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Find Retirement Advisors for Retirement Planning in Hillsboro, 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.

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Finding the Best Retirement Planners in Hillsboro, Oregon

Last Updated - March 21, 2024

Hillsboro has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Hillsboro, Oregon have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors in Hillsboro, 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

Top 2 Retirement Planning firms in Hillsboro, Oregon (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PACE FINANCIAL ADVISORS
421 Se Washington Street,
Hillsboro, OR, 97123
$191,111,26726005
A Percentage of AUM, Hourly charges
2
OPTIMA CAPITAL LLC
1915 Ne Stucki Ave, Suite 400
Hillsboro, OR, 97006
$161,081,0069375
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Hillsboro, Oregon

QualificationsFirm CRD# 318359

Assets Under Management $191,111,267

No. Of Clients2600

Clients Per Financial Advisor520

PACE FINANCIAL ADVISORS is a financial advisory firm situated in Hillsboro, Oregon. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2600 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
View Full Profile

QualificationsFirm CRD# 310146

Assets Under Management $161,081,006

No. Of Clients937

Clients Per Financial Advisor187

OPTIMA CAPITAL LLC is a financial advisory firm situated in Hillsboro, Oregon. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 937 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
  • Selection of Other Advisors
View Full Profile

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