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Find Retirement Advisors for Retirement Planning in Beaverton, Oregon

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Beaverton, Oregon

Last Updated - April 25, 2025

Beaverton has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Beaverton, Oregon have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Beaverton, Oregon

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

203 SE Park Plaza Drive, Park Tower II,
Suite 115,
Vancouver, WA 98684 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 9 Retirement Planning firms in Beaverton, Oregon (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	8625 Sw Cascade Ave.,, Suite 410 Beaverton, OR, 97008	$563,658,467	1995	5	A percentage of AUM, Fixed fees
2	16100 Nw Cornell Road #240, Beaverton, OR, 97006	$346,251,122	2773	14	A percentage of AUM, Hourly charges, Fixed fees
3	500 Sw 116th Ave., Beaverton, OR, 97225	$247,698,070	1375	6	A percentage of AUM, Hourly charges
4	9450 Sw Gemini Dr, Pmb 52736 Beaverton, OR, 97008-7105	$228,691,735	593	5	Fixed fees
5	8625 Sw Cascade Ave., Suite 410 Beaverton, OR, 97008	$197,260,210	501	4	A percentage of AUM, Fixed fees
6	6600 Sw 105th Ave,, Suite 220 Beaverton, OR, 97008	$170,641,000	663	7	A percentage of AUM
7	8285 Sw Nimbus Avenue, Suite 155 Beaverton, OR, 97008	$163,962,204	543	4	A percentage of AUM
8	14675 Sw Millikan Way, Beaverton, OR, 97003	$161,571,742	1165	9	A percentage of AUM, Hourly charges, Fixed fees
9	1500 Nw Bethany Blvd., Suite 200 Beaverton, OR, 97006	$136,525,270	524	2	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Beaverton, Oregon

NBC CAPITAL ADVISORS

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QualificationsFirm CRD# 306483

Assets Under Management $563,658,467

No. Of Clients1995

Clients Per Financial Advisor399

NBC CAPITAL ADVISORS is a financial advisory firm situated in Beaverton, Oregon. With a nearly $564M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1995 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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CROSS FINANCIAL ADVISORS

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QualificationsFirm CRD# 287686

Assets Under Management $346,251,122

No. Of Clients2773

Clients Per Financial Advisor198

CROSS FINANCIAL ADVISORS is a financial advisory firm situated in Beaverton, Oregon. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2773 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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OPTIMA CAPITAL LLC

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QualificationsFirm CRD# 310146

Assets Under Management $247,698,070

No. Of Clients1375

Clients Per Financial Advisor229

OPTIMA CAPITAL LLC is a financial advisory firm situated in Beaverton, Oregon. With a nearly $248M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1375 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ADVISORY CONSULTING)

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PHYSICIAN FAMILY FINANCIAL ADVISORS INC

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QualificationsFirm CRD# 138433

Assets Under Management $228,691,735

No. Of Clients593

Clients Per Financial Advisor119

PHYSICIAN FAMILY FINANCIAL ADVISORS INC is a financial advisory firm situated in Beaverton, Oregon. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 593 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (FIRM PROVIDES DOWNLOADABLE FINANCIAL EDUCATION AND ON-LINE EDUCATIONAL COURSES FOR A COST.)

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DEFINED WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 306779

Assets Under Management $197,260,210

No. Of Clients501

Clients Per Financial Advisor125

DEFINED WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Beaverton, Oregon. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 501 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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GRANGE CAPITAL, LLC

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QualificationsFirm CRD# 131699

Assets Under Management $170,641,000

No. Of Clients663

Clients Per Financial Advisor95

GRANGE CAPITAL, LLC is a financial advisory firm situated in Beaverton, Oregon. With a nearly $171M assets under management, the firm specializes in crafting personalized retirement planning solutions for 663 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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NORTH RIDGE

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QualificationsFirm CRD# 157516

Assets Under Management $163,962,204

No. Of Clients543

Clients Per Financial Advisor136

NORTH RIDGE is a financial advisory firm situated in Beaverton, Oregon. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 543 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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ROI FINANCIAL

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QualificationsFirm CRD# 160100

Assets Under Management $161,571,742

No. Of Clients1165

Clients Per Financial Advisor129

ROI FINANCIAL is a financial advisory firm situated in Beaverton, Oregon. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1165 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

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CAPITOL FAMILY OFFICE, INC.

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QualificationsFirm CRD# 312005

Assets Under Management $136,525,270

No. Of Clients524

Clients Per Financial Advisor262

CAPITOL FAMILY OFFICE, INC. is a financial advisory firm situated in Beaverton, Oregon. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 524 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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