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Find Retirement Advisors for Retirement Planning in West Linn, 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 West Linn, Oregon
Last Updated - April 17, 2024West Linn has 2 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 West Linn, Oregon have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in West Linn, Oregon
VERIFIEDMark 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
VERIFIEDMatt Ebeling
CFP®
Fort Vancouver Investment Management, LLC
Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65
Minimum Assets Required
$500,000
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 1 Retirement Planning firms in West Linn, Oregon (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ETESIAN WEALTH ADVISORS, INC. 1969 Willamette Falls Drive, #200, West Linn, OR, 97068 | $258,408,400 | 344 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in West Linn, Oregon
QualificationsFirm CRD# 152127
Assets Under Management $258,408,400
No. Of Clients344
Clients Per Financial Advisor57
ETESIAN WEALTH ADVISORS, INC. is a financial advisory firm situated in West Linn, Oregon. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 344 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
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Bend, Oregon
- Retirement Planners in Eugene, Oregon
- Retirement Planners in Lake Oswego, Oregon
- Retirement Planners in Portland, Oregon
Looking for more choices? Use our free match service to compare retirement planners serving your area.