{ "path": "/advisors/or/portland/flat-fee", "url": "https://advisorcensus.com/advisors/or/portland/flat-fee/page/3", "page_type": "metro_fee", "title": "Flat-fee financial advisors in Portland, OR", "filters": {}, "scope_total": 129, "faq": [ { "q": "How many financial advisory firms are there in Portland, OR?", "a": "AdvisorCensus lists 262 investment advisory firms with a principal office in the Portland metro area, from Form ADV filings as of October 2026: 139 SEC-registered, 109 state-registered, and 14 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 Portland, OR?", "a": "126 of the 262 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 Portland, OR offer financial planning?", "a": "181 of the 248 firms in Portland, OR 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 Portland, OR 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 126 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 129 investment advisory firms with a principal office in the Portland metro area 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": "Portland has 262 investment advisory firms with a principal office in the metro area as of October 2026: 139 SEC-registered, 109 state-registered, and 14 exempt reporting advisers. 126 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 96 report under $100 million in regulatory assets under management. The metro area has 1,010,265 households, 170,302 of them with income of $200,000 or more, or 650 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Flat-fee financial advisors in Portland, OR: 129 firms from Form ADV filings as of October 2026.", "total_firms": 129, "page": 3, "total_pages": 3, "sort": "name", "registration_types": { "sec": 78, "state": 51, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 67 }, { "code": "percentage_of_aum", "count": 124 }, { "code": "hourly", "count": 90 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 129 }, { "code": "commissions", "count": 3 }, { "code": "performance_based", "count": 3 }, { "code": "other", "count": 10 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 30 }, { "code": "5_to_9", "count": 43 }, { "code": "10_to_19", "count": 39 }, { "code": "20_plus", "count": 17 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 11 }, { "code": "25m_100m", "count": 36 }, { "code": "100m_500m", "count": 47 }, { "code": "500m_1b", "count": 10 }, { "code": "1b_5b", "count": 14 }, { "code": "over_5b", "count": 5 }, { "code": "not_reported", "count": 6 } ], "firms": [ { "crd_number": 110228, "name": "Stancorp Investment Advisers, Inc.", "name_as_filed": "STANCORP INVESTMENT ADVISERS, INC.", "url": "https://advisorcensus.com/firm/stancorp-investment-advisers-inc-portland-or-110228", "city": "Portland", "state": "OR", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 316987, "name": "Strada Financial Group LLC", "name_as_filed": "STRADA FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/strada-financial-group-llc-boring-or-316987", "city": "Boring", "state": "OR", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328828, "name": "Strategic Finance Inc.", "name_as_filed": "STRATEGIC FINANCE INC.", "url": "https://advisorcensus.com/firm/strategic-finance-inc-clackamas-or-328828", "city": "Clackamas", "state": "OR", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148713, "name": "Summa Global Advisors, LLC", "name_as_filed": "SUMMA GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/summa-global-advisors-llc-clackamas-or-148713", "city": "Clackamas", "state": "OR", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323075, "name": "Sunnybranch Wealth LLC", "name_as_filed": "SUNNYBRANCH WEALTH LLC", "url": "https://advisorcensus.com/firm/sunnybranch-wealth-llc-portland-or-323075", "city": "Portland", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329458, "name": "Swiftwater Capital", "name_as_filed": "SWIFTWATER CAPITAL", "url": "https://advisorcensus.com/firm/swiftwater-capital-lake-oswego-or-329458", "city": "Lake Oswego", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159378, "name": "Tenbridge Partners LLC", "name_as_filed": "TENBRIDGE PARTNERS LLC", "url": "https://advisorcensus.com/firm/tenbridge-partners-llc-portland-or-159378", "city": "Portland", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128055, "name": "The LAM Group, Inc.", "name_as_filed": "THE LAM GROUP, INC.", "url": "https://advisorcensus.com/firm/the-lam-group-inc-lake-oswego-or-128055", "city": "Lake Oswego", "state": "OR", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158475, "name": "Timepiece Financial Planning, Inc.", "name_as_filed": "TIMEPIECE FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/timepiece-financial-planning-inc-battle-ground-wa-158475", "city": "Battle Ground", "state": "WA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155180, "name": "TMG Wealth Advisors, Inc.", "name_as_filed": "TMG WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/tmg-wealth-advisors-inc-beaverton-or-155180", "city": "Beaverton", "state": "OR", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 141153, "name": "TPG Financial Advisors, LLC", "name_as_filed": "TPG FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/tpg-financial-advisors-llc-portland-or-141153", "city": "Portland", "state": "OR", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309098, "name": "TRU Independence Asset Management 2, LLC", "name_as_filed": "TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC", "url": "https://advisorcensus.com/firm/tru-independence-asset-management-2-llc-portland-or-309098", "city": "Portland", "state": "OR", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168256, "name": "TRU Independence Asset Management, LLC", "name_as_filed": "TRU INDEPENDENCE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/tru-independence-asset-management-llc-portland-or-168256", "city": "Portland", "state": "OR", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 290885, "name": "True North Retirement Advisors, LLC", "name_as_filed": "TRUE NORTH RETIREMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/true-north-retirement-advisors-llc-clackamas-or-290885", "city": "Clackamas", "state": "OR", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312641, "name": "Uplevel Wealth", "name_as_filed": "UPLEVEL WEALTH", "url": "https://advisorcensus.com/firm/uplevel-wealth-portland-or-312641", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315427, "name": "UTA LLC", "name_as_filed": "UTA LLC", "url": "https://advisorcensus.com/firm/uta-llc-vancouver-wa-315427", "city": "Vancouver", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151425, "name": "Vergepointe Wealth Management, LLC", "name_as_filed": "VERGEPOINTE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vergepointe-wealth-management-llc-lake-oswego-or-151425", "city": "Lake Oswego", "state": "OR", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329666, "name": "Veridan Wealth", "name_as_filed": "VERIDAN WEALTH", "url": "https://advisorcensus.com/firm/veridan-wealth-west-linn-or-329666", "city": "West Linn", "state": "OR", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312323, "name": "Vita Planning Group LLC", "name_as_filed": "VITA PLANNING GROUP LLC", "url": "https://advisorcensus.com/firm/vita-planning-group-llc-camas-wa-312323", "city": "Camas", "state": "WA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318448, "name": "Wagner Planning", "name_as_filed": "WAGNER PLANNING", "url": "https://advisorcensus.com/firm/wagner-planning-lake-oswego-or-318448", "city": "Lake Oswego", "state": "OR", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285980, "name": "Watershed Wealth Planning LLC", "name_as_filed": "WATERSHED WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/watershed-wealth-planning-llc-portland-or-285980", "city": "Portland", "state": "OR", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282071, "name": "WBH Financial Services, LLC", "name_as_filed": "WBH FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/wbh-financial-services-llc-lake-oswego-or-282071", "city": "Lake Oswego", "state": "OR", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284468, "name": "Wealth Advisors NW", "name_as_filed": "WEALTH ADVISORS NW", "url": "https://advisorcensus.com/firm/wealth-advisors-nw-portland-or-284468", "city": "Portland", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147861, "name": "Wellspring Advisors, Inc.", "name_as_filed": "WELLSPRING ADVISORS, INC.", "url": "https://advisorcensus.com/firm/wellspring-advisors-inc-hillsboro-or-147861", "city": "Hillsboro", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168959, "name": "Westface Financial Advisory", "name_as_filed": "WESTFACE FINANCIAL ADVISORY", "url": 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"/advisors/or/portland/for-charities", "firm_count": 80, "label": "Financial advisors for charitable organizations in Portland, OR" }, { "path": "/advisors/or/portland/no-account-minimum", "firm_count": 31, "label": "Financial advisors with no account minimum in Portland, OR" } ], "niche_pages": [ { "path": "/advisors/or/portland/retirees", "firm_count": 2, "label": "Financial advisors for retirees in Portland, OR" } ], "state_fee": { "path": "/advisors/or/flat-fee", "label": "Flat-fee financial advisors in Oregon" } }, "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" } }