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AIO Fee Only Financial AdvisorsFinancial advisor in Lake Oswego, OR

AIO Fee Only Financial Advisors is a financial advisor at 5200 SW, Meadows Rd #200, Lake Oswego, OR 97035, ranked #10 of 44 stockbrokers in Lake Oswego and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lake Oswego, ORUpdated 0 paid placements in any rankingHow we rank

Call (503) 714-3797Website ↗

Key facts

Key facts about AIO Fee Only Financial Advisors
Address5200 SW, Meadows Rd #200, Lake Oswego, OR 97035Get directions
Phone(503) 714-3797
Websiteaiofinancial.com
HoursMonday: 8 AM – 7 PM; Tuesday to Friday: 8 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsadditional Google category
  • Stockbrokersadditional Google category

Service area

Serves Lake Oswego and 11 towns within 25 miles: Tigard, Tualatin, Oak Grove, Milwaukie, Beaverton, Oatfield, West Linn, Sherwood, Gladstone, Oregon City and Portland.

Based in Lake Oswego, ORView on map

Opening hours

Opening hours for AIO Fee Only Financial Advisors
DayHours
Monday8 AM – 7 PMevening
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays — no
  • Open Sundays — no

Questions about AIO Fee Only Financial Advisors

How is AIO Fee Only Financial Advisors ranked in Lake Oswego?

AIO Fee Only Financial Advisors is ranked #10 of 44 stockbrokers in Lake Oswego by RFA Score, with 59 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are AIO Fee Only Financial Advisors’ hours?

AIO Fee Only Financial Advisors is open Monday to Friday. Its listed hours are Monday, 8 AM – 7 PM; Tuesday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does AIO Fee Only Financial Advisors serve?

Serves Lake Oswego and 11 towns within 25 miles: Tigard, Tualatin, Oak Grove, Milwaukie, Beaverton, Oatfield, West Linn, Sherwood, Gladstone, Oregon City and Portland. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about AIO Fee Only Financial Advisors?

AIO Fee Only Financial Advisors has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact AIO Fee Only Financial Advisors?

Call AIO Fee Only Financial Advisors on (503) 714-3797. The business is at 5200 SW, Meadows Rd #200, Lake Oswego, OR 97035. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

AIO Fee Only Financial Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
AIO Fee Only Financial Advisors (this business)—595.0 (4)NoNo
Charles Schwab#8603.4 (23)NoNo6.8 mi
Edward Jones - Financial Advisor: Pia D Meyer#9605.0 (14)NoNo17.4 mi
Edward Jones - Financial Advisor: Christian Garcia, CEPA®#11595.0 (6)NoNo6.3 mi

See all 44 ranked stockbrokers in Lake Oswego