Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Mark Sharp
CFP®, EA, RICP®
Mark Sharp Retirement
Qualifications
CRD# 4975830
Firm CRD# 285773
Minimum Assets Required
$250,000
Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Fee-Only, Flat Fee
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | NBC CAPITAL ADVISORS 8625 Sw Cascade Ave.,, Suite 410 Beaverton, OR, 97008 | $494,237,935 | 1960 | 5 | A Percentage of AUM, Fixed Fees |
2 | CROSS FINANCIAL ADVISORS 16100 Nw Cornell Road #240, Beaverton, OR, 97006 | $285,800,326 | 2670 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | DEFINED WEALTH MANAGEMENT, LLC 8625 Sw Cascade Ave., Suite 410 Beaverton, OR, 97008 | $162,510,318 | 436 | 4 | A Percentage of AUM, Fixed Fees |
4 | NORTH RIDGE 8285 Sw Nimbus Avenue, Suite 155 Beaverton, OR, 97008 | $150,429,236 | 511 | 4 | A Percentage of AUM |
5 | CAPITOL FAMILY OFFICE, INC. 1500 Nw Bethany Blvd., Suite 200 Beaverton, OR, 97006 | $133,242,408 | 632 | 4 | A Percentage of AUM, Fixed Fees |
6 | GRANGE CAPITAL, LLC 6600 Sw 105th Ave,, Suite 220 Beaverton, OR, 97008 | $128,831,000 | 577 | 7 | A Percentage of AUM |
7 | PHYSICIAN FAMILY FINANCIAL ADVISORS INC 9450 Sw Gemini Dr., Beaverton, OR, 97008 | $128,502,677 | 419 | 6 | Fixed Fees |
8 | ROI FINANCIAL 14675 Sw Millikan Way, Beaverton, OR, 97003 | $126,162,601 | 1064 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
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.
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.
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.
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.
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.
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.
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.
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.
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