HomeDirectoryOregonClackamasFinancial AdvisorsRoot Mortgage
Financial Advisors

Root Mortgage

Financial Advisor serving Clackamas, Oregon · 1 of 7 financial advisors in the area

📍 8800, Southeast Sunnyside Road, Clackamas, OR, 97015
📞 +1-503-208-••••
Map
📍 8800, Southeast Sunnyside Road, Clackamas, OR, 97015

About Root Mortgage

Root Mortgage is a financial advisor located in Clackamas, Oregon. As a local financial advisor, they serve Clackamas and surrounding communities in Oregon. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Clackamas should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Oregon securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Clackamas

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Clackamas may vary based on the scope of work and provider.

Get a Free Quote from Root Mortgage

Tell us about your project and we'll connect you with verified local pros — 100% free.

✓ Your request has been sent! Local pros will contact you shortly.

✅ Tips for Hiring Financial Advisors in Clackamas

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Clackamas?
Financial Advisors in Clackamas typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Clackamas?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 7 financial advisors in Clackamas to choose from.
Does Root Mortgage offer free quotes?
Contact Root Mortgage directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Clackamas

White Horse Capital Management

8800, Southeast Sunnyside Road, Clackamas, OR, 97015

IMS CAPITAL MANAGEMENT

9200 SE SUNNYBROOK BOULEVARD, CLACKAMAS, OR 97015

PINNACLE WEALTH ADVISORS

9200 SE SUNNYBROOK BOULEVARD, CLACKAMAS, OR 97015

SUMMA GLOBAL ADVISORS, LLC

12901 SE 97TH AVE, CLACKAMAS, OR 97015

STANGIER WEALTH MANAGEMENT

12550 SE 93RD AVE, CLACKAMAS, OR 97015

TRUE NORTH RETIREMENT ADVISORS, LLC

10151 SE SUNNYSIDE ROAD