Interactive Wealth Advisors, Inc.

The Retire Early Company

Financial advisor in Portland, OR (show on map)

5.0

★★★★★

7 reviews

Fee-only Registered Investment Advisor in Portland, OR, helping high-tech professionals retire early with objective financial planning and investment management.

Call (503) 575-1953

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About

Interactive Wealth Advisors is a Registered Investment Advisory firm in Oregon and Washington, founded on the principles of Independence, Excellence, Respect, and Service. We serve busy professionals and executives in demanding high-tech industries like semiconductors, manufacturing, and information technology who want to retire in their early 50s or 60s.

Our fee-only, fiduciary model means we receive no commissions, referral fees, or side deals—we are compensated solely by our clients. We follow the stringent fee-only standards of the National Association of Personal Financial Advisors and offer a transparent fee schedule based on assets under management. Our PlanCycle90 process includes discovery, analysis, what-if scenario planning, and implementation/tracking to ensure nothing falls through the cracks.

Fee-only, no commissions or referral fees

Fiduciary oath putting clients first

PlanCycle90 proprietary process

Risk model explicitly designed for early retirement

Deep-value investment approach with individual stocks, ETFs, bonds, and no-load mutual funds

No conflicts of interest—no insurance agencies, CPA firms, or product cross-selling

Transparent quarterly fee schedule based on AUM

Services

Investment Management

Portfolio management and investment strategy to drive your financial plan, using a deep-value approach with individual stocks, ETFs, bonds, and no-load mutual funds.

Fee-only advice Fiduciary standard Risk model overlay for early retirement PlanCycle90 tracking

Tax Planning

Integrate business and personal tax planning to find synergies that provide tax and retirement planning opportunities.

Business and personal integration Tax optimization Oregon tax consulting Charitable planning support

Wealth Management

Comprehensive wealth management including investment advice, pension planning, estate planning, and tax planning in Portland, Oregon.

Holistic financial planning Pension planning Estate planning integration Portland, OR based

Fiduciary Financial Advisory

Transparent and trustworthy fiduciary advisory service with personalized financial strategies and no conflicts of interest.

Fee-only compensation No commissions or referral fees Fiduciary oath Transparent fee schedule

Estate Planning

Custom estate planning solutions including wills, trusts, trust administration, and estate tax planning to protect your family and assets.

Simple wills and advanced trusts Trust administration Estate tax planning Family dynamics consideration

Retirement Planning

Process aimed at saving enough money for retirement, developing strategies to fully achieve retirement goals.

Early retirement focus Pre and post retirement portfolios Social Security and Medicare navigation Income and growth strategies

Credentials & Certifications

CFP®

Registered Investment Advisor

Fiduciary Oath

National Association of Personal Financial Advisors member

Reviews

Rating

★★★★★

Reviews

"We are not able to work with him at this point but wow, he was so helpful!"

Frequently Asked Questions

What makes Interactive Wealth Advisors different from other financial advisors? +

We are a fee-only fiduciary who receives no commissions, referral fees, or side deals. We follow the stringent fee-only standards of the National Association of Personal Financial Advisors and have no conflicts of interest.

What is the PlanCycle90 process? +

PlanCycle90 is our four-step process: discovery, analysis, what-if scenario planning, and implementation/tracking. It is designed to simplify your life and ensure nothing falls through the cracks as your plans adjust over time.

How are your fees structured? +

We are a fee-only advisor with a transparent fee schedule based on assets under management, ranging from 1.25% on the first $499,999 down to 0.45% on assets above $10 million. We bill quarterly in arrears.

Do you receive commissions from insurance or annuity products? +

No. We do not receive commissions from the sale of any life insurance or annuity product. We do not own part of an insurance agency and do not sell commission-based products.

Who are your typical clients? +

Our clients are busy professionals and executives in high-tech industries like semiconductors, manufacturing, and information technology who want to retire in their early 50s or 60s.

What services do you offer? +

We offer investment management, tax planning, wealth management, fiduciary financial advisory, estate planning, charitable planning, and business owner financial planning.

Are you a fiduciary? +

Yes. We are a Registered Investment Advisor and take a fiduciary oath to put our clients' interests above everything else. We are one of the few companies in Portland to do so.

Where are you located and who do you serve? +

We are based in Portland, Oregon at 121 SW Morrison St., Suite 905, and serve clients in Oregon, Washington, and nationwide.