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 West Linn is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in West Linn & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in West Linn, Oregon, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 3 non-vetted financial advisors in West Linn, Oregon, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in West Linn, Oregon have an average of 22 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 |
---|---|---|---|---|
ETESIAN WEALTH ADVISORS, INC. 1969 Willamette Falls Drive, #200, West Linn, OR, 97068 | 152127 | $426,823,705 | 930 | A percentage of AUM, Hourly charges, Fixed fees |
VERIDAN WEALTH 1742 Willamette Falls Dr, West Linn, OR, 97068 | 329666 | $304,646,230 | 669 | A percentage of AUM, Hourly charges, Fixed fees |
PACIFIC COAST INVESTMENT ADVISORS, LLC 1914 Willamette Falls Dr., Suite 180 West Linn, OR, 97068 | 137963 | $113,868,878 | 332 | A percentage of AUM, Hourly charges, Fixed fees |
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