# Financial advisors with no account minimum in Portland, OR

> AdvisorCensus lists 31 investment advisory firms with a principal office in the Portland metro area whose Form ADV Part 2A brochure states that the firm has no account minimum, a sentence checked word for word in the brochure, from filings as of October 2026. Firms are listed alphabetically; each firm's page quotes the brochure.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/or/portland/no-account-minimum

## At a glance

- Investment advisory firms: 31
- Registration: SEC-registered investment adviser: 31
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 12 (39%); Percentage of assets 31 (100%); Hourly charges 15 (48%); Fixed fees 21 (68%); Performance-based fees 1 (3%); Other 2 (6%)
- Regulatory assets under management (Item 5.F): Under $25 million 1 (3%); $25 million to $100 million 2 (6%); $100 million to $500 million 24 (77%); $500 million to $1 billion 2 (6%); $1 billion to $5 billion 2 (6%)
- Years registered: Under 5 years 9 (29%); 5 to 9 years 15 (48%); 10 to 19 years 4 (13%); 20 years or more 3 (10%)

## Firms (page 1 of 1, 1 to 31 of 31, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Barker Wealth Management, LLC](https://advisorcensus.com/firm/barker-wealth-management-llc-camas-wa-226768) ([md](https://advisorcensus.com/firm/barker-wealth-management-llc-camas-wa-226768.md)) | 226768 | Camas, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Capitol Family Office, Inc.](https://advisorcensus.com/firm/capitol-family-office-inc-beaverton-or-312005) ([md](https://advisorcensus.com/firm/capitol-family-office-inc-beaverton-or-312005.md)) | 312005 | Beaverton, OR | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Cascade Investment Advisors, Inc.](https://advisorcensus.com/firm/cascade-investment-advisors-inc-oregon-city-or-117294) ([md](https://advisorcensus.com/firm/cascade-investment-advisors-inc-oregon-city-or-117294.md)) | 117294 | Oregon City, OR | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Fixed fee |
| [Catalyst Financial NW Corporation](https://advisorcensus.com/firm/catalyst-financial-nw-corporation-gresham-or-168534) ([md](https://advisorcensus.com/firm/catalyst-financial-nw-corporation-gresham-or-168534.md)) | 168534 | Gresham, OR | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [CWC Advisors, LLC](https://advisorcensus.com/firm/cwc-advisors-llc-lake-oswego-or-127739) ([md](https://advisorcensus.com/firm/cwc-advisors-llc-lake-oswego-or-127739.md)) | 127739 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Fixed fee |
| [Defined Wealth Management, LLC](https://advisorcensus.com/firm/defined-wealth-management-llc-beaverton-or-306779) ([md](https://advisorcensus.com/firm/defined-wealth-management-llc-beaverton-or-306779.md)) | 306779 | Beaverton, OR | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Encompass Wealth Advisors, LLC](https://advisorcensus.com/firm/encompass-wealth-advisors-llc-portland-or-170807) ([md](https://advisorcensus.com/firm/encompass-wealth-advisors-llc-portland-or-170807.md)) | 170807 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [Etesian Wealth Advisors, Inc.](https://advisorcensus.com/firm/etesian-wealth-advisors-inc-west-linn-or-152127) ([md](https://advisorcensus.com/firm/etesian-wealth-advisors-inc-west-linn-or-152127.md)) | 152127 | West Linn, OR | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Fairchild Capital LLC](https://advisorcensus.com/firm/fairchild-capital-llc-portland-or-298428) ([md](https://advisorcensus.com/firm/fairchild-capital-llc-portland-or-298428.md)) | 298428 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Helium Advisors LLC](https://advisorcensus.com/firm/helium-advisors-llc-vancouver-wa-282356) ([md](https://advisorcensus.com/firm/helium-advisors-llc-vancouver-wa-282356.md)) | 282356 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Interchange Advisers LLC](https://advisorcensus.com/firm/interchange-advisers-llc-vancouver-wa-338973) ([md](https://advisorcensus.com/firm/interchange-advisers-llc-vancouver-wa-338973.md)) | 338973 | Vancouver, WA | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [NBC Capital Advisors](https://advisorcensus.com/firm/nbc-capital-advisors-beaverton-or-306483) ([md](https://advisorcensus.com/firm/nbc-capital-advisors-beaverton-or-306483.md)) | 306483 | Beaverton, OR | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets |
| [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 |
| [Pace Financial Advisors](https://advisorcensus.com/firm/pace-financial-advisors-hillsboro-or-318359) ([md](https://advisorcensus.com/firm/pace-financial-advisors-hillsboro-or-318359.md)) | 318359 | Hillsboro, OR | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [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 |
| [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 |
| [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 |
| [Rock Creek Wealth Management](https://advisorcensus.com/firm/rock-creek-wealth-management-hillsboro-or-336666) ([md](https://advisorcensus.com/firm/rock-creek-wealth-management-hillsboro-or-336666.md)) | 336666 | Hillsboro, OR | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [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 |
| [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 |
| [SMB Financial Services, Inc.](https://advisorcensus.com/firm/smb-financial-services-inc-portland-or-154216) ([md](https://advisorcensus.com/firm/smb-financial-services-inc-portland-or-154216.md)) | 154216 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly |
| [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 |
| [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 |
| [Synergy Asset Management, LLC](https://advisorcensus.com/firm/synergy-asset-management-llc-vancouver-wa-117201) ([md](https://advisorcensus.com/firm/synergy-asset-management-llc-vancouver-wa-117201.md)) | 117201 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Performance 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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |

## Questions people ask

**Which financial advisors in Portland, OR have no account minimum?**
31 investment advisory firms with a principal office in the Portland metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states one.

**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)
- [Fee-only financial advisors in Portland, OR](https://advisorcensus.com/advisors/or/portland/fee-only) (https://advisorcensus.com/advisors/or/portland/fee-only.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)
- [Hourly financial advisors in Portland, OR](https://advisorcensus.com/advisors/or/portland/hourly) (https://advisorcensus.com/advisors/or/portland/hourly.md)
- [Financial advisors for retirees in Portland, OR](https://advisorcensus.com/advisors/or/portland/retirees) (https://advisorcensus.com/advisors/or/portland/retirees.md)
- [Financial advisors in Lake Oswego, OR](https://advisorcensus.com/advisors/or/portland/lake-oswego) (https://advisorcensus.com/advisors/or/portland/lake-oswego.md)
- [Financial advisors in Vancouver, WA](https://advisorcensus.com/advisors/or/portland/vancouver) (https://advisorcensus.com/advisors/or/portland/vancouver.md)
- [Financial advisors in Beaverton, OR](https://advisorcensus.com/advisors/or/portland/beaverton) (https://advisorcensus.com/advisors/or/portland/beaverton.md)
- [Financial advisors in Bend](https://advisorcensus.com/advisors/or/bend) (https://advisorcensus.com/advisors/or/bend.md)
- [Financial advisors in Eugene](https://advisorcensus.com/advisors/or/eugene) (https://advisorcensus.com/advisors/or/eugene.md)
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- [Financial advisors in Grants Pass](https://advisorcensus.com/advisors/or/grants-pass) (https://advisorcensus.com/advisors/or/grants-pass.md)

Cite as: AdvisorCensus. Financial advisors with no account minimum in Portland, OR: 31 firms from Form ADV filings as of October 2026.