Real Reviews · Tualatin
Top-Reviewed Financial Advisors in Tualatin, OR
What are customers actually saying? Read verified reviews for financial advisors in Tualatin — every rating is from a real customer.
As of July 2026, RatingsNearMe ranks 8 financial advisors in Tualatin, OR by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Goal Line Financial with a 3.5-star rating from 8 Google reviews and an RNM Score of 45/100. Also in the top tier: Edward Jones - Financial Advisor: Michele D Kaiser and Edward Jones - Financial Advisor: Steve Kunkle, AAMS®. The average rating across all listed financial advisors in Tualatin is 4.6 stars from 3 reviews per business on average.
Financial advisors in Tualatin 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.
Local Market Snapshot
8
Businesses listed
4.6★
Avg rating
3
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
A financial advisor in Tualatin with a 3.5-star rating from eight Google reviews.
8215 SW Tualatin-Sherwood Rd #200, Tualatin, OR 97062, USAA Tualatin financial advisor with a flawless 5.0-star rating based on one review.
8100 SW Nyberg St Suite 105, Tualatin, OR 97062, USATop-rated Tualatin financial advisor with a perfect 5.0 score from initial client reviews.
8100 SW Nyberg St #120, Tualatin, OR 97062, USAFinancial Advisors Rankings in Tualatin, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Goal Line Financial8215 SW Tualatin-Sherwood Rd #200, Tualatin, OR 97062, USA | 3.5★ | 8 |
| #2 | Edward Jones - Financial Advisor: Michele D Kaiser8100 SW Nyberg St Suite 105, Tualatin, OR 97062, USA | 5.0★ | 1 |
| #3 | Edward Jones - Financial Advisor: Steve Kunkle, AAMS®8100 SW Nyberg St #120, Tualatin, OR 97062, USA | 5.0★ | 1 |
| #4 | Edward Jones - Financial Advisor: Gregory Schmidt, CFP®12205 SW Tualatin Rd Ste 205, Tualatin, OR 97062, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Chuck Britton, CFP®20015 SW Pacific Hwy UNIT 203, Sherwood, OR 97140, USA | 5.0★ | 1 |
| #6 | Kunkle Financial Management8100 SW Nyberg St #120, Tualatin, OR 97062, USA | — | — |
| #7 | Nexus Strategic Wealth18840 SW Boones Ferry Rd #310, Tualatin, OR 97062, USA | — | — |
| #8 | U.S. Bancorp Advisors - Financial Advisors: Tualatin7755 SW Nyberg St, Tualatin, OR 97062, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Tualatin
No ratings yet, as this advisor has no Google reviews to share.
12205 SW Tualatin Rd Ste 205, Tualatin, OR 97062, USA
Earning a perfect 5.0-star rating from its early clients in Tualatin.
20015 SW Pacific Hwy UNIT 203, Sherwood, OR 97140, USA
No online reviews yet; contact them directly to learn about their services.
8100 SW Nyberg St #120, Tualatin, OR 97062, USA
Holistic financial guidance for Tualatin residents; no client reviews yet.
18840 SW Boones Ferry Rd #310, Tualatin, OR 97062, USA
This financial advisor has not yet received any Google reviews to establish a rating.
7755 SW Nyberg St, Tualatin, OR 97062, USA
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Financial Advisors in Tualatin, OR — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Goal Line Financial | 45/100 | 3.5 ★ | 8 |
| 2 | Edward Jones - Financial Advisor: Michele D Kaiser | 62/100 | 5.0 ★ | 1 |
| 3 | Edward Jones - Financial Advisor: Steve Kunkle, AAMS® | 62/100 | 5.0 ★ | 1 |
| 4 | Edward Jones - Financial Advisor: Gregory Schmidt, CFP® | 3/100 | — | 0 |
| 5 | Edward Jones - Financial Advisor: Chuck Britton, CFP® | 62/100 | 5.0 ★ | 1 |
| 6 | Kunkle Financial Management | 3/100 | — | 0 |
| 7 | Nexus Strategic Wealth | 3/100 | — | 0 |
| 8 | U.S. Bancorp Advisors - Financial Advisors: Tualatin | 3/100 | — | 0 |
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 Tualatin
What is a fiduciary financial advisor and why does it matter in Tualatin?
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 Tualatin, 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 Tualatin?
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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