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Find Retirement Advisors for Retirement Planning in Portland, 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.

Finding the Best Retirement Planners in Portland, Oregon

Last Updated - May 12, 2024

Portland has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Portland, Oregon have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors in Portland, Oregon

advisor-photo
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Mark Sharp
CFP®, EA, RICP®
Mark Sharp Retirement

Qualifications
CRD# 4975830
Firm CRD# 285773

Minimum Assets Required
$250,000

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

Top 1 Retirement Planning firms in Portland, Oregon (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
RANGE FINANCIAL GROUP, LLC
7307 Sw Beveland St, #110
Tigard, OR, 97223
$229,937,3832887
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Portland, Oregon

QualificationsFirm CRD# 290001

Assets Under Management $229,937,383

No. Of Clients288

Clients Per Financial Advisor41

RANGE FINANCIAL GROUP, LLC is a financial advisory firm situated in Tigard, Oregon. With a nearly $230M assets under management, the firm specializes in crafting personalized retirement planning solutions for 288 clients. The team consists of 7 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
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