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 Salem is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Salem & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Salem, Oregon, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in Salem, Oregon, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Salem, Oregon have an average of 15 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
TRUE PRIVATE WEALTH ADVISORS, LLC 1781 Liberty Street Se, Suite 200 Salem, OR, 97302 | 164947 | $947,770,664 | 3701 | A Percentage of AUM, Hourly charges, Fixed Fees |
CAPSTONE WEALTH ADVISORS, LLC 2005 Madrona Avenue Se, Salem, OR, 97302 | 287670 | $652,418,704 | 3276 | A Percentage of AUM, Hourly charges, Fixed Fees |
KEUDELL MORRISON WEALTH MANAGEMENT, LLC 235 Front St. Se, Suite 300 Salem, OR, 97301 | 292600 | $633,687,617 | 1804 | A Percentage of AUM |
CAPITAL FINANCIAL PLANNERS 1640 Liberty St Se, Salem, OR, 97302 | 310168 | $204,339,899 | 572 | A Percentage of AUM, Hourly charges |
CLEARVIEW WEALTH ADVISORS, LLC 735 Commercial St Se, Salem, OR, 97301 | 305737 | $178,535,700 | 985 | A Percentage of AUM, Hourly charges, Fixed Fees |
JH ADVISORS 1564 Commercial St. Se, Salem, OR, 97302 | 139587 | $139,179,424 | 372 | A Percentage of AUM, Hourly charges, Fixed Fees |
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