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

Last Updated - May 14, 2024

Eugene has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Eugene, Oregon have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Eugene, Oregon

advisor-photo
vector.svg VERIFIED

Matt Adams
CFP®, CLU®, ChFC®
Jones & Roth

Qualifications
CRD# 2354504
Firm CRD# 30349
Series 4, 7, 63, 65

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Top 6 Retirement Planning firms in Eugene, Oregon (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
101 East Broadway Suite 480,
Eugene, OR, 97401
$1,100,577,15656513
A Percentage of AUM, Fixed Fees
2
ROEHL & YI INVESTMENT ADVISORS, LLC
450 Country Club Road, Suite 200
Eugene, OR, 97401
$698,816,109154516
A Percentage of AUM, Hourly charges, Fixed Fees
3
SITTNER & NELSON, LLC
497 Oakway Road, Suite 300
Eugene, OR, 97401
$675,616,13214006
A Percentage of AUM, Hourly charges, Fixed Fees
4
44 WEALTH MANAGEMENT LLC
2350 Oakmont Way, Suite 104,
Eugene, OR, 97401
$441,552,20911975
A Percentage of AUM, Hourly charges
5
MARTIN CAPITAL PARTNERS, LLC
940 Willamette St, Suite 350, The Woolworth Building
Eugene, OR, 97401
$326,838,6526234
A Percentage of AUM
6
GO WEALTH MANAGEMENT
1075 Washington Street, Suite 200
Eugene, OR, 97401
$108,928,6543386
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Eugene, Oregon

QualificationsFirm CRD# 159419

Assets Under Management $1,100,577,156

No. Of Clients565

Clients Per Financial Advisor43

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Eugene, Oregon. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 565 clients. The team consists of 13 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109258

Assets Under Management $698,816,109

No. Of Clients1545

Clients Per Financial Advisor97

ROEHL & YI INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Eugene, Oregon. With a nearly $699M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1545 clients. The team consists of 16 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 309757

Assets Under Management $675,616,132

No. Of Clients1400

Clients Per Financial Advisor233

SITTNER & NELSON, LLC is a financial advisory firm situated in Eugene, Oregon. With a nearly $676M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1400 clients. The team consists of 6 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# 309647

Assets Under Management $441,552,209

No. Of Clients1197

Clients Per Financial Advisor239

44 WEALTH MANAGEMENT LLC is a financial advisory firm situated in Eugene, Oregon. With a nearly $442M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1197 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 153452

Assets Under Management $326,838,652

No. Of Clients623

Clients Per Financial Advisor156

MARTIN CAPITAL PARTNERS, LLC is a financial advisory firm situated in Eugene, Oregon. With a nearly $327M assets under management, the firm specializes in crafting personalized retirement planning solutions for 623 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

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 290254

Assets Under Management $108,928,654

No. Of Clients338

Clients Per Financial Advisor56

GO WEALTH MANAGEMENT is a financial advisory firm situated in Eugene, Oregon. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 338 clients. The team consists of 6 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
View Full Profile

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