Advisor at Capital Financial Planners
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Firm
Capital Financial Planners
Location
Salem, OR 97302
Credentials
CFP®, Series 66
Industry experience
24 years
Barrigan Nelson is a CFP® and holds a Series 66 designation with 24 years of industry experience. He has been with Capital Financial Planners since 2007 and previously worked at Kms Financial Services, Inc. from 2001 to 2020. Capital Financial Planners serves individual and high-net-worth clients as well as employee benefit plans, providing discretionary wealth management, standalone financial planning, and retirement plan consulting. The firm employs a fiduciary, custom-tailored investment approach based on Modern Portfolio Theory and broad diversification, utilizing third-party independent managers and platforms such as Charles Schwab and AssetMark.
Based on Capital Financial Planners
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.25% annually $10,000,001+: Negotiable
$250 - $350 per hour for stand-alone financial planning services
Account minimum: $1,000,000 Fee-only: Hourly fees ranging from $250 - $350 per hour for stand-alone financial planning services; wealth management clients generally receive these services at no extra charge.
1640 Liberty St Se
Salem, OR 97302
Oregon · Texas
Capital Financial Planners, LLC
2007 - Present (19 years)
Kms Financial Services, Inc.
2003 - 2020 (17 years)
Kms Financial Services, Inc
2001 - 2020 (19 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Salem, OR
Collective Wealth Planning
My work as a financial planner is grounded in two core values: growth and connection. I believe financial planning is most powerful when it helps people grow into the next chapter of their lives and reconnect with what matters most to them. I’ve lived in Oregon most of my life, have called Salem home since 2007, and have worked in financial planning since 2013. I bring both technical expertise and deep local knowledge to my work, particularly for retirees and Oregon public employees navigating complex benefit decisions. Money is both practical and emotional, so my approach runs in parallel: we work through the numbers and the human side of financial decisions. My role is not to dictate outcomes, but to serve as a facilitator and guide—helping clients co-create a financial plan that supports their values, priorities, and sense of purpose.
Series 63, Series 66
Salem, OR
Difi Advisory
CFP®, Series 66
Salem, OR
Capital Financial Planners
Series 65
Salem, OR
JH Advisors
Series 66
Salem, OR
JGC Tax & Wealth Management
Series 65
Salem, OR
JGC Tax & Wealth Management
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