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

Last Updated - April 25, 2025

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 22 years of experience.

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List of Qualified Retirement Planning Advisors in Clackamas, 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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VERIFIED

Matt Ebeling
CFP^®
Fort Vancouver Investment Management, LLC

Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65

Minimum Assets Required
$500,000

Address

1601 Officers Row,
Vancouver, WA 98661 See Details

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

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	10151 Se Sunnyside Road, #400, Clackamas, OR, 97015	$356,735,780	1169	8	A percentage of AUM, Fixed fees
2	12550 Se 93rd Ave, Suite 340 Clackamas, OR, 97015	$257,860,000	1476	4	A percentage of AUM
3	9200 Se Sunnybrook Boulevard, Suite # 170 Clackamas, OR, 97015	$202,077,603	464	7	A percentage of AUM, Hourly charges, Fixed fees
4	12901 Se 97th Ave, Suite 390 Clackamas, OR, 97015	$138,850,787	353	2	A percentage of AUM, Other (FINANCIAL PLANNING -- FLAT OR HOURLY FEES)

Information on Top Retirement Planning firms in Clackamas, Oregon

TRUE NORTH RETIREMENT ADVISORS, LLC

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QualificationsFirm CRD# 290885

Assets Under Management $356,735,780

No. Of Clients1169

Clients Per Financial Advisor146

TRUE NORTH RETIREMENT ADVISORS, LLC is a financial advisory firm situated in Clackamas, Oregon. With a nearly $357M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1169 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

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STANGIER WEALTH MANAGEMENT

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QualificationsFirm CRD# 171336

Assets Under Management $257,860,000

No. Of Clients1476

Clients Per Financial Advisor369

STANGIER WEALTH MANAGEMENT is a financial advisory firm situated in Clackamas, Oregon. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1476 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
Selection for other advisors
Education seminars/workshops

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PINNACLE WEALTH ADVISORS

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QualificationsFirm CRD# 117517

Assets Under Management $202,077,603

No. Of Clients464

Clients Per Financial Advisor66

PINNACLE WEALTH ADVISORS is a financial advisory firm situated in Clackamas, Oregon. With a nearly $202M assets under management, the firm specializes in crafting personalized retirement planning solutions for 464 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
Hourly charges
Fixed fees

Financial Planning Services

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

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SUMMA GLOBAL ADVISORS, LLC

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QualificationsFirm CRD# 148713

Assets Under Management $138,850,787

No. Of Clients353

Clients Per Financial Advisor177

SUMMA GLOBAL ADVISORS, LLC is a financial advisory firm situated in Clackamas, Oregon. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 353 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
Other (FINANCIAL PLANNING -- FLAT OR HOURLY FEES)

Financial Planning Services

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

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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