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Real Reviews · Oregon City
Top-Reviewed Financial Advisors in Oregon City, TX
What are customers actually saying? Read verified reviews for financial advisors in Oregon City — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Oregon City, TX by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Kristi L Trevino, CFP®|ChFC® with a 5.0-star rating from 1 verified reviews. Also in the top tier: Western Finance and Edward Jones - Financial Advisor: Blake K McCormack. The average rating across all listed financial advisors in Oregon City is 4.9 stars from 35 reviews per business on average.
Financial advisors in Oregon City typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
35
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Kristi L Trevino, CFP®|ChFC®
2312 Calder Dr Suite C, League City, TX 77573, USA
Western Finance
816 W Main St, League City, TX 77573, USA
Edward Jones - Financial Advisor: Blake K McCormack
1005 W Main St, League City, TX 77573, USA
Financial Advisors Rankings in Oregon City, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Kristi L Trevino, CFP®|ChFC®2312 Calder Dr Suite C, League City, TX 77573, USA | 5.0★ | 1 |
| #2 | Western Finance816 W Main St, League City, TX 77573, USA | 4.9★ | 168 |
| #3 | Edward Jones - Financial Advisor: Blake K McCormack1005 W Main St, League City, TX 77573, USA | — | — |
| #4 | Edward Jones - Financial Advisor: Travis M Magliolo312 Farm to Market 517 Rd W, Dickinson, TX 77539, USA | 5.0★ | 3 |
| #5 | Edward Jones - Financial Advisor: Keith Raney, CFP®|ChFC®2750 W Main St Suite B, League City, TX 77573, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Rick Sparks, CFP®3027 Marina Bay Dr # 204, League City, TX 77573, USA | — | — |
| #7 | Oath Planning - League City Wealth Management & Financial Advisors2600 South Shore Blvd Suite 370, League City, TX 77573, USA | 5.0★ | 1 |
| #8 | Mercer Advisors - League City2600 South Shore Blvd #300, League City, TX 77573, USA | — | — |
| #9 | Trajan Wealth2600 South Shore Blvd #300, League City, TX 77573, USA | 5.0★ | 2 |
| #10 | Third Coast Wealth Management2600 South Shore Blvd, League City, TX 77573, USA | 4.2★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Oregon City
Edward Jones - Financial Advisor: Travis M Magliolo
312 Farm to Market 517 Rd W, Dickinson, TX 77539, USA
Edward Jones - Financial Advisor: Keith Raney, CFP®|ChFC®
2750 W Main St Suite B, League City, TX 77573, USA
Edward Jones - Financial Advisor: Rick Sparks, CFP®
3027 Marina Bay Dr # 204, League City, TX 77573, USA
Oath Planning - League City Wealth Management & Financial Advisors
2600 South Shore Blvd Suite 370, League City, TX 77573, USA
Mercer Advisors - League City
2600 South Shore Blvd #300, League City, TX 77573, USA
Trajan Wealth
2600 South Shore Blvd #300, League City, TX 77573, USA
Third Coast Wealth Management
2600 South Shore Blvd, League City, TX 77573, USA
Edward Jones - Financial Advisor: Skyler W Childress, CFP®|CRPC™
2525 South Shore Blvd UNIT 204, League City, TX 77573, USA
Texas Wealth Management LLC
18333 Egret Bay Blvd # 600, Houston, TX 77058, USA
MDT Financial Advisors, LLC
455 E Medical Center Blvd #115, Webster, TX 77598, USA
Wilson Wealth Advisors - Ameriprise Financial Services, LLC
711 W Bay Area Blvd #400, Webster, TX 77598, USA
Presidio Financial
711 W Bay Area Blvd # 212, Webster, TX 77598, USA
David G Wilson - Private Wealth Advisor, Ameriprise Financial Services, LLC
711 W Bay Area Blvd #400, Webster, TX 77598, USA
Thalia Christy Savvidis - Financial Advisor, Ameriprise Financial Services, LLC
711 W Bay Area Blvd #400, Webster, TX 77598, USA
David Hergert - Financial Advisor, Ameriprise Financial Services, LLC
1331 Gemini St Ste 202, Houston, TX 77058, USA
Edward Jones - Financial Advisor: Ryan J Klibert
601 W Texas Ave Ste 103, Webster, TX 77598, USA
Selah Financial Services, Inc.
1550 W Bay Area Blvd, Friendswood, TX 77546, USA
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Frequently Asked Questions — Financial Advisors in Oregon City
What is a fiduciary financial advisor and why does it matter in Oregon City?
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 Oregon City, 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 Oregon City?
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 1, 2026.
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