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Find Retirement Advisors for Retirement Planning in Oregon, Eugene

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.

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Top 7 Retirement Planning firms in Eugene, Oregon (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	101 East Broadway Suite 480, Eugene, OR, 97401	$1,255,654,705	592	14	A percentage of AUM, Fixed fees
2	450 Country Club Road, Suite 200 Eugene, OR, 97401	$809,789,904	1631	16	A percentage of AUM, Hourly charges, Fixed fees
3	497 Oakway Road, Suite 300 Eugene, OR, 97401	$804,784,566	1456	6	A percentage of AUM, Hourly charges, Fixed fees
4	2350 Oakmont Way, Suite 104, Eugene, OR, 97401	$468,953,240	1197	5	A percentage of AUM, Hourly charges
5	940 Willamette St, Suite 350, The Woolworth Building Eugene, OR, 97401	$332,970,000	670	4	A percentage of AUM
6	576 Olive Street, Suite 303 Eugene, OR, 97401	$260,316,725	764	6	A percentage of AUM, Fixed fees
7	4710 Village Plaze Loop, Suite 240 Eugene, OR, 97401	$165,634,211	446	9	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Eugene, Oregon

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 159419

Assets Under Management $1,255,654,705

No. Of Clients592

Clients Per Financial Advisor42

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 592 clients. The team consists of 14 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
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS.)

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ROEHL & YI INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 109258

Assets Under Management $809,789,904

No. Of Clients1631

Clients Per Financial Advisor102

ROEHL & YI INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Eugene, Oregon. With a nearly $810M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1631 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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SITTNER & NELSON, LLC

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QualificationsFirm CRD# 309757

Assets Under Management $804,784,566

No. Of Clients1456

Clients Per Financial Advisor243

SITTNER & NELSON, LLC is a financial advisory firm situated in Eugene, Oregon. With a nearly $805M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1456 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

44 WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 309647

Assets Under Management $468,953,240

No. Of Clients1197

Clients Per Financial Advisor239

44 WEALTH MANAGEMENT LLC is a financial advisory firm situated in Eugene, Oregon. With a nearly $469M 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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MARTIN CAPITAL PARTNERS, LLC

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QualificationsFirm CRD# 153452

Assets Under Management $332,970,000

No. Of Clients670

Clients Per Financial Advisor168

MARTIN CAPITAL PARTNERS, LLC is a financial advisory firm situated in Eugene, Oregon. With a nearly $333M assets under management, the firm specializes in crafting personalized retirement planning solutions for 670 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 and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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INTEGRITY WEALTH LLC

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QualificationsFirm CRD# 330809

Assets Under Management $260,316,725

No. Of Clients764

Clients Per Financial Advisor127

INTEGRITY WEALTH LLC is a financial advisory firm situated in Eugene, Oregon. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 764 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
Fixed fees

Financial Planning Services

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

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GO WEALTH MANAGEMENT

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QualificationsFirm CRD# 290254

Assets Under Management $165,634,211

No. Of Clients446

Clients Per Financial Advisor50

GO WEALTH MANAGEMENT is a financial advisory firm situated in Eugene, Oregon. With a nearly $166M assets under management, the firm specializes in crafting personalized retirement planning solutions for 446 clients. The team consists of 9 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
Other (CONSULTING)

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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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