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Financial Planners in Fall River, NS: 2026 rankings

52 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fall River: The Tax Solution, RFA Score 77/100; 5.0★ from 577 Google reviews; open Saturdays until 5 PM.

  2. 3

    Most-reviewed: Gordon Stirrett Wealth Management, 67 Google reviews at 5.0★, the most of 52 ranked after The Tax Solution; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

52 Fall River financial planners are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.3★ across 52 rated firms.

Most of this list also appears on the Financial planners in Halifax ranking. See Financial planners in Halifax

Top 10 financial planners in Fall River at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Fall River at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Tax Solution775.0★ (577)Dartmouth, 12 km awaySatTop score
2Halifax Debt Freedom695.0★ (61)Dartmouth, 13 km away——
3Gordon Stirrett Wealth Management695.0★ (67)Halifax, 19 km away—Most reviews
4Wealth Creation Made Simple664.9★ (36)Halifax, 14 km away——
5Eastport Financial Group664.9★ (32)Halifax, 13 km away——
6Co-operators - Amber MacInnis Insurance & Financial Services Inc664.6★ (49)Halifax, 18 km away——
7Wiltshire Financial Management655.0★ (30)Halifax, 19 km away——
8Trinity Wealth Partners645.0★ (18)Dartmouth, 12 km away——
9A Kochanoff Financial Services645.0★ (17)Halifax, 14 km away——
10One Stop Financial Solutions635.0★ (13)Dartmouth, 13 km away——

All 52 financial planners in Fall River, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Fall River

    #1 The Tax Solution

    Based in Dartmouth, 12 km away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 577 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 577 Google reviews
    Hours
    Mon–Sat 9 AM–5 PM · Sun closed
    Address
    10 Morris Dr Unit 18, Dartmouth, NS B3B 1K8
    View profile for The Tax Solution(647) 771-0041

  2. #2 Halifax Debt Freedom

    Based in Dartmouth, 13 km away

    69/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2 Ralston Ave Unit 100, Dartmouth, NS B3B 1H7
    View profile for Halifax Debt Freedom(902) 707-4826

  12. #12 Scotiabank

    Based in Halifax, 20 km away

    62/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.7★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 45 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed closed · Thu–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    6005 Coburg Rd, Halifax, NS B3H 1Y8
    View profile for Scotiabank(902) 420-4929

  13. #13 SolveYourDebts

    Based in Dartmouth, 17 km away

    62/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.6★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 13 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    99 Wyse Rd Ste 950, Dartmouth, NS B3A 0C1
    View profile for SolveYourDebts(888) 753-2227

  14. #14 Christianson Financial and Christianson Securities of Aligned Capital Partners inc.

    Based in Halifax, 16 km away

    61/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    273 Bedford Hwy, Halifax, NS B3M 2K5
    View profile for Christianson Financial and Christianson Securities of Aligned Capital Partners inc.(902) 405-4688

  16. #16 Allan Muise Financial

    Based in Halifax, 19 km away

    61/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Sat 9 AM–9 PM · Sun 10 AM–6 PM
    Address
    325 Washmill Lake Dr Ste 6, Halifax, NS B3S 0E6
    View profile for Allan Muise Financial(902) 221-1495

  21. #21 BMO Bank of Montreal

    Based in Dartmouth, 19 km away

    60/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.3★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 24 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    1086 Cole Harbour Rd, Dartmouth, NS B2V 1E7
    View profile for BMO Bank of Montreal(902) 421-3636

  22. #22 BMO Bank of Montreal

    Based in Dartmouth, 13 km away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 2.9★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 2.9★ from 22 Google reviews
    Hours
    Mon–Wed 9:30 AM–5 PM · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    25 McClure Close, Dartmouth, NS B3B 0E7
    View profile for BMO Bank of Montreal(902) 421-3800

  24. #24 BMO Bank of Montreal

    Based in Dartmouth, 19 km away

    59/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 3.0★ from 31 Google reviews
    Hours
    Mon–Wed 9:30 AM–5 PM · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    254 Baker Dr, Dartmouth, NS B2W 6L4
    View profile for BMO Bank of Montreal(902) 421-3678

  25. #25 BMO Bank of Montreal

    Based in Dartmouth, 15 km away

    59/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 2.8★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 2.8★ from 29 Google reviews
    Hours
    Mon–Wed 9:30 AM–5 PM · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    21 Micmac Blvd, Dartmouth, NS B3A 4T4
    View profile for BMO Bank of Montreal(902) 421-3646

How we ranked Fall River financial planners

We scored 52 Fall River financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Fall River data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Fall River: frequently asked questions

Which financial planner has the highest RFA Score in Fall River?

By RFA Score, the highest-ranked financial planner in Fall River, NS is The Tax Solution with an RFA Score of 77/100. It has 5.0★ from 577 Google reviews. It is open Saturdays until 5 PM. Halifax Debt Freedom (#2) and Gordon Stirrett Wealth Management (#3) follow. We ranked 52 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Fall River?

RankedFinancialAdvisors ranks 52 financial planners serving Fall River, NS. Counts are as of November 2026.

Which financial planners in Fall River work on weekends?

13 of 52 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are The Tax Solution (#1), SolveYourDebts (#13) and Allan Muise Financial (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fall River financial planners have?

The median Google rating among 52 rated financial planners in Fall River is 4.3★, with a median of 20 reviews. The Tax Solution has the most, 577 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Fall River count in this ranking?

Yes, if they are within 40 km of the Fall River city centre, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Fall River ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial planners in Fall River?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Fall River

  1. November 2026: RFA Scores recalculated for 52 financial planners serving Fall River.

More financial planners and Fall River pages