Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
2 years
Location
Oregon City, OR 97045
Founders Financial Securities LLC
Multi-team
Stefanie Agar is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Founders Financial Securities, she worked for 17 years at the Canby School District. She serves as treasurer for The Friends of the Historic Carus Schoolhouse, a nonprofit organization focused on preserving a historic schoolhouse. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and combining fiduciary, brokerage, and insurance capabilities.
Based on Founders Financial Securities LLC
Flat fees possible for financial planning; also $500 annual subscription fee for TheFreedomStrategies.com
$0 - $25,000: up to 2.50%; or $125 minimum annual fee prorated monthly, whichever is greater (Independence Advisory at Pershing) $25,000+: up to 2.50% (Independence Advisory at Pershing) $0 - $4,999: N/A (minimum not met; exceptions possible) $5,000 - $24,999: up to 2.50% plus custodial fee ($50 annual, charged quarterly) (Independence Advisory at Axos and Schwab) $25,000 - $99,999: up to 2.50% plus custodial fee ($75 annual, charged quarterly) (Independence Advisory at Axos and Schwab) $100,000+: up to 2.50% plus custodial fee ($100 annual, charged quarterly) (Independence Advisory at Axos and Schwab) $10,000+: 1.65% annually (Managed Portfolio Program) $0+: no account minimum for FCMS Managed Accounts, fees typically up to 2.75% annually $0 - $1,000,000: up to 1.70% annually (FCMS Private Wealth Solutions) $1,000,000+: up to 1.40% annually (FCMS Private Wealth Solutions) $0+: up to 2.00% annually or flat fee for Freedom Independence Plan (retirement plan advisory) $0+: $500 annually (quarterly installments) for TheFreedomStrategies.com subscription
Commissions possible if IAR is also a Registered Representative; separate from advisory fees
Financial planning fees up to $500 per hour, negotiable
TheFreedomStrategies.com subscription fee is $500 annually, paid quarterly in arrears
Account minimum: $5,000 Minimum fee: $125 minimum annual fee for some Independence Advisory accounts opened below $25,000 Fee-only: Financial planning fees up to $500 per hour or $30,000 per year, negotiable; flat fees or hourly rates possible
Oregon City, OR
516 High Street
Oregon City OR 97045
Advisors at this office
3
Colorado · Oregon
2 years of industry experience
Founders Financial Securities LLC
2022 - Present • 4 years
Towson, MD
Canby School District
2005 - 2022 • 17 years
Canby, OR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Lake Oswego, OR
Stoneholt Wealth
After seven years of in and around this industry (as a marketer, consultant, and content creator... but never an advisor) I decided to hang my shingle and start Stoneholt Wealth. We're a fee-only financial planning firm that's built exclusively for high-income millennial couples with kids (I have three kids under 5... it's a crazy time). We help our clients with career transitions, concentrated wealth, variable sales income, liquidity events, and all the little stuff in between--if you can call buying a home "little". We cover everything from income strategy to investments to tax planning to insurance review, all in the name of taking this very important responsibility off your plate, so you can focus on the stuff that makes life better.
Verified by Warmer
Series 65
Lake Oswego, OR
Cascara Financial Planning LLC
Chris Ramsby is the principal of Cascara Financial Planning LLC in Lake Oswego, OR. He holds a Series 65 designation and has experience working at Para Wealth Advisors and Elite Sales & Marketing prior to founding Cascara Financial Planning in 2025. Cascara Financial Planning advises individuals and high-net-worth clients with wealth management and financial planning services that include retirement, tax, estate, business, cash-flow, and college savings planning. The firm’s investment approach is based on modern portfolio theory, combining passive and active strategies with options for socially conscious investing.
Verified by Warmer
CFP®, CFA®, Series 65
Portland, OR
Core Planning
Suzanne Highet is a financial advisor at Core Planning in Portland, OR, holding the CFP®, CFA®, and Series 65 credentials with 21 years of industry experience. Her prior roles include positions at The Stanich Group LLC, Highet Advisory LLC, and CTC Consulting, LLC. Outside of her advisory work, she operates Highet Advisory LLC, a business consulting service focused on supporting registered investment advisors with investment programs and portfolio management. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.
Verified by Warmer
CFP®, Series 66
West Linn, OR
Independent Financial Group, LLC
Joshua Tschirgi is a CFP® professional with 14 years of industry experience. He is currently with Independent Financial Group, LLC, where he has worked since 2019. His prior roles include positions at Somerset Securities, Inc., Wells Fargo Advisors, LLC, and Morgan Stanley. In addition to his advisory work, he serves as a managing member of True Path Capital Strategies, a marketing DBA, and holds a licensed insurance agent position. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies using both firm- and third-party models.
Series 63, Series 65
Lake Oswego, OR
Executive Investment Services, LLC
Todd Caudle is a financial advisor at Executive Investment Services, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Executive Investment Services since 2009, as well as at Independent Financial Group during overlapping periods. Caudle is an officer and principal of Medical Professionals Financial Group, a marketing entity within the investment channel. Executive Investment Services provides asset management and financial planning to individual clients, including high-net-worth households, and consulting for small- and medium-sized businesses. The firm offers discretionary portfolio management with strategic and tactical asset allocation, and integrates investment management with insurance and executive-benefit services.
CFP®, Series 65
Lake Oswego, OR
Davidson & Watson Financial
Jeremy Watson is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has worked at Watson Financial, LLC since 2020 and previously at Tony H. Davidson Comprehensive Financial Management, LLC. Before entering financial services, he was affiliated with St. Andrew's Presbyterian Church for seven years. Davidson & Watson Financial offers financial planning and portfolio management for individuals, high-net-worth clients, and small businesses. The firm employs both fundamental and technical analysis, managing portfolios with mutual funds, equities, bonds, ETFs, REITs, and government securities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")