Same Day · Sherwood
Same-Day Financial Advisors in Sherwood, OR
Can't wait a week? These financial advisors in Sherwood offer same-day or next-day appointments. Call now to check availability.
As of July 2026, RatingsNearMe ranks 7 financial advisors in Sherwood, OR by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Foster & Associates Inc with a 5.0-star rating from 6 Google reviews and an RNM Score of 69/100. Also in the top tier: Edward Jones - Financial Advisor: Mario E Montiel, ChFC®|AAMS® and Edward Jones - Financial Advisor: Darin M Duke. The average rating across all listed financial advisors in Sherwood is 5 stars from 4 reviews per business on average.
Financial advisors in Sherwood typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 5, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
7
Businesses listed
5★
Avg rating
4
Avg reviews
Jul 5, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from six Google reviews in Sherwood, OR.
25195 SW Parkway Ave #201, Wilsonville, OR 97070, USAExceptional 5.0-star rating based on 3 Google reviews.
5605 Inland Shores Way N Suite 104, Keizer, OR 97303, USAExceptional 5.0-star rating from three Google reviews in Sherwood, OR.
3859 River Rd N, Keizer, OR 97303, USAFinancial Advisors Rankings in Sherwood, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Foster & Associates Inc25195 SW Parkway Ave #201, Wilsonville, OR 97070, USA | 5.0★ | 6 |
| #2 | Edward Jones - Financial Advisor: Mario E Montiel, ChFC®|AAMS®5605 Inland Shores Way N Suite 104, Keizer, OR 97303, USA | 5.0★ | 3 |
| #3 | Edward Jones - Financial Advisor: Darin M Duke3859 River Rd N, Keizer, OR 97303, USA | 5.0★ | 3 |
| #4 | EdwardJones20055 SW Pacific Hwy, Sherwood, OR 97140, USA | — | — |
| #5 | Trinity Wealth Strategies23156 SW Greengate Pl, Sherwood, OR 97140, USA | — | — |
| #6 | Trillium Valley Financial Planning29459 SW Ladd Hill Rd, Sherwood, OR 97140, USA | — | — |
| #7 | Sherwood Wealth Management23219 SW Pine St, Sherwood, OR 97140, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Sherwood
No client reviews yet; contact this local financial advisor to learn about their services.
20055 SW Pacific Hwy, Sherwood, OR 97140, USA
No ratings yet; check back after this Sherwood financial advisor earns Google reviews.
23156 SW Greengate Pl, Sherwood, OR 97140, USA
This financial advisor has no online ratings yet from Google reviews.
29459 SW Ladd Hill Rd, Sherwood, OR 97140, USA
Independent financial advisor in Sherwood, OR, with no online reviews yet.
23219 SW Pine St, Sherwood, OR 97140, USA
Get Free Quotes
We'll connect you with the top financial advisors in Sherwood, OR.
Financial Advisors in Sherwood, OR — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Foster & Associates Inc | 69/100 | 5.0 ★ | 6 |
| 2 | Edward Jones - Financial Advisor: Mario E Montiel, ChFC®|AAMS® | 66/100 | 5.0 ★ | 3 |
| 3 | Edward Jones - Financial Advisor: Darin M Duke | 66/100 | 5.0 ★ | 3 |
| 4 | EdwardJones | 3/100 | — | 0 |
| 5 | Trinity Wealth Strategies | 3/100 | — | 0 |
| 6 | Trillium Valley Financial Planning | 3/100 | — | 0 |
| 7 | Sherwood Wealth Management | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Sherwood to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
Frequently Asked Questions — Financial Advisors in Sherwood
What is a fiduciary financial advisor and why does it matter in Sherwood?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Sherwood, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Sherwood?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 5, 2026.
More Home Services in Sherwood
Related Searches
More ways to find financial advisors in Sherwood
Financial Advisors in nearby cities