Corvallis, OR

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Corvallis, OR
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Best Financial Advisors in Corvallis, OR

24 firms listed · 8 in Corvallis · 1 open weekends · 17 rated 4.5+ · 1 shows a license

Data verified October 16, 2026

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Clarity Wealth Development

Clarity Wealth Development

(2)
“I would recommend Clarity Wealth Development's services to anyone looking for sound financial advice, because not only do they produce results, but they make you feel like one of their family as well.”
Accepts All Major Credit Cards
BBB Rating: A+
In Business Since 2014
262 NW Polk Ave, Corvallis, OR
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Vantage Wealth Management

Vantage Wealth Management

(7)
  • Insurance
“Vantage fees like family plus they have saved us so much money on our auto insurance.”
In Business Since 2022
545 SW 2nd St Ste D, Corvallis, OR
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Witt Consulting

Witt Consulting

(6)
“Their knowledgeable staff has been wonderful to work with and continues to help us navigate all the difficulties that come with tax and financial management as a growing company.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 2008
572 NW Van Buren Ave, Corvallis, OR
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Scott Meeker CPA

Scott Meeker CPA

(3)
“Thank you for being so helpful and knowledgeable.”
In Business Since 2010
2045 NW Grant Ave, Corvallis, OR
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Tax & Wealth Management Corvallis CPA & Financial

Tax & Wealth Management Corvallis CPA & Financial

(3)
“Wonderful company with friendly and caring staff!”
In Business Since 2007
2334 NW Professional Dr, Corvallis, OR
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Willamette Investment Advisors

Willamette Investment Advisors

In Business Since 2013
520 NW Oak Ave, Corvallis, OR
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The 24 firms listed for Corvallis, OR provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Corvallis, OR

Of the 24 firms we list here, 8 are in Corvallis itself and 16 come from Salem (12, 27 mi), Albany (3, 10 mi) and Stayton (1, 29 mi). 21 of the firms on this page have a rating, from 3.9 to 5.0 across 108 reviews; 17 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a license on its website and 4 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 23 publish a contact page; 16 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Corvallis offer a free first meeting?

2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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Turman Financial Group

Turman Financial Group

In Business Since 2007
343 NW 7th St, Corvallis, OR
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PLC Asset Management

PLC Asset Management

Transparent Fees & Pricing
In Business Since 2005
BOSWORTH HOUSE, 833 NW Buchanan Ave, Corvallis, OR
FAQs
Can you accommodate the need for regular monthly or quarterly withdrawals?
No problem. We can set up automatic transfers to a bank account or provide you with checking/debit card access to the cash portion of your investment account. Spending assumptions can be built in to the asset allocation and position size calculations that drive our process to ensure that cash needs are provided for while allowing the rest of the portfolio to be managed according to plan.
Will you work on an hourly basis instead of a management fee?
In some project-oriented circumstances, consultation on an hourly basis is possible. This arrangement is typically conducted on a short-term or sporadic as-needed basis.
What is your management fee?
For managed accounts, the fee is assessed as a percentage of assets under management. The rate primarily depends on the amount being managed. A general guideline is as follows:
More answers can be found on the FAQ page of our website.
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Boehme Gerald a CPA

Boehme Gerald a CPA

Transparent Fees & Pricing
BBB Rating: A+
In Business Since 1997
937 SE Geary St, Albany, OR
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Keith Wealth Advisors

Keith Wealth Advisors

(4)
“They try to keep me out of trouble and that is a full time job.”
In Business Since 2022
375 Pacific Blvd SW B, Albany, OR
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Edward Jones - Financial Advisor

Edward Jones - Financial Advisor

(1)
“Always great.”
117 W 1st Ave Ste 101, Albany, OR
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Allen Financial Wealth Management / LPL Financial

Allen Financial Wealth Management / LPL Financial

(12)
  • Understanding
“Now that we are both retired Tim continues to advise us in our investments as well as insuring that we both receive the income we need to maintain our life style.”
BBB Rating: A+
In Business Since 1996
2651 Commercial St SE #2, Salem, OR
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Professional Benefit Services

Professional Benefit Services

(17)
  • Prices
  • Company
  • Plan
“I've always been able to get in touch with them when necessary and always get my questions answered to my satisfaction.”
Family Business
Transparent Fees & Pricing
In Business Since 2000
1193 Royvonne Ave SE # 22, Salem, OR
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Modewealth

Modewealth

(7)
  • Communication
  • Team
  • Plan
“During my very first tax planning appointment, I was provided with a portion of my plan that saved me way more money than the fee I paid Mode Wealth to do my tax plan in the first place…and that was just the first of several tax planning visits!”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2018
5778 Commercial St SE ste 250, Salem, OR
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Maps Investments - Hines Branch

Maps Investments - Hines Branch

Transparent Fees & Pricing
NMLS #462882
Offers Financing Options
In Business Since 1995
1900 Hines St SE, Salem, OR
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Great Oak Advisors

Great Oak Advisors

(3)
“He and his partners have gone out of their way to provide professional, ethical, and educational services during my years of raising children, obtaining college degrees, buying and selling of houses and all that has gone on in between.”
Accepts All Major Credit Cards
In Business Since 2010
3468 Liberty Rd S, Salem, OR
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Summit Wealth Management

Summit Wealth Management

(1)
“I live in Portland and only get there in person a few times a year, but, I feel like I can always call or e-mail”
In Business Since 2014
1500 Liberty St SE # 250, Salem, OR
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Littlejohn Financial

Littlejohn Financial

Free Initial Consultation
In Business Since 2010
1695 Commercial St SE, Salem, OR
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Capstone Wealth Advisors

Capstone Wealth Advisors

(2)
“He's been my advisor for over 12 years.”
In Business Since 2012
2005 Madrona Ave SE, Salem, OR
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Capital Financial Planners

Capital Financial Planners

(1)
“Helped us see the true value of the right financial advisor.”
In Business Since 2009
1640 Liberty St SE, Salem, OR
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Bain Wealth Management

Bain Wealth Management

(2)
“They are so kind and have went above and beyond to answer questions and help where ever they can.”
In Business Since 1990
4085 Hager St SE Suite 100, Salem, OR
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North Star Retirement

North Star Retirement

(4)
  • Benefits
  • Seminar
  • Information
“Peggy had created a customized Social Security Timing retirement plan that showed me three options on when to begin pulling social security and what the benefits would be with each choice.”
In Business Since 2022
698 12th St SE #105, Salem, OR
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Cascade Pacific Financial Planners

Cascade Pacific Financial Planners

Accepts Check, Debit
In Business Since 1981
195 Owens St S, Salem, OR
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Lulay Financial

Lulay Financial

(1)
“I receive the quality information that I need so that I'm able to make the best decision that I can with the most accurate and available information.”
In Business Since 1998
Serving Corvallis Area
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HomeWealth Management AdvisorsOregonCorvallis, OR

Retirement Planning and Investment Management Services in Corvallis, OR Cost Estimates

Minimum cost
$1065
Maximum cost
$9045
National Average
$3193
Avg Per Hour Rates
$320
$2129
$5853
Typical price range is based on 376 cost profiles
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Average Cost $3193
Minimum cost $1065
Maximum cost $9045
Avg Per Hour Rates $320

Typical range $2129 to $5853 is based on 376 cost profiles.

Why these companies made our list

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