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Find Retirement Advisors for Retirement Planning in Salem, 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 6 Retirement Planning firms in Salem, Oregon (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
TRUE PRIVATE WEALTH ADVISORS, LLC
1781 Liberty Street Se, Suite 200
Salem, OR, 97302
$947,770,664370121
A Percentage of AUM, Hourly charges, Fixed Fees
2
CAPSTONE WEALTH ADVISORS, LLC
2005 Madrona Avenue Se,
Salem, OR, 97302
$652,418,704327611
A Percentage of AUM, Hourly charges, Fixed Fees
3
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
235 Front St. Se, Suite 300
Salem, OR, 97301
$633,687,61718045
A Percentage of AUM
4
CAPITAL FINANCIAL PLANNERS
1640 Liberty St Se,
Salem, OR, 97302
$204,339,8995724
A Percentage of AUM, Hourly charges
5
CLEARVIEW WEALTH ADVISORS, LLC
735 Commercial St Se,
Salem, OR, 97301
$178,535,7009855
A Percentage of AUM, Hourly charges, Fixed Fees
6
JH ADVISORS
1564 Commercial St. Se,
Salem, OR, 97302
$139,179,4243726
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Salem, Oregon

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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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

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

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

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

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

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