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Find Retirement Advisors for Retirement Planning in Salem, Oregon

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 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 Salem, Oregon

Last Updated - November 29, 2024

Salem has 2 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 Salem, Oregon have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors in Salem, Oregon

VERIFIED

Mark Sharp
CFP^®, EA, RICP^®
Mark Sharp Retirement

Qualifications
CRD# 4975830
Firm CRD# 285773

Minimum Assets Required
$250,000

Address

818 SW 3rd Ave # 221-1228,
Portland, OR 97204 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

203 SE Park Plaza Drive, Park Tower II,
Suite 115,
Vancouver, WA 98684 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	TRUE PRIVATE WEALTH ADVISORS, LLC 1781 Liberty Street Se, Suite 200 Salem, OR, 97302	$947,770,664	3701	21	A Percentage of AUM, Hourly charges, Fixed Fees
2	CAPSTONE WEALTH ADVISORS, LLC 2005 Madrona Avenue Se, Salem, OR, 97302	$652,418,704	3276	11	A Percentage of AUM, Hourly charges, Fixed Fees
3	KEUDELL MORRISON WEALTH MANAGEMENT, LLC 235 Front St. Se, Suite 300 Salem, OR, 97301	$633,687,617	1804	5	A Percentage of AUM
4	CAPITAL FINANCIAL PLANNERS 1640 Liberty St Se, Salem, OR, 97302	$204,339,899	572	4	A Percentage of AUM, Hourly charges
5	CLEARVIEW WEALTH ADVISORS, LLC 735 Commercial St Se, Salem, OR, 97301	$178,535,700	985	5	A Percentage of AUM, Hourly charges, Fixed Fees
6	JH ADVISORS 1564 Commercial St. Se, Salem, OR, 97302	$139,179,424	372	6	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Salem, Oregon

TRUE PRIVATE WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 164947

Assets Under Management $947,770,664

No. Of Clients3701

Clients Per Financial Advisor176

TRUE PRIVATE WEALTH ADVISORS, LLC is a financial advisory firm situated in Salem, Oregon. With a nearly $948M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3701 clients. The team consists of 21 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

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CAPSTONE WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 287670

Assets Under Management $652,418,704

No. Of Clients3276

Clients Per Financial Advisor298

CAPSTONE WEALTH ADVISORS, LLC is a financial advisory firm situated in Salem, Oregon. With a nearly $652M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3276 clients. The team consists of 11 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

View Full Profile

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 292600

Assets Under Management $633,687,617

No. Of Clients1804

Clients Per Financial Advisor361

KEUDELL MORRISON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Salem, Oregon. With a nearly $634M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1804 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

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors

View Full Profile

CAPITAL FINANCIAL PLANNERS

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QualificationsFirm CRD# 310168

Assets Under Management $204,339,899

No. Of Clients572

Clients Per Financial Advisor143

CAPITAL FINANCIAL PLANNERS is a financial advisory firm situated in Salem, Oregon. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 572 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

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

View Full Profile

CLEARVIEW WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 305737

Assets Under Management $178,535,700

No. Of Clients985

Clients Per Financial Advisor197

CLEARVIEW WEALTH ADVISORS, LLC is a financial advisory firm situated in Salem, Oregon. With a nearly $179M assets under management, the firm specializes in crafting personalized retirement planning solutions for 985 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

JH ADVISORS

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QualificationsFirm CRD# 139587

Assets Under Management $139,179,424

No. Of Clients372

Clients Per Financial Advisor62

JH ADVISORS is a financial advisory firm situated in Salem, Oregon. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 372 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
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

View Full Profile

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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