Best Value · Eugene
Affordable Financial Advisors in Eugene, OR
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As of June 2026, RatingsNearMe ranks 20 financial advisors in Eugene, OR by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Tidepool Wealth Strategies with a 5.0-star rating from 10 Google reviews and an RNM Score of 71/100. Also in the top tier: Financial Freedom Wealth Management Group and Edward Jones - Financial Advisor: Connie Fehlman. The average rating across all listed financial advisors in Eugene is 4.9 stars from 3 reviews per business on average.
Financial advisors in Eugene typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Merrill Lynch Wealth Management
It stands out as a top-ranked firm with comprehensive wealth management services and a strong reputation in Eugene.
Most Reviewed
Merrill Lynch Wealth Management
A high review count indicates a broad base of client experiences, helping prospective clients gauge reliability.
When choosing a financial advisor in Eugene, consider interviewing multiple advisors to ensure their expertise aligns with your financial goals, and verify credentials through FINRA's BrokerCheck.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
3
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Top-rated financial advisor in Eugene with a perfect 5.0-star rating from 10 reviews.
450 Country Club Rd # 350, Eugene, OR 97401, USAEarns a perfect 5.0-star rating from 8 local Google reviews in Eugene.
975 Oak St #670, Eugene, OR 97401, USA5.0 stars from 8 reviews, reflecting consistent top-tier client satisfaction.
2819 Oak St, Eugene, OR 97405, USAFinancial Advisors Rankings in Eugene, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Tidepool Wealth Strategies450 Country Club Rd # 350, Eugene, OR 97401, USA | 5.0★ | 10 |
| #2 | Financial Freedom Wealth Management Group975 Oak St #670, Eugene, OR 97401, USA | 5.0★ | 8 |
| #3 | Edward Jones - Financial Advisor: Connie Fehlman2819 Oak St, Eugene, OR 97405, USA | 5.0★ | 8 |
| #4 | Bright Future Wealth Management - Emily Secord, CFP and Shiloh Powers, CFP (Certified Financial Planners), Cetera Advisors169 W 6th Ave #102, Eugene, OR 97401, USA | — | — |
| #5 | Momentum Financial Advisors2288 Oakmont Way, Eugene, OR 97401, USA | 5.0★ | 5 |
| #6 | Guiding Financial, LLC Financial Planning, Counseling and Coaching for WomenThe District Co-Working Space in 5th Street Alley, 590 Pearl St suite 327, Eugene, OR 97401, USA | 5.0★ | 1 |
| #7 | Voya Financial - Samantha White590 Pearl St Suite 218, Eugene, OR 97401, USA | 5.0★ | 5 |
| #8 | Retirement Planning Group LLC1600 Valley River Dr Ste 150, Eugene, OR 97401, USA | 4.0★ | 4 |
| #9 | Edward Jones - Financial Advisor: Richard W Smith, ChFC®|CEPA®|SE-AWMA®|CRPS™1190 Olive St, Eugene, OR 97401, USA | 5.0★ | 2 |
| #10 | Tetralogy Financial Planning Group1600 Executive Pkwy Suite 230, Eugene, OR 97401, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Eugene
No Google reviews yet for this Eugene financial advisor, so first-hand feedback is unavailable.
169 W 6th Ave #102, Eugene, OR 97401, USA
Exceptional 5.0-star rating based on 5 Google reviews in Eugene.
2288 Oakmont Way, Eugene, OR 97401, USA
Rated 5.0 stars from one glowing Google review, this financial advisor serves Eugene.
The District Co-Working Space in 5th Street Alley, 590 Pearl St suite 327, Eugene, OR 97401, USA
Trusted by local clients with a perfect 5.0-star rating from recent reviews.
590 Pearl St Suite 218, Eugene, OR 97401, USA
A solid 4.0-star rating from a handful of local Google reviews.
1600 Valley River Dr Ste 150, Eugene, OR 97401, USA
A 5.0-star rating from two Google reviews reflects exceptional client satisfaction.
1190 Olive St, Eugene, OR 97401, USA
Earns a perfect 5.0-star rating from a small number of Google reviews.
1600 Executive Pkwy Suite 230, Eugene, OR 97401, USA
Rated 5.0 stars from 2 reviews, reflecting exceptional client satisfaction.
1860 Coburg Rd, Eugene, OR 97401, USA
Earned a perfect 5.0-star rating from early client reviews in Eugene.
975 Oak St Suite 300, Eugene, OR 97401, USA
Rated 5.0 stars from a small number of Google reviews.
800 Willamette St Suite 650, Eugene, OR 97401, USA
Rated 5.0 stars from a handful of client reviews in Eugene.
450 Country Club Rd #200, Eugene, OR 97401, USA
Earns a perfect 5.0 rating from its first few client reviews.
2911 Tennyson Ave #301, Eugene, OR 97408, USA
Consistently earns a perfect 5.0-star rating from delighted local clients.
2710 Willakenzie Rd, Eugene, OR 97401, USA
Earns a perfect 5.0-star rating from its first few client reviews.
4728 Royal Ave, Eugene, OR 97402, USA
Rated 5.0 stars from a small number of local Google reviews.
975 Oak St #975, Eugene, OR 97401, USA
Earns a perfect 5.0-star rating from its initial Google reviews in Eugene.
923 Country Club Rd # 100, Eugene, OR 97401, USA
A Eugene financial advisor with no ratings yet from zero Google reviews.
2292 Oakmont Way, Eugene, OR 97401, USA
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Financial Advisors in Eugene, OR — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Tidepool Wealth Strategies | 71/100 | 5.0 ★ | 10 |
| 2 | Financial Freedom Wealth Management Group | 70/100 | 5.0 ★ | 8 |
| 3 | Edward Jones - Financial Advisor: Connie Fehlman | 70/100 | 5.0 ★ | 8 |
| 4 | Bright Future Wealth Management - Emily Secord, CFP and Shiloh Powers, CFP (Certified Financial Planners), Cetera Advisors | 3/100 | — | 0 |
| 5 | Momentum Financial Advisors | 68/100 | 5.0 ★ | 5 |
| 6 | Guiding Financial, LLC Financial Planning, Counseling and Coaching for Women | 62/100 | 5.0 ★ | 1 |
| 7 | Voya Financial - Samantha White | 68/100 | 5.0 ★ | 5 |
| 8 | Retirement Planning Group LLC | 50/100 | 4.0 ★ | 4 |
| 9 | Edward Jones - Financial Advisor: Richard W Smith, ChFC®|CEPA®|SE-AWMA®|CRPS™ | 64/100 | 5.0 ★ | 2 |
| 10 | Tetralogy Financial Planning Group | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Eugene
What is a fiduciary financial advisor and why does it matter in Eugene?
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 Eugene, 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 Eugene?
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: June 10, 2026.
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