Browse all Flat-fee advisors in Oregon

Every advisor below is licensed to work with clients in Oregon. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Oregon advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,600
Retired	1,763
Tax-loss harvesting	1,573
Wealth management	1,355
Retirement plans for business owners (SEP, solo 401k)	1,200
Executive	1,159
Retirement income strategy	689
Private / alternative investments	660
College savings (529s, UTMA, etc.)	639
ESG / Sustainable investing	554
General retirement planning	472
Business exit / sale strategy	432
Options & derivatives strategies	405
Self-Employed	362
Annuities	360
Active portfolio management	316
Cash flow / budgeting	315
Approaching retirement	289
HENRY (High Earners, Not Rich Yet)	265
Charitable giving & philanthropy	258
Business succession planning	235
Real estate investing	231
Concentrated stock management	194
Passive / index investing	145
General estate planning guidance	132
Income planning	127
Established Professionals	102
Financial Professional	87
General tax planning	80
Business ownership considerations	73
Social Security optimization	60
Debt management	50
Retirement withdrawal strategies	50
Mid-Career Professionals	45
Equity compensation tax strategy	44
Women Professionals	43
Long-term care insurance	38
Tax strategies for small businesses	37
Values-based investing	34
Business sale tax planning	31
Retired	30
Charitable giving tax strategies	23
Educators, Teachers, and Academics	19
Factor investing / smart beta	19
Divorce financial planning	18
Family Business	13
Life insurance needs analysis	11
Equity Recipients (RS/RSU, SOP, ESPP)	9
Planning for children with special needs	8
Roth conversion strategy	8
Trust structures (GRAT, IDGT, revocable)	8
Doctor or Medical Professional	7
Liquidity event planning	5
Christian Faith Based	4
Religious/faith focused	4
Young Professionals	4

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