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.
Clackamas has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Clackamas, Oregon have an average of 18 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
Matt Ebeling
CFP®
Fort Vancouver Investment Management, LLC
Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | TRUE NORTH RETIREMENT ADVISORS, LLC 10151 Se Sunnyside Road, #400, Clackamas, OR, 97015 | $314,419,926 | 334 | 8 | A Percentage of AUM, Fixed Fees |
2 | STANGIER WEALTH MANAGEMENT 12550 Se 93rd Ave, Suite 340 Clackamas, OR, 97015 | $210,197,274 | 1372 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | PINNACLE WEALTH ADVISORS 9200 Se Sunnybrook Boulevard, Suite # 170 Clackamas, OR, 97015 | $180,335,359 | 448 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | SUMMA GLOBAL ADVISORS, LLC 12901 Se 97th Ave, Suite 390 Clackamas, OR, 97015 | $119,143,035 | 332 | 3 | A Percentage of AUM, Other (FINANCIAL PLANNING -- FLAT OR HOURLY FEES) |
QualificationsFirm CRD# 290885
Assets Under Management $314,419,926
No. Of Clients334
Clients Per Financial Advisor42
TRUE NORTH RETIREMENT ADVISORS, LLC is a financial advisory firm situated in Clackamas, Oregon. With a nearly $314M assets under management, the firm specializes in crafting personalized retirement planning solutions for 334 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 171336
Assets Under Management $210,197,274
No. Of Clients1372
Clients Per Financial Advisor343
STANGIER WEALTH MANAGEMENT is a financial advisory firm situated in Clackamas, Oregon. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1372 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117517
Assets Under Management $180,335,359
No. Of Clients448
Clients Per Financial Advisor90
PINNACLE WEALTH ADVISORS is a financial advisory firm situated in Clackamas, Oregon. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 448 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 148713
Assets Under Management $119,143,035
No. Of Clients332
Clients Per Financial Advisor111
SUMMA GLOBAL ADVISORS, LLC is a financial advisory firm situated in Clackamas, Oregon. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 332 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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