Top financial advisors in Hermiston, OR
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Hermiston, OR when you're navigating complex financial decisions like managing income taxes or planning for retirement in a state with no sales tax but relatively high income taxes. A common mistake is overlooking how local tax rules impact your overall financial plan, which can lead to unexpected tax burdens.
- Local tax knowledge. Confirm how the advisor integrates Oregon's income tax specifics into your strategy.
- Experience level. Ask about their years handling financial plans in similar tax environments.
- Fee structure clarity. Understand whether they charge flat fees or other models and how that affects your costs.
- Firm size impact. Inquire how working with a large firm versus an independent advisor might influence your service and advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James H
Series 63, Series 65
Hermiston, OR
OSAIC
James Hurst offers 17 years of experience in Hermiston, OR, with expertise in annuities and a focus on clients like founders, executives, and retirees. Working with Osaic, a large firm, he provides flat-fee financial planning and consulting services, leveraging a technology-driven investment process that includes risk tolerance assessments and portfolio optimization, distinguishing him from advisors with smaller firms or different fee structures.
Experience: 18 years
Avg account: $398,336
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Michelle C
CFP®, ChFC®, Series 63, Series 66
Kennewick, WA
Thrivent Advisor Network, LLC
Michelle Clary's 25 years of experience and CFP® certification equip her to navigate complex financial decisions, including those influenced by Oregon's tax environment, despite being based in nearby Kennewick, WA. Her affiliation with Thrivent Advisor Network, LLC offers clients a long-term investment approach with customized asset allocations and access to alternative investments, alongside a negotiable fee structure up to 2% annually, distinguishing her from other advisors in the region.
Experience: 25 years
Avg account: $457,966
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John M
CFP®, Series 66
Kennewick, WA
OneAscent Financial Services LLC
John Mcdonald's 19 years of experience and CFP® certification equip him to navigate complex tax environments like Oregon's, despite being based in nearby Kennewick, WA. His firm, OneAscent Financial Services LLC, manages $2.61 billion with 57 advisors, offering flat-fee financial planning and customized asset allocation, which may appeal to clients seeking transparent fees and tailored portfolio management compared to other advisors.
Experience: 19 years
Avg account: $589,892
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Kameron W
ChFC®, Series 66
Hermiston, OR
Edward Jones
Kameron Watson's eight years of experience and ChFC® designation equip him to address retirement income strategies and business owner retirement plans in Hermiston, OR, where local tax nuances are crucial. Working with Edward Jones, a large full-service firm, he offers a structured program fee up to 1.35% annually, providing access to extensive resources compared to smaller independent advisors.
Experience: 8 years
Avg account: $246,728
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Marcella H
Series 63, Series 65
Hermiston, OR
LPL Financial
Marcella Haines offers extensive expertise in wealth management and retirement plans for business owners, with 44 years of experience navigating complex financial environments like Hermiston, OR. Affiliated with LPL Financial, a large firm, she provides flat-fee financial planning and leverages in-house research, distinguishing her from advisors with smaller practices or different fee structures.
Experience: 45 years
Avg account: $399,489
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