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Find Retirement Advisors for Retirement Planning in West Linn, 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 West Linn, Oregon

Last Updated - April 25, 2025

West Linn has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in West Linn, Oregon have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in West Linn, Oregon

VERIFIED

Matt Ebeling
CFP^®
Fort Vancouver Investment Management, LLC

Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65

Minimum Assets Required
$500,000

Address

1601 Officers Row,
Vancouver, WA 98661 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management

Compensation/Fee

Fee-Only, Based on Assets

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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

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Top 3 Retirement Planning firms in West Linn, Oregon (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1969 Willamette Falls Drive, #200, West Linn, OR, 97068	$426,823,705	930	8	A percentage of AUM, Hourly charges, Fixed fees
2	1742 Willamette Falls Dr, West Linn, OR, 97068	$304,646,230	669	5	A percentage of AUM, Hourly charges, Fixed fees
3	1914 Willamette Falls Dr., Suite 180 West Linn, OR, 97068	$113,868,878	332	1	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in West Linn, Oregon

ETESIAN WEALTH ADVISORS, INC.

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QualificationsFirm CRD# 152127

Assets Under Management $426,823,705

No. Of Clients930

Clients Per Financial Advisor116

ETESIAN WEALTH ADVISORS, INC. is a financial advisory firm situated in West Linn, Oregon. With a nearly $427M assets under management, the firm specializes in crafting personalized retirement planning solutions for 930 clients. The team consists of 8 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

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VERIDAN WEALTH

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QualificationsFirm CRD# 329666

Assets Under Management $304,646,230

No. Of Clients669

Clients Per Financial Advisor134

VERIDAN WEALTH is a financial advisory firm situated in West Linn, Oregon. With a nearly $305M assets under management, the firm specializes in crafting personalized retirement planning solutions for 669 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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PACIFIC COAST INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 137963

Assets Under Management $113,868,878

No. Of Clients332

Clients Per Financial Advisor332

PACIFIC COAST INVESTMENT ADVISORS, LLC is a financial advisory firm situated in West Linn, Oregon. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 332 clients. The team consists of 1 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

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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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