SEC-registered financial advisors in Lake Oswego, OR
Common fee types
- 100%Percentage of assets
- 68%Fixed or flat fee
- 45%Hourly
Showing 22 of 22
- Aerodigm Wealth LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Aldrich Wealth LP$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Allium Financial Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Bridge City Capital, LLC$100M to $500MSEC recordPercentage of assets
- Cedar Mountain Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- CGC Financial Services$500M to $1BSEC recordPercentage of assets
- CWC Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Foster & Wood, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Human Investing$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Jensen Investment Management Inc.$1B or moreSEC recordPercentage of assets
- Lifelong Wealth Management Group, LLC$100M to $500MSEC recordPercentage of assets
- North Forty Two & Co.$100M to $500MSEC recordPercentage of assets
- Northwest Capital Management Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Orca Investment Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Pacific Ridge Capital Partners, LLC$100M to $500MSEC recordPercentage of assets
- Panoramic Capital Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Progressive Investment Management Corporation$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Quest Investment Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Retirement Consulting Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Taurus Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Vergepointe Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wagner Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.