# Flat-fee financial advisors in Oregon

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/or/flat-fee/page/3

## At a glance

- Investment advisory firms: 198
- Registration: SEC-registered investment adviser: 101, State-registered investment adviser: 97
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 108 (55%); Percentage of assets 184 (93%); Hourly charges 142 (72%); Subscription fees (newsletter or periodical) 3 (2%); Fixed fees 198 (100%); Commissions 5 (3%); Performance-based fees 4 (2%); Other 13 (7%)
- Regulatory assets under management (Item 5.F): Under $25 million 35 (18%); $25 million to $100 million 50 (25%); $100 million to $500 million 63 (32%); $500 million to $1 billion 13 (7%); $1 billion to $5 billion 18 (9%); Over $5 billion 7 (4%); Not reported 12 (6%)
- Years registered: Under 5 years 62 (31%); 5 to 9 years 65 (33%); 10 to 19 years 47 (24%); 20 years or more 24 (12%)

## Firms (page 3 of 4, 101 to 150 of 198, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [MSP Wealth Management, LLC](https://advisorcensus.com/firm/msp-wealth-management-llc-klamath-falls-or-306522) ([md](https://advisorcensus.com/firm/msp-wealth-management-llc-klamath-falls-or-306522.md)) | 306522 | Klamath Falls, OR | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Multnomah Group, Inc.](https://advisorcensus.com/firm/multnomah-group-inc-portland-or-132131) ([md](https://advisorcensus.com/firm/multnomah-group-inc-portland-or-132131.md)) | 132131 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Fixed fee |
| [Northside Capital Management LLC](https://advisorcensus.com/firm/northside-capital-management-llc-hood-river-or-107784) ([md](https://advisorcensus.com/firm/northside-capital-management-llc-hood-river-or-107784.md)) | 107784 | Hood River, OR | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee |
| [Northwest Capital Management Inc.](https://advisorcensus.com/firm/northwest-capital-management-inc-lake-oswego-or-108091) ([md](https://advisorcensus.com/firm/northwest-capital-management-inc-lake-oswego-or-108091.md)) | 108091 | Lake Oswego, OR | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Hourly, Fixed fee |
| [Northwest Quadrant Wealth Management](https://advisorcensus.com/firm/northwest-quadrant-wealth-management-bend-or-158455) ([md](https://advisorcensus.com/firm/northwest-quadrant-wealth-management-bend-or-158455.md)) | 158455 | Bend, OR | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Fixed fee |
| [Northwind Financial LLC](https://advisorcensus.com/firm/northwind-financial-llc-bend-or-342069) ([md](https://advisorcensus.com/firm/northwind-financial-llc-bend-or-342069.md)) | 342069 | Bend, OR | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [NW Advisory](https://advisorcensus.com/firm/nw-advisory-309480) ([md](https://advisorcensus.com/firm/nw-advisory-309480.md)) | 309480 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Old Growth Financial LLC](https://advisorcensus.com/firm/old-growth-financial-llc-portland-or-313025) ([md](https://advisorcensus.com/firm/old-growth-financial-llc-portland-or-313025.md)) | 313025 | Portland, OR | State-registered investment adviser | Not reported | 5 | % of assets, Hourly, Fixed fee |
| [Optimum Capital Strategies](https://advisorcensus.com/firm/optimum-capital-strategies-beaverton-or-148483) ([md](https://advisorcensus.com/firm/optimum-capital-strategies-beaverton-or-148483.md)) | 148483 | Beaverton, OR | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Orca Investment Management, LLC](https://advisorcensus.com/firm/orca-investment-management-llc-lake-oswego-or-144377) ([md](https://advisorcensus.com/firm/orca-investment-management-llc-lake-oswego-or-144377.md)) | 144377 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Fixed fee, Other |
| [Oswego Private Wealth Management](https://advisorcensus.com/firm/oswego-private-wealth-management-lake-oswego-or-317174) ([md](https://advisorcensus.com/firm/oswego-private-wealth-management-lake-oswego-or-317174.md)) | 317174 | Lake Oswego, OR | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Pacific Capital Works, Inc.](https://advisorcensus.com/firm/pacific-capital-works-inc-portland-or-152250) ([md](https://advisorcensus.com/firm/pacific-capital-works-inc-portland-or-152250.md)) | 152250 | Portland, OR | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Pacific Coast Investment Advisors, LLC](https://advisorcensus.com/firm/pacific-coast-investment-advisors-llc-west-linn-or-137963) ([md](https://advisorcensus.com/firm/pacific-coast-investment-advisors-llc-west-linn-or-137963.md)) | 137963 | West Linn, OR | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Panoramic Capital Partners LLC](https://advisorcensus.com/firm/panoramic-capital-partners-llc-lake-oswego-or-331349) ([md](https://advisorcensus.com/firm/panoramic-capital-partners-llc-lake-oswego-or-331349.md)) | 331349 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Pathlight Financial Planning LLC](https://advisorcensus.com/firm/pathlight-financial-planning-llc-portland-or-327636) ([md](https://advisorcensus.com/firm/pathlight-financial-planning-llc-portland-or-327636.md)) | 327636 | Portland, OR | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Pearl Wealth LLC](https://advisorcensus.com/firm/pearl-wealth-llc-portland-or-299508) ([md](https://advisorcensus.com/firm/pearl-wealth-llc-portland-or-299508.md)) | 299508 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Phillips and Company Advisors LLC](https://advisorcensus.com/firm/phillips-and-company-advisors-llc-portland-or-167214) ([md](https://advisorcensus.com/firm/phillips-and-company-advisors-llc-portland-or-167214.md)) | 167214 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee, Performance fee |
| [Physician Family Financial Advisors Inc](https://advisorcensus.com/firm/physician-family-financial-advisors-inc-beaverton-or-138433) ([md](https://advisorcensus.com/firm/physician-family-financial-advisors-inc-beaverton-or-138433.md)) | 138433 | Beaverton, OR | SEC-registered investment adviser | $100 million to $500 million | 6 | Fixed fee |
| [Pinestar Capital Advisors LLC](https://advisorcensus.com/firm/pinestar-capital-advisors-llc-323216) ([md](https://advisorcensus.com/firm/pinestar-capital-advisors-llc-323216.md)) | 323216 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Pinnacle Wealth Advisors](https://advisorcensus.com/firm/pinnacle-wealth-advisors-clackamas-or-117517) ([md](https://advisorcensus.com/firm/pinnacle-wealth-advisors-clackamas-or-117517.md)) | 117517 | Clackamas, OR | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Planful Finance LLC](https://advisorcensus.com/firm/planful-finance-llc-lake-oswego-or-322439) ([md](https://advisorcensus.com/firm/planful-finance-llc-lake-oswego-or-322439.md)) | 322439 | Lake Oswego, OR | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Practice Financial Group](https://advisorcensus.com/firm/practice-financial-group-jacksonville-or-289256) ([md](https://advisorcensus.com/firm/practice-financial-group-jacksonville-or-289256.md)) | 289256 | Jacksonville, OR | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Preisz Financial](https://advisorcensus.com/firm/preisz-financial-portland-or-144469) ([md](https://advisorcensus.com/firm/preisz-financial-portland-or-144469.md)) | 144469 | Portland, OR | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Price Financial Group Wealth Management, Inc.](https://advisorcensus.com/firm/price-financial-group-wealth-management-inc-portland-or-323146) ([md](https://advisorcensus.com/firm/price-financial-group-wealth-management-inc-portland-or-323146.md)) | 323146 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Progressive Investment Management Corporation](https://advisorcensus.com/firm/progressive-investment-management-corporation-lake-oswego-or-107777) ([md](https://advisorcensus.com/firm/progressive-investment-management-corporation-lake-oswego-or-107777.md)) | 107777 | Lake Oswego, OR | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets, Hourly, Fixed fee |
| [Purpose First Financial, LLC](https://advisorcensus.com/firm/purpose-first-financial-llc-grants-pass-or-316968) ([md](https://advisorcensus.com/firm/purpose-first-financial-llc-grants-pass-or-316968.md)) | 316968 | Grants Pass, OR | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Pyles Financial Planning, LLC](https://advisorcensus.com/firm/pyles-financial-planning-llc-334793) ([md](https://advisorcensus.com/firm/pyles-financial-planning-llc-334793.md)) | 334793 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | Hourly, Subscription, Fixed fee |
| [Quest Investment Management, LLC](https://advisorcensus.com/firm/quest-investment-management-llc-lake-oswego-or-110640) ([md](https://advisorcensus.com/firm/quest-investment-management-llc-lake-oswego-or-110640.md)) | 110640 | Lake Oswego, OR | SEC-registered investment adviser | $1 billion to $5 billion | 41 | % of assets, Fixed fee, Performance fee |
| [Rain Or Shine Planning, LLC](https://advisorcensus.com/firm/rain-or-shine-planning-llc-portland-or-327703) ([md](https://advisorcensus.com/firm/rain-or-shine-planning-llc-portland-or-327703.md)) | 327703 | Portland, OR | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Range Financial Group, LLC](https://advisorcensus.com/firm/range-financial-group-llc-tigard-or-290001) ([md](https://advisorcensus.com/firm/range-financial-group-llc-tigard-or-290001.md)) | 290001 | Tigard, OR | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Real Agency Wealth LLC](https://advisorcensus.com/firm/real-agency-wealth-llc-337219) ([md](https://advisorcensus.com/firm/real-agency-wealth-llc-337219.md)) | 337219 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Red Sky Financial Planning, LLC](https://advisorcensus.com/firm/red-sky-financial-planning-llc-wilsonville-or-297597) ([md](https://advisorcensus.com/firm/red-sky-financial-planning-llc-wilsonville-or-297597.md)) | 297597 | Wilsonville, OR | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Reign Wealth Logic](https://advisorcensus.com/firm/reign-wealth-logic-eugene-or-308301) ([md](https://advisorcensus.com/firm/reign-wealth-logic-eugene-or-308301.md)) | 308301 | Eugene, OR | State-registered investment adviser | Not reported | 6 | Fixed fee, Other |
| [Retirement Consulting Group, Inc.](https://advisorcensus.com/firm/retirement-consulting-group-inc-lake-oswego-or-311184) ([md](https://advisorcensus.com/firm/retirement-consulting-group-inc-lake-oswego-or-311184.md)) | 311184 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Retirement Strategy Advisors LLC](https://advisorcensus.com/firm/retirement-strategy-advisors-llc-bend-or-341145) ([md](https://advisorcensus.com/firm/retirement-strategy-advisors-llc-bend-or-341145.md)) | 341145 | Bend, OR | State-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Roehl & YI Investment Advisors, LLC](https://advisorcensus.com/firm/roehl-and-yi-investment-advisors-llc-eugene-or-109258) ([md](https://advisorcensus.com/firm/roehl-and-yi-investment-advisors-llc-eugene-or-109258.md)) | 109258 | Eugene, OR | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee |
| [Rogue Advisors, LLC](https://advisorcensus.com/firm/rogue-advisors-llc-grants-pass-or-132105) ([md](https://advisorcensus.com/firm/rogue-advisors-llc-grants-pass-or-132105.md)) | 132105 | Grants Pass, OR | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [ROI Financial](https://advisorcensus.com/firm/roi-financial-beaverton-or-160100) ([md](https://advisorcensus.com/firm/roi-financial-beaverton-or-160100.md)) | 160100 | Beaverton, OR | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Rooted Financial Group, LLC](https://advisorcensus.com/firm/rooted-financial-group-llc-tigard-or-335302) ([md](https://advisorcensus.com/firm/rooted-financial-group-llc-tigard-or-335302.md)) | 335302 | Tigard, OR | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Rose City Investment Consulting LLC](https://advisorcensus.com/firm/rose-city-investment-consulting-llc-lake-oswego-or-281760) ([md](https://advisorcensus.com/firm/rose-city-investment-consulting-llc-lake-oswego-or-281760.md)) | 281760 | Lake Oswego, OR | State-registered investment adviser | Not reported | 10 | Fixed fee |
| [RVK, Inc.](https://advisorcensus.com/firm/rvk-inc-portland-or-18005) ([md](https://advisorcensus.com/firm/rvk-inc-portland-or-18005.md)) | 18005 | Portland, OR | SEC-registered investment adviser | $500 million to $1 billion | 40 | Hourly, Fixed fee, Other |
| [RX Investment Solutions LLC](https://advisorcensus.com/firm/rx-investment-solutions-llc-147848) ([md](https://advisorcensus.com/firm/rx-investment-solutions-llc-147848.md)) | 147848 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee |
| [Ryan Financial Solutions, LLC](https://advisorcensus.com/firm/ryan-financial-solutions-llc-tualatin-or-312269) ([md](https://advisorcensus.com/firm/ryan-financial-solutions-llc-tualatin-or-312269.md)) | 312269 | Tualatin, OR | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Samara Capital](https://advisorcensus.com/firm/samara-capital-beaverton-or-336178) ([md](https://advisorcensus.com/firm/samara-capital-beaverton-or-336178.md)) | 336178 | Beaverton, OR | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Sapient Private Wealth Management, LLC](https://advisorcensus.com/firm/sapient-private-wealth-management-llc-eugene-or-159419) ([md](https://advisorcensus.com/firm/sapient-private-wealth-management-llc-eugene-or-159419.md)) | 159419 | Eugene, OR | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Fixed fee |
| [Scott Capital Advisors, LLC](https://advisorcensus.com/firm/scott-capital-advisors-llc-portland-or-307980) ([md](https://advisorcensus.com/firm/scott-capital-advisors-llc-portland-or-307980.md)) | 307980 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Scout Asset Management](https://advisorcensus.com/firm/scout-asset-management-beaverton-or-316969) ([md](https://advisorcensus.com/firm/scout-asset-management-beaverton-or-316969.md)) | 316969 | Beaverton, OR | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Seagrass Financial, LLC](https://advisorcensus.com/firm/seagrass-financial-llc-281256) ([md](https://advisorcensus.com/firm/seagrass-financial-llc-281256.md)) | 281256 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 10 | Hourly, Fixed fee |
| [Sellwood Investment Partners LLC](https://advisorcensus.com/firm/sellwood-investment-partners-llc-portland-or-164696) ([md](https://advisorcensus.com/firm/sellwood-investment-partners-llc-portland-or-164696.md)) | 164696 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee, Other |
| [Serene Point Advisors LLC](https://advisorcensus.com/firm/serene-point-advisors-llc-lake-oswego-or-309433) ([md](https://advisorcensus.com/firm/serene-point-advisors-llc-lake-oswego-or-309433.md)) | 309433 | Lake Oswego, OR | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Oregon?**
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.

**How many fee-only financial advisors are in Oregon?**
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.

**How many financial advisors in Oregon offer financial planning?**
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.

**Are the financial advisors in Oregon fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Oregon](https://advisorcensus.com/advisors/or) (https://advisorcensus.com/advisors/or.md)
- [Fee-only financial advisors in Oregon](https://advisorcensus.com/advisors/or/fee-only) (https://advisorcensus.com/advisors/or/fee-only.md)
- [Hourly financial advisors in Oregon](https://advisorcensus.com/advisors/or/hourly) (https://advisorcensus.com/advisors/or/hourly.md)
- [Flat-fee financial advisors in Portland, OR](https://advisorcensus.com/advisors/or/portland/flat-fee) (https://advisorcensus.com/advisors/or/portland/flat-fee.md)
- [Flat-fee financial advisors in Bend, OR](https://advisorcensus.com/advisors/or/bend/flat-fee) (https://advisorcensus.com/advisors/or/bend/flat-fee.md)
- [Flat-fee financial advisors in Eugene, OR](https://advisorcensus.com/advisors/or/eugene/flat-fee) (https://advisorcensus.com/advisors/or/eugene/flat-fee.md)
- [Flat-fee financial advisors in Salem, OR](https://advisorcensus.com/advisors/or/salem/flat-fee) (https://advisorcensus.com/advisors/or/salem/flat-fee.md)
- [Flat-fee financial advisors in Corvallis, OR](https://advisorcensus.com/advisors/or/corvallis/flat-fee) (https://advisorcensus.com/advisors/or/corvallis/flat-fee.md)
- [Flat-fee financial advisors in Medford, OR](https://advisorcensus.com/advisors/or/medford/flat-fee) (https://advisorcensus.com/advisors/or/medford/flat-fee.md)
- [Flat-fee financial advisors in Grants Pass, OR](https://advisorcensus.com/advisors/or/grants-pass/flat-fee) (https://advisorcensus.com/advisors/or/grants-pass/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Oregon: 198 firms from Form ADV filings as of October 2026.