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Find Retirement Advisors for Retirement Planning in Oregon, Medford

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 3 Retirement Planning firms in Medford, Oregon (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2950 E. Barnett Road,
Medford, OR, 97504
$269,211,9965643
A percentage of AUM
2

2436 W. Main Street,
Medford, OR, 97501
$196,560,70813553
A percentage of AUM, Hourly charges, Fixed fees, Other (CO-ADVISOR & REFERRAL FEES)
3

3250 Hillcrest Park Drive, Suite 102
Medford, OR, 97504
$174,925,3725566
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Medford, Oregon

QualificationsFirm CRD# 162985

Assets Under Management $269,211,996

No. Of Clients564

Clients Per Financial Advisor188

FIDELIS IM is a financial advisory firm situated in Medford, Oregon. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 564 clients. The team consists of 3 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
  • Portfolio management for businesses or institutional clients
  • Other (RETIREMENT PLANNING SERVICES FOR QUALIFIED PLANS (401K, 403B))
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QualificationsFirm CRD# 152930

Assets Under Management $196,560,708

No. Of Clients1355

Clients Per Financial Advisor452

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS is a financial advisory firm situated in Medford, Oregon. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1355 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (CO-ADVISOR & REFERRAL 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

QualificationsFirm CRD# 283958

Assets Under Management $174,925,372

No. Of Clients556

Clients Per Financial Advisor93

OREGON PACIFIC WEALTH MANAGEMENT is a financial advisory firm situated in Medford, Oregon. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 556 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

Financial Planning Services

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

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