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Find Retirement Advisors for Retirement Planning in Clackamas, 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 Clackamas, Oregon

Last Updated - March 21, 2024

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.

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List of Qualified Retirement Planning Advisors in Clackamas, 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

advisor-photo
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Matt Ebeling
CFP®
Fort Vancouver Investment Management, LLC

Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management.

Compensation/Fee

Fee-Only, Based on Assets

Top 4 Retirement Planning firms in Clackamas, Oregon (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
TRUE NORTH RETIREMENT ADVISORS, LLC
10151 Se Sunnyside Road, #400,
Clackamas, OR, 97015
$314,419,9263348
A Percentage of AUM, Fixed Fees
2
STANGIER WEALTH MANAGEMENT
12550 Se 93rd Ave, Suite 340
Clackamas, OR, 97015
$210,197,27413724
A Percentage of AUM, Hourly charges, Fixed Fees
3
PINNACLE WEALTH ADVISORS
9200 Se Sunnybrook Boulevard, Suite # 170
Clackamas, OR, 97015
$180,335,3594485
A Percentage of AUM, Hourly charges, Fixed Fees
4
SUMMA GLOBAL ADVISORS, LLC
12901 Se 97th Ave, Suite 390
Clackamas, OR, 97015
$119,143,0353323
A Percentage of AUM, Other (FINANCIAL PLANNING -- FLAT OR HOURLY FEES)

Information on Top Retirement Planning firms in Clackamas, Oregon

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Other (FINANCIAL PLANNING -- FLAT OR HOURLY FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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