https://advisorcensus.com/firm/maxwell-financial-group-inc-sherwood-or-167863", "city": "Sherwood", "state": "OR", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 155067, "name": "Meridian Financial Group, Inc.", "name_as_filed": "MERIDIAN FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/meridian-financial-group-inc-milwaukie-or-155067", "city": "Milwaukie", "state": "OR", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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", 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