Low Cost · Tigard

Cheap Financial Advisors in Tigard, OR — Best Prices

Compare financial advisors prices in Tigard to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.

As of July 2026, RatingsNearMe ranks 16 financial advisors in Tigard, OR by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Succession Resource Group with a 4.9-star rating from 73 Google reviews and an RNM Score of 80/100. Also in the top tier: Firenze Wealth Management and Mariner. The average rating across all listed financial advisors in Tigard is 4.9 stars from 7 reviews per business on average.

Financial advisors in Tigard typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Best Overall

Firenze Wealth Management

Firenze Wealth Management stands out as a top-ranked firm due to its comprehensive financial planning services and strong local reputation in Tigard.

Most Reviewed

Foundation Financial - Kevin Kirkpatrick, Certified Financial Planner

A high number of reviews often reflects a broad base of client experiences and helps new clients gauge service quality.

When choosing a financial advisor in Tigard, consider your specific needs such as retirement planning, investment management, or tax strategies. It's advisable to interview multiple advisors, check their credentials, and verify their fee structures to ensure a good fit.

Filter:

Local Market Snapshot

16

Businesses listed

4.9★

Avg rating

7

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

4.9(73 reviews)

Tigard financial advisor with a 4.9-star rating from 73 Google reviews.

12570 SW 69th Ave Suite 100, Portland, OR 97223, USA
5.0(6 reviews)

Exceptional 5.0-star rating from six Google reviews for Tigard financial advising.

16083 SW Upper Boones Ferry Rd Suite 250, Tigard, OR 97224, USA
5.0(3 reviews)

Exceptional 5.0-star rating from 3 Google reviews.

8050 SW Pfaffle St STE 100, Tigard, OR 97223, USA

Financial Advisors Rankings in Tigard, OR

#BusinessRatingReviews
#1Succession Resource Group12570 SW 69th Ave Suite 100, Portland, OR 97223, USA4.973
#2Firenze Wealth Management16083 SW Upper Boones Ferry Rd Suite 250, Tigard, OR 97224, USA5.06
#3Mariner8050 SW Pfaffle St STE 100, Tigard, OR 97223, USA5.03
#4Aspasia Wealth Management6830 SW Atlanta St Suite 102, Tigard, OR 97223, USA5.02
#5Price Financial Group7160 SW Fir Loop #201, Tigard, OR 97223, USA5.02
#6Edward Jones - Financial Advisor: Kelly Hovland, CFP®13535 SW 72nd Ave #130, Tigard, OR 97223, USA4.33
#7SMB Financial Services11535 SW 67th Ave, Tigard, OR 97223, USA5.02
#8Beyond Wealth Management7455 SW Bridgeport Rd #220, Tigard, OR 97224, USA5.01
#9Resource Financial Planning, Inc.1 Lincoln Center, 10300 SW Greenburg Rd #200, Portland, OR 97223, USA5.01
#10Financial Reserve12725 SW 66th Ave #102, Portland, OR 97223, USA5.02

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Tigard

4
5.0· 2 reviews

A 5.0-star rating from 2 reviews reflects exceptional client satisfaction.

6830 SW Atlanta St Suite 102, Tigard, OR 97223, USA

5
5.0· 2 reviews

5.0 stars from 2 reviews, reflecting exceptional client satisfaction.

7160 SW Fir Loop #201, Tigard, OR 97223, USA

6
4.3· 3 reviews

Rated 4.3 stars from 3 Google reviews, a solid local choice for financial guidance.

13535 SW 72nd Ave #130, Tigard, OR 97223, USA

7
5.0· 2 reviews

5.0-star rating from two Google reviews reflects exceptional client satisfaction.

11535 SW 67th Ave, Tigard, OR 97223, USA

8
5.0· 1 reviews

5.0-star rating from clients, reflecting exceptional service in Tigard.

7455 SW Bridgeport Rd #220, Tigard, OR 97224, USA

9
5.0· 1 reviews

Exceptional 5.0-star rating based on a small number of client reviews.

1 Lincoln Center, 10300 SW Greenburg Rd #200, Portland, OR 97223, USA

10
5.0· 2 reviews

Exceptional 5.0-star rating from two Google reviews, reflecting strong client satisfaction.

12725 SW 66th Ave #102, Portland, OR 97223, USA

11
5.0· 2 reviews

Consistently earns a perfect 5.0-star rating from satisfied clients.

7307 SW Beveland St Suite 200, Portland, OR 97223, USA

12
5.0· 1 reviews

Rated 5.0 stars from a handful of Google reviews.

9600 SW Oak St # 560, Tigard, OR 97223, USA

13
5.0· 1 reviews

Exceptional 5.0-star rating from several glowing Google reviews.

12703 SW 67th Ave, Tigard, OR 97223, USA

14
5.0· 1 reviews

Exceptional 5.0-star rating based on early client feedback in Tigard.

10300 SW Greenburg Rd # 550, Portland, OR 97223, USA

15
· 0 reviews

A local financial advisor in Tigard with no customer reviews yet on Google.

6855 SW Baylor St, Tigard, OR 97223, USA

16
5.0· 1 reviews

Exceptional 5.0-star rating from several Google reviews.

16037 SW Upper Boones Ferry Rd Suite 195, Tigard, OR 97224, USA

Data from Google Business listings
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Financial Advisors in Tigard, OR — Compared

#BusinessRNM ScoreRatingReviews
1Succession Resource Group80/1004.9 ★73
2Firenze Wealth Management69/1005.0 ★6
3Mariner66/1005.0 ★3
4Aspasia Wealth Management64/1005.0 ★2
5Price Financial Group64/1005.0 ★2
6Edward Jones - Financial Advisor: Kelly Hovland, CFP®54/1004.3 ★3
7SMB Financial Services64/1005.0 ★2
8Beyond Wealth Management62/1005.0 ★1
9Resource Financial Planning, Inc.62/1005.0 ★1
10Financial Reserve64/1005.0 ★2

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026

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Frequently Asked Questions — Financial Advisors in Tigard

What is a fiduciary financial advisor and why does it matter in Tigard?

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 Tigard, 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 Tigard?

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.

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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 4, 2026.

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About This Financial Advisors Directory — Tigard, OR

This page lists and ranks 16 financial advisors serving Tigard, OR as of July 2026. The average verified rating across all listings is 4.9 stars, with an average of 7 customer reviews per business. The top-ranked financial advisors in Tigard by our algorithm is Succession Resource Group (4.9 stars, 73 reviews). Financial advisors in Tigard typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Tigard: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the OR licensing board before hiring.

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