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Find Retirement Advisors for Retirement Planning in Medford, 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.

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Top 4 Retirement Planning firms in Medford, Oregon (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FIDELIS IM
3551 E. Barnett Road, Suite 107
Medford, OR, 97504
$183,305,9404583
A Percentage of AUM
2
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
2436 W. Main Street,
Medford, OR, 97501
$147,842,06012584
A Percentage of AUM, Hourly charges, Fixed Fees, Other (CO-ADVISOR & SOLICITOR FEES)
3
OREGON PACIFIC WEALTH MANAGEMENT
3250 Hillcrest Park Drive, Suite 102
Medford, OR, 97504
$135,000,0005065
A Percentage of AUM, Hourly charges
4
OREGON PACIFIC FINANCIAL ADVISORS INC
210 West 8th Street,
Medford, OR, 97501-3171
$120,456,6457695
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Medford, Oregon

QualificationsFirm CRD# 162985

Assets Under Management $183,305,940

No. Of Clients458

Clients Per Financial Advisor153

FIDELIS IM is a financial advisory firm situated in Medford, Oregon. With a nearly $183M assets under management, the firm specializes in crafting personalized retirement planning solutions for 458 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 152930

Assets Under Management $147,842,060

No. Of Clients1258

Clients Per Financial Advisor315

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS is a financial advisory firm situated in Medford, Oregon. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1258 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
  • Hourly charges
  • Fixed Fees
  • Other (CO-ADVISOR & SOLICITOR FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 283958

Assets Under Management $135,000,000

No. Of Clients506

Clients Per Financial Advisor101

OREGON PACIFIC WEALTH MANAGEMENT is a financial advisory firm situated in Medford, Oregon. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 506 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 110176

Assets Under Management $120,456,645

No. Of Clients769

Clients Per Financial Advisor154

OREGON PACIFIC FINANCIAL ADVISORS INC is a financial advisory firm situated in Medford, Oregon. With a nearly $120M assets under management, the firm specializes in crafting personalized retirement planning solutions for 769 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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