# Flat-fee financial advisors in Portland, OR

> 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.

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

## At a glance

- Investment advisory firms: 129
- Registration: SEC-registered investment adviser: 78, State-registered investment adviser: 51
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 67 (52%); Percentage of assets 124 (96%); Hourly charges 90 (70%); Fixed fees 129 (100%); Commissions 3 (2%); Performance-based fees 3 (2%); Other 10 (8%)
- Regulatory assets under management (Item 5.F): Under $25 million 11 (9%); $25 million to $100 million 36 (28%); $100 million to $500 million 47 (36%); $500 million to $1 billion 10 (8%); $1 billion to $5 billion 14 (11%); Over $5 billion 5 (4%); Not reported 6 (5%)
- Years registered: Under 5 years 30 (23%); 5 to 9 years 43 (33%); 10 to 19 years 39 (30%); 20 years or more 17 (13%)

## Firms (page 3 of 3, 101 to 129 of 129, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Stancorp Investment Advisers, Inc.](https://advisorcensus.com/firm/stancorp-investment-advisers-inc-portland-or-110228) ([md](https://advisorcensus.com/firm/stancorp-investment-advisers-inc-portland-or-110228.md)) | 110228 | Portland, OR | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Other |
| [Strada Financial Group LLC](https://advisorcensus.com/firm/strada-financial-group-llc-boring-or-316987) ([md](https://advisorcensus.com/firm/strada-financial-group-llc-boring-or-316987.md)) | 316987 | Boring, OR | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Strategic Finance Inc.](https://advisorcensus.com/firm/strategic-finance-inc-clackamas-or-328828) ([md](https://advisorcensus.com/firm/strategic-finance-inc-clackamas-or-328828.md)) | 328828 | Clackamas, OR | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Summa Global Advisors, LLC](https://advisorcensus.com/firm/summa-global-advisors-llc-clackamas-or-148713) ([md](https://advisorcensus.com/firm/summa-global-advisors-llc-clackamas-or-148713.md)) | 148713 | Clackamas, OR | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee |
| [Sunnybranch Wealth LLC](https://advisorcensus.com/firm/sunnybranch-wealth-llc-portland-or-323075) ([md](https://advisorcensus.com/firm/sunnybranch-wealth-llc-portland-or-323075.md)) | 323075 | Portland, OR | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Swiftwater Capital](https://advisorcensus.com/firm/swiftwater-capital-lake-oswego-or-329458) ([md](https://advisorcensus.com/firm/swiftwater-capital-lake-oswego-or-329458.md)) | 329458 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Tenbridge Partners LLC](https://advisorcensus.com/firm/tenbridge-partners-llc-portland-or-159378) ([md](https://advisorcensus.com/firm/tenbridge-partners-llc-portland-or-159378.md)) | 159378 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [The LAM Group, Inc.](https://advisorcensus.com/firm/the-lam-group-inc-lake-oswego-or-128055) ([md](https://advisorcensus.com/firm/the-lam-group-inc-lake-oswego-or-128055.md)) | 128055 | Lake Oswego, OR | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Fixed fee |
| [Timepiece Financial Planning, Inc.](https://advisorcensus.com/firm/timepiece-financial-planning-inc-battle-ground-wa-158475) ([md](https://advisorcensus.com/firm/timepiece-financial-planning-inc-battle-ground-wa-158475.md)) | 158475 | Battle Ground, WA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [TMG Wealth Advisors, Inc.](https://advisorcensus.com/firm/tmg-wealth-advisors-inc-beaverton-or-155180) ([md](https://advisorcensus.com/firm/tmg-wealth-advisors-inc-beaverton-or-155180.md)) | 155180 | Beaverton, OR | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee, Commissions |
| [TPG Financial Advisors, LLC](https://advisorcensus.com/firm/tpg-financial-advisors-llc-portland-or-141153) ([md](https://advisorcensus.com/firm/tpg-financial-advisors-llc-portland-or-141153.md)) | 141153 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [TRU Independence Asset Management 2, LLC](https://advisorcensus.com/firm/tru-independence-asset-management-2-llc-portland-or-309098) ([md](https://advisorcensus.com/firm/tru-independence-asset-management-2-llc-portland-or-309098.md)) | 309098 | Portland, OR | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [TRU Independence Asset Management, LLC](https://advisorcensus.com/firm/tru-independence-asset-management-llc-portland-or-168256) ([md](https://advisorcensus.com/firm/tru-independence-asset-management-llc-portland-or-168256.md)) | 168256 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee, Other |
| [True North Retirement Advisors, LLC](https://advisorcensus.com/firm/true-north-retirement-advisors-llc-clackamas-or-290885) ([md](https://advisorcensus.com/firm/true-north-retirement-advisors-llc-clackamas-or-290885.md)) | 290885 | Clackamas, OR | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Uplevel Wealth](https://advisorcensus.com/firm/uplevel-wealth-portland-or-312641) ([md](https://advisorcensus.com/firm/uplevel-wealth-portland-or-312641.md)) | 312641 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [UTA LLC](https://advisorcensus.com/firm/uta-llc-vancouver-wa-315427) ([md](https://advisorcensus.com/firm/uta-llc-vancouver-wa-315427.md)) | 315427 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Vergepointe Wealth Management, LLC](https://advisorcensus.com/firm/vergepointe-wealth-management-llc-lake-oswego-or-151425) ([md](https://advisorcensus.com/firm/vergepointe-wealth-management-llc-lake-oswego-or-151425.md)) | 151425 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly, Fixed fee |
| [Veridan Wealth](https://advisorcensus.com/firm/veridan-wealth-west-linn-or-329666) ([md](https://advisorcensus.com/firm/veridan-wealth-west-linn-or-329666.md)) | 329666 | West Linn, OR | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [Vita Planning Group LLC](https://advisorcensus.com/firm/vita-planning-group-llc-camas-wa-312323) ([md](https://advisorcensus.com/firm/vita-planning-group-llc-camas-wa-312323.md)) | 312323 | Camas, WA | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Wagner Planning](https://advisorcensus.com/firm/wagner-planning-lake-oswego-or-318448) ([md](https://advisorcensus.com/firm/wagner-planning-lake-oswego-or-318448.md)) | 318448 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Watershed Wealth Planning LLC](https://advisorcensus.com/firm/watershed-wealth-planning-llc-portland-or-285980) ([md](https://advisorcensus.com/firm/watershed-wealth-planning-llc-portland-or-285980.md)) | 285980 | Portland, OR | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [WBH Financial Services, LLC](https://advisorcensus.com/firm/wbh-financial-services-llc-lake-oswego-or-282071) ([md](https://advisorcensus.com/firm/wbh-financial-services-llc-lake-oswego-or-282071.md)) | 282071 | Lake Oswego, OR | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Wealth Advisors NW](https://advisorcensus.com/firm/wealth-advisors-nw-portland-or-284468) ([md](https://advisorcensus.com/firm/wealth-advisors-nw-portland-or-284468.md)) | 284468 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Wellspring Advisors, Inc.](https://advisorcensus.com/firm/wellspring-advisors-inc-hillsboro-or-147861) ([md](https://advisorcensus.com/firm/wellspring-advisors-inc-hillsboro-or-147861.md)) | 147861 | Hillsboro, OR | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Westface Financial Advisory](https://advisorcensus.com/firm/westface-financial-advisory-vancouver-wa-168959) ([md](https://advisorcensus.com/firm/westface-financial-advisory-vancouver-wa-168959.md)) | 168959 | Vancouver, WA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Wide EYE Capital](https://advisorcensus.com/firm/wide-eye-capital-vancouver-wa-322886) ([md](https://advisorcensus.com/firm/wide-eye-capital-vancouver-wa-322886.md)) | 322886 | Vancouver, WA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Willamette Financial Advisors, LLC](https://advisorcensus.com/firm/willamette-financial-advisors-llc-portland-or-173482) ([md](https://advisorcensus.com/firm/willamette-financial-advisors-llc-portland-or-173482.md)) | 173482 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Xena Financial Planning, LLC](https://advisorcensus.com/firm/xena-financial-planning-llc-portland-or-333436) ([md](https://advisorcensus.com/firm/xena-financial-planning-llc-portland-or-333436.md)) | 333436 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Zuna, LLC](https://advisorcensus.com/firm/zuna-llc-portland-or-306113) ([md](https://advisorcensus.com/firm/zuna-llc-portland-or-306113.md)) | 306113 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/or/portland/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in Portland, OR?**
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.

**How many fee-only financial advisors are in Portland, OR?**
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.

**How many financial advisors in Portland, OR offer financial planning?**
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.

**Are the financial advisors in Portland, OR 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 126 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)
- [Financial advisors in Portland, OR](https://advisorcensus.com/advisors/or/portland) (https://advisorcensus.com/advisors/or/portland.md)
- [Flat-fee financial advisors in Oregon](https://advisorcensus.com/advisors/or/flat-fee) (https://advisorcensus.com/advisors/or/flat-fee.md)
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Cite as: AdvisorCensus. Flat-fee financial advisors in Portland, OR: 129 firms from Form ADV filings as of October 2026.