Fee Research

What Do Financial Advisors Cost in Oregon?

2026 data · 260 firms · 1,012 advisors · SEC Form ADV filings
01

Market Overview

Total Advisors
1,012
In Oregon
Total Firms
260
Registered firms
Comp. Types Reported
26
Distinct compensation types
02

Compensation Type Breakdown

How firms in Oregon charge for their services, based on Form ADV disclosures.

Percentage of AUM238 firms · 44%
Subscription fees133 firms · 24%
Hourly charges113 firms · 21%
Performance-based fees33 firms · 6%
Commissions7 firms · 1%
Other: A PERCENTAGE OF ASSETS TO WHICH WE CONSULT1 firms · 0%
Other: AS NEGOTIATED WITH CLIENT1 firms · 0%
Other: AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT1 firms · 0%
Other: ASSETS ADVISED BUT NOT MANAGED1 firms · 0%
Other: % ASSETS UNDER ADVISEMENT1 firms · 0%
Other: % BASIS PT. ON PORTFOLIO VALUE1 firms · 0%
Other: CO-ADVISOR & REFERRAL FEES1 firms · 0%
Other: CONSULTING1 firms · 0%
Other: FINANCIAL PLANNING -- FLAT OR HOURLY FEES1 firms · 0%
Other: NEGOTIABLE PROJECT RELATED FEES1 firms · 0%
Other: NEGOTIATED CONSULTING FEE1 firms · 0%
Other: NET WORTH FEES1 firms · 0%
Other: PERCENTAGE OF CAPITAL COMMITTMENTS1 firms · 0%
Other: PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.1 firms · 0%
Other: SERVICE FEE1 firms · 0%
Other: THIRD PARTY ADVISER/MANAGER FEES1 firms · 0%
Other: THIRD PARTY ADVISER REFERRAL FEES1 firms · 0%
Other: THROUGH BUMPED INC. SPONSORS ASSOCIATED WITH THE LOYALTY PROGRAM1 firms · 0%
Other: ANNUAL ACCOUNT FEE1 firms · 0%
Other: ADMINISTRATION FEE1 firms · 0%
Other: $100 ANNUAL SERVICE FEE1 firms · 0%
03

Oregon vs. National

Oregon Advisors
1,012
260 firms
National Total
111,316
27,221 firms
View full national fee analysis →

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