{
  "path": "/advisors/or/flat-fee",
  "url": "https://advisorcensus.com/advisors/or/flat-fee/page/3",
  "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": 3,
  "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": 306522,
      "name": "MSP Wealth Management, LLC",
      "name_as_filed": "MSP WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/msp-wealth-management-llc-klamath-falls-or-306522",
      "city": "Klamath Falls",
      "state": "OR",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "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": 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": 108091,
      "name": "Northwest Capital Management Inc.",
      "name_as_filed": "NORTHWEST CAPITAL MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/northwest-capital-management-inc-lake-oswego-or-108091",
      "city": "Lake Oswego",
      "state": "OR",
      "years_registered": 27,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158455,
      "name": "Northwest Quadrant Wealth Management",
      "name_as_filed": "NORTHWEST QUADRANT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/northwest-quadrant-wealth-management-bend-or-158455",
      "city": "Bend",
      "state": "OR",
      "years_registered": 15,
      "raum_band": "500m_1b",
      "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": 309480,
      "name": "NW Advisory",
      "name_as_filed": "NW ADVISORY",
      "url": "https://advisorcensus.com/firm/nw-advisory-309480",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313025,
      "name": "Old Growth Financial LLC",
      "name_as_filed": "OLD GROWTH FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/old-growth-financial-llc-portland-or-313025",
      "city": "Portland",
      "state": "OR",
      "years_registered": 5,
      "raum_band": "not_reported",
      "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": 144377,
      "name": "Orca Investment Management, LLC",
      "name_as_filed": "ORCA INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/orca-investment-management-llc-lake-oswego-or-144377",
      "city": "Lake Oswego",
      "state": "OR",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317174,
      "name": "Oswego Private Wealth Management",
      "name_as_filed": "OSWEGO PRIVATE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/oswego-private-wealth-management-lake-oswego-or-317174",
      "city": "Lake Oswego",
      "state": "OR",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 331349,
      "name": "Panoramic Capital Partners LLC",
      "name_as_filed": "PANORAMIC CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/panoramic-capital-partners-llc-lake-oswego-or-331349",
      "city": "Lake Oswego",
      "state": "OR",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 167214,
      "name": "Phillips and Company Advisors LLC",
      "name_as_filed": "PHILLIPS AND COMPANY ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/phillips-and-company-advisors-llc-portland-or-167214",
      "city": "Portland",
      "state": "OR",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138433,
      "name": "Physician Family Financial Advisors Inc",
      "name_as_filed": "PHYSICIAN FAMILY FINANCIAL ADVISORS INC",
      "url": "https://advisorcensus.com/firm/physician-family-financial-advisors-inc-beaverton-or-138433",
      "city": "Beaverton",
      "state": "OR",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed"
      ],
      "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": 117517,
      "name": "Pinnacle Wealth Advisors",
      "name_as_filed": "PINNACLE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/pinnacle-wealth-advisors-clackamas-or-117517",
      "city": "Clackamas",
      "state": "OR",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "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": 289256,
      "name": "Practice Financial Group",
      "name_as_filed": "PRACTICE FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/practice-financial-group-jacksonville-or-289256",
      "city": "Jacksonville",
      "state": "OR",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144469,
      "name": "Preisz Financial",
      "name_as_filed": "PREISZ FINANCIAL",
      "url": "https://advisorcensus.com/firm/preisz-financial-portland-or-144469",
      "city": "Portland",
      "state": "OR",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323146,
      "name": "Price Financial Group Wealth Management, Inc.",
      "name_as_filed": "PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/price-financial-group-wealth-management-inc-portland-or-323146",
      "city": "Portland",
      "state": "OR",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 316968,
      "name": "Purpose First Financial, LLC",
      "name_as_filed": "PURPOSE FIRST FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/purpose-first-financial-llc-grants-pass-or-316968",
      "city": "Grants Pass",
      "state": "OR",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "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": 110640,
      "name": "Quest Investment Management, LLC",
      "name_as_filed": "QUEST INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/quest-investment-management-llc-lake-oswego-or-110640",
      "city": "Lake Oswego",
      "state": "OR",
      "years_registered": 41,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "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": 290001,
      "name": "Range Financial Group, LLC",
      "name_as_filed": "RANGE FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/range-financial-group-llc-tigard-or-290001",
      "city": "Tigard",
      "state": "OR",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 308301,
      "name": "Reign Wealth Logic",
      "name_as_filed": "REIGN WEALTH LOGIC",
      "url": "https://advisorcensus.com/firm/reign-wealth-logic-eugene-or-308301",
      "city": "Eugene",
      "state": "OR",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "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": 109258,
      "name": "Roehl & YI Investment Advisors, LLC",
      "name_as_filed": "ROEHL & YI INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/roehl-and-yi-investment-advisors-llc-eugene-or-109258",
      "city": "Eugene",
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    {
      "crd_number": 335302,
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      "name_as_filed": "ROOTED FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/rooted-financial-group-llc-tigard-or-335302",
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      "crd_number": 18005,
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      "name_as_filed": "RVK, INC.",
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    {
      "crd_number": 147848,
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      "name_as_filed": "RX INVESTMENT SOLUTIONS LLC",
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    {
      "crd_number": 312269,
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      "name_as_filed": "RYAN FINANCIAL SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/ryan-financial-solutions-llc-tualatin-or-312269",
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    },
    {
      "crd_number": 336178,
      "name": "Samara Capital",
      "name_as_filed": "SAMARA CAPITAL",
      "url": "https://advisorcensus.com/firm/samara-capital-beaverton-or-336178",
      "city": "Beaverton",
      "state": "OR",
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    },
    {
      "crd_number": 159419,
      "name": "Sapient Private Wealth Management, LLC",
      "name_as_filed": "SAPIENT  PRIVATE WEALTH MANAGEMENT,  LLC",
      "url": "https://advisorcensus.com/firm/sapient-private-wealth-management-llc-eugene-or-159419",
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      "state": "OR",
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    },
    {
      "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",
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      "years_registered": 6,
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      ],
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    },
    {
      "crd_number": 316969,
      "name": "Scout Asset Management",
      "name_as_filed": "SCOUT ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/scout-asset-management-beaverton-or-316969",
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    {
      "crd_number": 281256,
      "name": "Seagrass Financial, LLC",
      "name_as_filed": "SEAGRASS FINANCIAL, LLC",
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      "crd_number": 164696,
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      "name_as_filed": "SELLWOOD INVESTMENT PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/sellwood-investment-partners-llc-portland-or-164696",
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      ],
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    {
      "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",
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      "state": "OR",
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  "states": [],
  "metros": [],
  "siblings": {
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    "state": {
      "path": "/advisors/or",
      "label": "Financial advisors in Oregon"
    },
    "fee_pages": [
      {
        "path": "/advisors/or/fee-only",
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        "firm_count": 196
      },
      {
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      },
      {
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        "label": "Flat-fee financial advisors in Bend, OR"
      },
      {
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        "firm_count": 10,
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      },
      {
        "path": "/advisors/or/salem/flat-fee",
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      },
      {
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      {
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        "firm_count": 3,
        "label": "Flat-fee financial advisors in Grants Pass, OR"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
