Find The Best Financial Advisors in Beaverton, Oregon

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Beaverton is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Beaverton & pick the one as per your needs

How To Find The Best Financial Advisors in Beaverton , Oregon
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Beaverton, Oregon, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 9 non-vetted financial advisors in Beaverton, Oregon, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Beaverton, Oregon have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Beaverton , Oregon

Top Financial Advisor Firms in Beaverton, Oregon(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
NBC CAPITAL ADVISORS 8625 Sw Cascade Ave.,, Suite 410 Beaverton, OR, 97008	306483	$563,658,467	1995	A percentage of AUM, Fixed fees
CROSS FINANCIAL ADVISORS 16100 Nw Cornell Road #240, Beaverton, OR, 97006	287686	$346,251,122	2773	A percentage of AUM, Hourly charges, Fixed fees
OPTIMA CAPITAL LLC 500 Sw 116th Ave., Beaverton, OR, 97225	310146	$247,698,070	1375	A percentage of AUM, Hourly charges
PHYSICIAN FAMILY FINANCIAL ADVISORS INC 9450 Sw Gemini Dr, Pmb 52736 Beaverton, OR, 97008-7105	138433	$228,691,735	593	Fixed fees
DEFINED WEALTH MANAGEMENT, LLC 8625 Sw Cascade Ave., Suite 410 Beaverton, OR, 97008	306779	$197,260,210	501	A percentage of AUM, Fixed fees
GRANGE CAPITAL, LLC 6600 Sw 105th Ave,, Suite 220 Beaverton, OR, 97008	131699	$170,641,000	663	A percentage of AUM
NORTH RIDGE 8285 Sw Nimbus Avenue, Suite 155 Beaverton, OR, 97008	157516	$163,962,204	543	A percentage of AUM
ROI FINANCIAL 14675 Sw Millikan Way, Beaverton, OR, 97003	160100	$161,571,742	1165	A percentage of AUM, Hourly charges, Fixed fees
CAPITOL FAMILY OFFICE, INC. 1500 Nw Bethany Blvd., Suite 200 Beaverton, OR, 97006	312005	$136,525,270	524	A percentage of AUM, Fixed fees

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