4.5+ Stars · Tualatin
Highly Rated Financial Advisors in Tualatin, OR
Only the best make this list. These financial advisors in Tualatin have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 8 financial advisors in Tualatin, OR by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Steve Kunkle, AAMS® with a 5.0-star rating from 1 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Michele D Kaiser and Edward Jones - Financial Advisor: Chuck Britton, CFP®. 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 May 17, 2026 · Scored by 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
May 17, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Steve Kunkle, AAMS®
8100 SW Nyberg St #120, Tualatin, OR 97062, USA
Edward Jones - Financial Advisor: Michele D Kaiser
8100 SW Nyberg St Suite 105, Tualatin, OR 97062, USA
Edward Jones - Financial Advisor: Chuck Britton, CFP®
20015 SW Pacific Hwy UNIT 203, Sherwood, OR 97140, USA
Financial Advisors Rankings in Tualatin, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Steve Kunkle, AAMS®8100 SW Nyberg St #120, Tualatin, OR 97062, USA | 5.0★ | 1 |
| #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: Chuck Britton, CFP®20015 SW Pacific Hwy UNIT 203, Sherwood, OR 97140, USA | 5.0★ | 1 |
| #4 | Edward Jones - Financial Advisor: Gregory Schmidt, CFP®12205 SW Tualatin Rd Ste 205, Tualatin, OR 97062, USA | — | — |
| #5 | U.S. Bancorp Advisors - Financial Advisors: Tualatin7755 SW Nyberg St, Tualatin, OR 97062, USA | — | — |
| #6 | Goal Line Financial8215 SW Tualatin-Sherwood Rd #200, Tualatin, OR 97062, USA | 3.5★ | 8 |
| #7 | Kunkle Financial Management8100 SW Nyberg St #120, Tualatin, OR 97062, USA | — | — |
| #8 | Nexus Strategic Wealth18840 SW Boones Ferry Rd #310, Tualatin, OR 97062, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Tualatin
Edward Jones - Financial Advisor: Gregory Schmidt, CFP®
12205 SW Tualatin Rd Ste 205, Tualatin, OR 97062, USA
U.S. Bancorp Advisors - Financial Advisors: Tualatin
7755 SW Nyberg St, Tualatin, OR 97062, USA
Goal Line Financial
8215 SW Tualatin-Sherwood Rd #200, Tualatin, OR 97062, USA
Kunkle Financial Management
8100 SW Nyberg St #120, Tualatin, OR 97062, USA
Nexus Strategic Wealth
18840 SW Boones Ferry Rd #310, Tualatin, OR 97062, USA
Get Free Quotes
We'll connect you with the top financial advisors in Tualatin, OR.
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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.
More Home Services in Tualatin
Related Searches
More ways to find financial advisors in Tualatin
Financial Advisors in nearby cities