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.
Corvallis has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Corvallis, Oregon have an average of 20 years of experience.
Matt Adams
CFP®, CLU®, ChFC®
Jones & Roth
Qualifications
CRD# 2354504
Firm CRD# 30349
Series 4, 7, 63, 65
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Based, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | HURLEY FINANCIAL GROUP, INC. 111 Sw 4th Street, Corvallis, OR, 97333 | $231,338,565 | 1471 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
2 | SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC 1745 Nw Kings Blvd., Corvallis, OR, 97330-1905 | $184,201,686 | 723 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | CLARITY WEALTH DEVELOPMENT, LLC 262 Nw Polk Ave, Corvallis, OR, 97330 | $125,573,337 | 720 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (NET WORTH FEES) |
QualificationsFirm CRD# 108983
Assets Under Management $231,338,565
No. Of Clients1471
Clients Per Financial Advisor294
HURLEY FINANCIAL GROUP, INC. is a financial advisory firm situated in Corvallis, Oregon. With a nearly $231M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1471 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 138347
Assets Under Management $184,201,686
No. Of Clients723
Clients Per Financial Advisor121
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Corvallis, Oregon. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 723 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155103
Assets Under Management $125,573,337
No. Of Clients720
Clients Per Financial Advisor240
CLARITY WEALTH DEVELOPMENT, LLC is a financial advisory firm situated in Corvallis, Oregon. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 720 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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