Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > oregon > salem

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 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.

Finding the Best Retirement Planners in Salem, Oregon

Last Updated - April 25, 2025

Salem has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Salem, Oregon have an average of 0 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Salem, Oregon

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1781 Liberty Street Se, Suite 200 Salem, OR, 97302	$1,240,700,489	4412	21	A percentage of AUM, Hourly charges, Fixed fees
2	235 Front St. Se, Suite 300 Salem, OR, 97301	$723,962,664	1862	11	A percentage of AUM, Fixed fees
3	2005 Madrona Avenue Se, Salem, OR, 97302	$720,909,582	3355	2	A percentage of AUM, Hourly charges, Fixed fees
4	1640 Liberty St Se, Salem, OR, 97302	$243,693,606	569	5	A percentage of AUM, Hourly charges
5	2035 Madrona Ave Se, Ste 100 Salem, OR, 97302	$175,393,000	885	5	A percentage of AUM, Hourly charges, Fixed fees
6	1564 Commercial St. Se, Salem, OR, 97302	$171,753,824	391	4	A percentage of AUM, Hourly charges, Fixed fees
7	250 Church Street Se, Ste 100, Salem, OR, 97301	$109,955,784	484	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Salem, Oregon

TRUE PRIVATE WEALTH ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 164947

Assets Under Management $1,240,700,489

No. Of Clients4412

Clients Per Financial Advisor210

TRUE PRIVATE WEALTH ADVISORS, LLC is a financial advisory firm situated in Salem, Oregon. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4412 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 292600

Assets Under Management $723,962,664

No. Of Clients1862

Clients Per Financial Advisor169

KEUDELL MORRISON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Salem, Oregon. With a nearly $724M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1862 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

CAPSTONE WEALTH ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 287670

Assets Under Management $720,909,582

No. Of Clients3355

Clients Per Financial Advisor1678

CAPSTONE WEALTH ADVISORS, LLC is a financial advisory firm situated in Salem, Oregon. With a nearly $721M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3355 clients. The team consists of 2 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

View Full Profile

CAPITAL FINANCIAL PLANNERS

Find an Advisor

QualificationsFirm CRD# 310168

Assets Under Management $243,693,606

No. Of Clients569

Clients Per Financial Advisor114

CAPITAL FINANCIAL PLANNERS is a financial advisory firm situated in Salem, Oregon. With a nearly $244M assets under management, the firm specializes in crafting personalized retirement planning solutions for 569 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
Selection for other advisors

View Full Profile

CLEARVIEW WEALTH ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 305737

Assets Under Management $175,393,000

No. Of Clients885

Clients Per Financial Advisor177

CLEARVIEW WEALTH ADVISORS, LLC is a financial advisory firm situated in Salem, Oregon. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 885 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

JH ADVISORS

Find an Advisor

QualificationsFirm CRD# 139587

Assets Under Management $171,753,824

No. Of Clients391

Clients Per Financial Advisor98

JH ADVISORS is a financial advisory firm situated in Salem, Oregon. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 391 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

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
Education seminars/workshops
Other (CONSULTING)

View Full Profile

JGC TAX & WEALTH MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 165770

Assets Under Management $109,955,784

No. Of Clients484

Clients Per Financial Advisor161

JGC TAX & WEALTH MANAGEMENT is a financial advisory firm situated in Salem, Oregon. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 484 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

Financial Planning Services

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

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?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.