{ "path": "/advisors/or/portland/lake-oswego", "url": "https://advisorcensus.com/advisors/or/portland/lake-oswego", "page_type": "metro_city", "title": "Financial advisors in Lake Oswego, OR", "filters": {}, "scope_total": 49, "faq": [ { "q": "How many financial advisory firms are there in Lake Oswego, OR?", "a": "AdvisorCensus lists 49 investment advisory firms with a principal office in Lake Oswego, Oregon (part of the Portland metro area), from Form ADV filings as of October 2026: 26 SEC-registered, 20 state-registered, and 3 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 Lake Oswego, OR?", "a": "28 of the 49 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 Lake Oswego, OR offer financial planning?", "a": "34 of the 46 firms in Lake Oswego, 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 Lake Oswego, 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 28 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 49 investment advisory firms with a principal office in Lake Oswego, Oregon (part of the Portland metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Portland metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Lake Oswego, OR: 49 firms from Form ADV filings as of October 2026.", "total_firms": 49, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 26, "state": 20, "exempt": 3 }, "fee_model_mix": [ { "code": "fee-only", "count": 28 }, { "code": "percentage_of_aum", "count": 44 }, { "code": "hourly", "count": 25 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 30 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 4 }, { "code": "other", "count": 4 }, { "code": "not_reported", "count": 3 } ], "years_registered_distribution": [ { "code": "under_5", "count": 10 }, { "code": "5_to_9", "count": 11 }, { "code": "10_to_19", "count": 17 }, { "code": "20_plus", "count": 11 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 2 }, { "code": "25m_100m", "count": 13 }, { "code": "100m_500m", "count": 15 }, { "code": "500m_1b", "count": 6 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 3 }, { "code": "not_reported", "count": 6 } ], "firms": [ { "crd_number": 168417, "name": "801 West Capital Management, LLC", "name_as_filed": "801 WEST CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/801-west-capital-management-llc-lake-oswego-or-168417", "city": "Lake Oswego", "state": "OR", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 137602, "name": "Aegis Financial Advisory", "name_as_filed": "AEGIS FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/aegis-financial-advisory-lake-oswego-or-137602", "city": "Lake Oswego", "state": "OR", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282312, "name": "Aerodigm Wealth LLC", "name_as_filed": "AERODIGM WEALTH LLC", "url": "https://advisorcensus.com/firm/aerodigm-wealth-llc-lake-oswego-or-282312", "city": "Lake Oswego", "state": "OR", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147200, "name": "Aldrich Wealth LP", "name_as_filed": "ALDRICH WEALTH LP", "url": "https://advisorcensus.com/firm/aldrich-wealth-lp-lake-oswego-or-147200", "city": "Lake Oswego", "state": "OR", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 288462, "name": "Allium Financial Advisors, LLC", "name_as_filed": "ALLIUM FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/allium-financial-advisors-llc-lake-oswego-or-288462", "city": "Lake Oswego", "state": "OR", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167851, "name": "BOZ & Company LLC", "name_as_filed": "BOZ & COMPANY LLC", "url": "https://advisorcensus.com/firm/boz-and-company-llc-lake-oswego-or-167851", "city": "Lake Oswego", "state": "OR", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148828, "name": "Bridge City Capital, LLC", "name_as_filed": "BRIDGE CITY CAPITAL, LLC", "url": "https://advisorcensus.com/firm/bridge-city-capital-llc-lake-oswego-or-148828", "city": "Lake Oswego", "state": "OR", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140339, "name": "Cedar Mountain Advisors, LLC", "name_as_filed": "CEDAR MOUNTAIN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cedar-mountain-advisors-llc-lake-oswego-or-140339", "city": "Lake Oswego", "state": "OR", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155446, "name": "CGC Financial Services", "name_as_filed": "CGC FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/cgc-financial-services-lake-oswego-or-155446", "city": "Lake Oswego", "state": "OR", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127739, "name": "CWC Advisors, LLC", "name_as_filed": "CWC ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cwc-advisors-llc-lake-oswego-or-127739", "city": "Lake Oswego", "state": "OR", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134150, "name": "D. Mattersdorff LLC", "name_as_filed": "D. MATTERSDORFF LLC", "url": "https://advisorcensus.com/firm/d-mattersdorff-llc-lake-oswego-or-134150", "city": "Lake Oswego", "state": "OR", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306686, "name": "Davidson & Watson Financial", "name_as_filed": "DAVIDSON & WATSON FINANCIAL", "url": "https://advisorcensus.com/firm/davidson-and-watson-financial-lake-oswego-or-306686", "city": "Lake Oswego", "state": "OR", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 143260, "name": "Eugenio Financial", "name_as_filed": "EUGENIO FINANCIAL", "url": "https://advisorcensus.com/firm/eugenio-financial-lake-oswego-or-143260", "city": "Lake Oswego", "state": "OR", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "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": 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": 133071, "name": "Gradow Capital Management, LLC", "name_as_filed": "GRADOW CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gradow-capital-management-llc-lake-oswego-or-133071", "city": "Lake Oswego", "state": "OR", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "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": 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": 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": 300128, "name": "Ironside Capital LLC", "name_as_filed": "IRONSIDE CAPITAL LLC", "url": "https://advisorcensus.com/firm/ironside-capital-llc-lake-oswego-or-300128", "city": "Lake Oswego", "state": "OR", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105281, "name": "Jensen Investment Management Inc.", "name_as_filed": "JENSEN INVESTMENT MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/jensen-investment-management-inc-lake-oswego-or-105281", "city": "Lake Oswego", "state": "OR", "years_registered": 38, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "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": 315951, "name": "Keturi Investment Management, LLC", "name_as_filed": "KETURI INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/keturi-investment-management-llc-lake-oswego-or-315951", "city": "Lake Oswego", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149116, "name": "Lettin Wealth Management Group, Inc.", "name_as_filed": "LETTIN WEALTH MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/lettin-wealth-management-group-inc-lake-oswego-or-149116", "city": "Lake Oswego", "state": "OR", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 291661, "name": "Lifelong Wealth Management Group, LLC", "name_as_filed": "LIFELONG WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/lifelong-wealth-management-group-llc-lake-oswego-or-291661", "city": "Lake Oswego", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148417, "name": "North Forty Two & Co.", "name_as_filed": "NORTH FORTY TWO & CO.", "url": "https://advisorcensus.com/firm/north-forty-two-and-co-lake-oswego-or-148417", "city": "Lake Oswego", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150703, "name": "Northmarq Fund Management, LLC", "name_as_filed": "NORTHMARQ FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/northmarq-fund-management-llc-lake-oswego-or-150703", "city": "Lake Oswego", "state": "OR", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "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": 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": 152154, "name": "Pacific Ridge Capital Partners, LLC", "name_as_filed": "PACIFIC RIDGE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/pacific-ridge-capital-partners-llc-lake-oswego-or-152154", "city": "Lake Oswego", "state": "OR", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309007, "name": "Palladio Consulting LLC", "name_as_filed": "PALLADIO CONSULTING LLC", "url": "https://advisorcensus.com/firm/palladio-consulting-llc-lake-oswego-or-309007", "city": "Lake Oswego", "state": "OR", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 142713, "name": "Parish & Company LLC", "name_as_filed": "PARISH & COMPANY LLC", "url": "https://advisorcensus.com/firm/parish-and-company-llc-lake-oswego-or-142713", "city": "Lake Oswego", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 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": 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": 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": 281760, "name": "Rose City Investment Consulting LLC", "name_as_filed": "ROSE CITY INVESTMENT CONSULTING LLC", "url": "https://advisorcensus.com/firm/rose-city-investment-consulting-llc-lake-oswego-or-281760", "city": "Lake Oswego", "state": "OR", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "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", "city": "Lake Oswego", "state": "OR", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334208, "name": "Stumptown Capital Management LLC", "name_as_filed": "STUMPTOWN CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stumptown-capital-management-llc-lake-oswego-or-334208", "city": "Lake Oswego", "state": "OR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 281611, "name": "Tandem Views Investment Services, LLC", "name_as_filed": "TANDEM VIEWS INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/tandem-views-investment-services-llc-lake-oswego-or-281611", "city": "Lake Oswego", "state": "OR", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 137633, "name": "Taurus Capital Advisors, LLC", "name_as_filed": "TAURUS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/taurus-capital-advisors-llc-lake-oswego-or-137633", "city": "Lake Oswego", "state": "OR", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 328602, "name": "Uptick Capital Management, LLC", "name_as_filed": "UPTICK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/uptick-capital-management-llc-lake-oswego-or-328602", "city": "Lake Oswego", "state": "OR", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "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": 318448, "name": "Wagner Planning", "name_as_filed": "WAGNER PLANNING", "url": "https://advisorcensus.com/firm/wagner-planning-lake-oswego-or-318448", 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