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Find Retirement Advisors for Retirement Planning in Beaverton, Oregon

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 you 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 registrations check. 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 - June 12, 2024

Beaverton has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Beaverton, Oregon have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors in Beaverton, Oregon

advisor-photo
vector.svg VERIFIED

Mark Sharp
CFP®, EA, RICP®
Mark Sharp Retirement

Qualifications
CRD# 4975830
Firm CRD# 285773

Minimum Assets Required
$250,000

Advisory Services:

Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee

Top 8 Retirement Planning firms in Beaverton, Oregon (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
NBC CAPITAL ADVISORS
8625 Sw Cascade Ave.,, Suite 410
Beaverton, OR, 97008
$494,237,93519605
A Percentage of AUM, Fixed Fees
2
CROSS FINANCIAL ADVISORS
16100 Nw Cornell Road #240,
Beaverton, OR, 97006
$285,800,326267016
A Percentage of AUM, Hourly charges, Fixed Fees
3
DEFINED WEALTH MANAGEMENT, LLC
8625 Sw Cascade Ave., Suite 410
Beaverton, OR, 97008
$162,510,3184364
A Percentage of AUM, Fixed Fees
4
NORTH RIDGE
8285 Sw Nimbus Avenue, Suite 155
Beaverton, OR, 97008
$150,429,2365114
A Percentage of AUM
5
CAPITOL FAMILY OFFICE, INC.
1500 Nw Bethany Blvd., Suite 200
Beaverton, OR, 97006
$133,242,4086324
A Percentage of AUM, Fixed Fees
6
GRANGE CAPITAL, LLC
6600 Sw 105th Ave,, Suite 220
Beaverton, OR, 97008
$128,831,0005777
A Percentage of AUM
7
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
9450 Sw Gemini Dr.,
Beaverton, OR, 97008
$128,502,6774196
Fixed Fees
8
ROI FINANCIAL
14675 Sw Millikan Way,
Beaverton, OR, 97003
$126,162,60110648
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Beaverton, Oregon

QualificationsFirm CRD# 306483

Assets Under Management $494,237,935

No. Of Clients1960

Clients Per Financial Advisor392

NBC CAPITAL ADVISORS is a financial advisory firm situated in Beaverton, Oregon. With a nearly $494M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1960 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 287686

Assets Under Management $285,800,326

No. Of Clients2670

Clients Per Financial Advisor167

CROSS FINANCIAL ADVISORS is a financial advisory firm situated in Beaverton, Oregon. With a nearly $286M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2670 clients. The team consists of 16 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 306779

Assets Under Management $162,510,318

No. Of Clients436

Clients Per Financial Advisor109

DEFINED WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Beaverton, Oregon. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 436 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 157516

Assets Under Management $150,429,236

No. Of Clients511

Clients Per Financial Advisor128

NORTH RIDGE is a financial advisory firm situated in Beaverton, Oregon. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 511 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 312005

Assets Under Management $133,242,408

No. Of Clients632

Clients Per Financial Advisor158

CAPITOL FAMILY OFFICE, INC. is a financial advisory firm situated in Beaverton, Oregon. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 632 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 131699

Assets Under Management $128,831,000

No. Of Clients577

Clients Per Financial Advisor82

GRANGE CAPITAL, LLC is a financial advisory firm situated in Beaverton, Oregon. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 577 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 138433

Assets Under Management $128,502,677

No. Of Clients419

Clients Per Financial Advisor70

PHYSICIAN FAMILY FINANCIAL ADVISORS INC is a financial advisory firm situated in Beaverton, Oregon. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 419 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 160100

Assets Under Management $126,162,601

No. Of Clients1064

Clients Per Financial Advisor133

ROI FINANCIAL is a financial advisory firm situated in Beaverton, Oregon. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1064 clients. The team consists of 8 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

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