10+ Years · Sherwood
Experienced Financial Advisors in Sherwood, OR
Experience matters. These financial advisors in Sherwood have years of proven work behind them — and the reviews to back it up.
As of May 2026, RatingsNearMe ranks 7 financial advisors in Sherwood, OR by verified customer ratings and review volume. The highest-rated is Foster & Associates Inc with a 5.0-star rating from 6 verified reviews. 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 May 17, 2026 · Scored by 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
May 17, 2026
Last updated
Top Rated Financial Advisors
Foster & Associates Inc
25195 SW Parkway Ave #201, Wilsonville, OR 97070, USA
Edward Jones - Financial Advisor: Mario E Montiel, ChFC®|AAMS®
5605 Inland Shores Way N Suite 104, Keizer, OR 97303, USA
Edward Jones - Financial Advisor: Darin M Duke
3859 River Rd N, Keizer, OR 97303, USA
Financial 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 | Sherwood Wealth Management23219 SW Pine St, Sherwood, OR 97140, USA | — | — |
| #5 | Trillium Valley Financial Planning29459 SW Ladd Hill Rd, Sherwood, OR 97140, USA | — | — |
| #6 | Trinity Wealth Strategies23156 SW Greengate Pl, Sherwood, OR 97140, USA | — | — |
| #7 | EdwardJones20055 SW Pacific Hwy, Sherwood, OR 97140, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Sherwood
Sherwood Wealth Management
23219 SW Pine St, Sherwood, OR 97140, USA
Trillium Valley Financial Planning
29459 SW Ladd Hill Rd, Sherwood, OR 97140, USA
Trinity Wealth Strategies
23156 SW Greengate Pl, Sherwood, OR 97140, USA
EdwardJones
20055 SW Pacific Hwy, Sherwood, OR 97140, USA
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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.
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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: May 17, 2026.
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