Find a Financial Advisor in West Linn, OR

 

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We did the hard work of finding trustworthy partners in West Linn, OR.

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We Only Work With The Best West Linn Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in West Linn, OR


  • Financial Advisor Close to West Linn, OR

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in West Linn, OR


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near West Linn, OR

We evaluated over 13,000 RIA firms to bring you the best of the best West Linn financial advisors.
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How Retirement-Friendly is West Linn, OR?

  • Population: 26,656
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $512,600
  • Average Monthly Housing Cost: $1,905
  • Average Household Income: $147,612
  • Oregon Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Oregon Property Tax: 3.06% (18th Highest in U.S.)
  • Oregon Individual Income Tax: 4.17% (2nd Highest in U.S.)
  • Oregon Sales and Excise Tax: 1.06% (Lowest in U.S.)



The Top Financial Advisor Firms in West Linn, OR

 

ETESIAN WEALTH ADVISORS, INC.

Website

(503) 387-3615

1969 Willamette Falls Drive, #200

West Linn, OR 97068

SEC#: 801-70785
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 305-6704

1800 Blankenship Rd
Suite 125
West Linn, OR 97068

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 305-6704

20354 South Hoodview Avenue

West Linn, OR 97068

SEC#: 801-71546
Years in Business: 11 years

AMERIPRISE FINANCIAL SERVICES, LLC.

Website

(503) 723-9636

5656 Hood St
Ste 104
West Linn, OR 97068

SEC#: 801-28543
Years in Business: 34 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 305-6704

1800 Blankenship Rd
Suite 125
West Linn, OR 97068

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 305-6704

20354 South Hoodview Avenue

West Linn, OR 97068

SEC#: 801-71546
Years in Business: 11 years

CS PLANNING CORP

Website

(503) 880-1828

2951 Ascot Circle

West Linn, OR 97068

SEC#: 801-70381
Years in Business: 12 years

AMERIPRISE FINANCIAL SERVICES, LLC.

Website

(503) 723-9636

5656 Hood St
Ste 104
West Linn, OR 97068

SEC#: 801-28543
Years in Business: 34 years

CONSILIUM WEALTH ADVISORY, LLC

Website

(503) 360-9799

6117 Churchill Downs Drive

West Linn, OR 97068

SEC#: 801-120593
Years in Business: 0 years

 


West Linn, OR Financial Advisor FAQs

Different types of advisors work differently. For example, most general financial planners charge a percentage (a percentage of the value) for what they provide. Other common modes of payment include retainer fees (flat, monthly fee), which is most often used by investment managers; hourly rate; performance-based annual fee; and sometimes a mix: an hourly plus performance based cost structure put in place as part montly or quarterly rates and services you may need.
You might want to consider dealing with a financial advisor to help you map out your finances. A good place to start is by checking the Certified Financial Planner Board's website for a CFP near you.
You must first make sure the advisor you are considering has the credentials and credibility for working with your particular situation. Next, ask them about their credentials and how they work. What is their fee structure? How do they advertise their services? How long have they been in practice?
If you have never discussed your finances with a planner, if you find yourself making impulsive decisions, and worry about money often, then the answer is yes.