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Financial Planners in McMinnville, OR: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in McMinnville: Katie St Ores CFP ChFC EA, RFA Score 62/100; 4.8★ from 5 Google reviews.

  2. 9

    Most-reviewed: OCCU | Oregon Community Credit Union, 161 Google reviews at 3.0★, the most of 53 ranked; ranked #9.

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

53 McMinnville financial planners are ranked here by RFA Score, from eight published factors. 4 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 53 rated firms.

Top 10 financial planners in McMinnville 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 McMinnville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Katie St Ores CFP ChFC EA624.8★ (5)McMinnville—Top score
2OCCU | Oregon Community Credit Union613.8★ (31)Keizer, 17 mi away——
3Matt Stephens - COUNTRY Financial Representative614.9★ (12)Newberg, 14 mi away——
4Heather Spike - COUNTRY Financial Representative615.0★ (21)Monmouth, 25 mi away——
54:8 Financial615.0★ (21)Canby, 25 mi away——
6Peregrine Private Capital DST & 1031 Exchange Services605.0★ (8)Newberg, 11 mi away——
7Michael Rogers - COUNTRY Financial Representative603.8★ (4)McMinnville——
8Darin Maddy - COUNTRY Financial Representative605.0★ (3)McMinnville——
9OCCU | Oregon Community Credit Union603.0★ (161)Salem, 22 mi awaySatMost reviews
10Leland Smith - COUNTRY Financial Agent595.0★ (6)Newberg, 13 mi away——

All 53 financial planners in McMinnville, 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.

  5. #5 4:8 Financial

    Based in Canby, 25 mi away

    61/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    266 NW 1st Ave, Canby, OR 97013
    View profile for 4:8 Financial(503) 266-4848

  11. #11 Modewealth LLC

    Based in Salem, 25 mi away

    59/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.4★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5778 Commercial St SE ste 100, Salem, OR 97306
    View profile for Modewealth LLC(971) 273-7373

  16. #16 Healthy Bodies of Finance

    Based in Tualatin, 25 mi away

    58/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    19365 SW 65th Ave Ste 105-a, Tualatin, OR 97062
    View profile for Healthy Bodies of Finance(971) 337-0444

  22. #22 Suzie Self Financial

    Based in Sherwood, 24 mi away

    57/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 9 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat 1 PM–3 PM · Sun closed
    Address
    15405 SW 116th Ave Ste 203, King City, OR 97224
    View profile for Suzie Self Financial(971) 221-0149

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 53 ranked financial planners here; the rest are on their profiles.

financial planners in McMinnville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Harbor Horizon Financial575.0★ (6)22 mi
27Brian Rust - COUNTRY Financial Representative574.5★ (8)24 mi
28Bank of America Financial Center562.9★ (27)24 mi
29Legacy Financial564.8★ (4)17 mi
30Foster & Associates Inc565.0★ (6)23 mi
31Bill Sunderland - COUNTRY Financial Representative564.5★ (8)25 mi
32Sean Connor - COUNTRY Financial Representative564.0★ (4)17 mi
33Bank of America (with Drive-thru ATM)562.6★ (59)24 mi
34Daniel Dollinger CPA CFP564.2★ (5)20 mi
35Jarvill Wealth Management565.0★ (4)20 mi
36Keudell/Morrison Wealth Management565.0★ (4)20 mi
37Capstone Wealth Advisors565.0★ (4)20 mi
38TRUE Private Wealth Advisors565.0★ (4)21 mi
39Drew Johnson - COUNTRY Financial Representative565.0★ (5)24 mi
40Goal Line Financial553.5★ (8)24 mi
41Great Oak Advisors Inc555.0★ (4)22 mi
42Northwestern Mutual554.0★ (4)21 mi
43Park Front Wealth - Ameriprise Financial Services, LLC555.0★ (3)20 mi
44Cascade Pacific Financial Planners555.0★ (3)21 mi
45The Gescher Herber Group at TRUE Private Wealth Advisors555.0★ (3)21 mi
46Northwest Financial Solutions555.0★ (4)25 mi
47Jason Heinz - COUNTRY Financial Representative543.3★ (6)25 mi
48Bank of America (with Drive-thru ATM)542.1★ (45)22 mi
49Douglass-Harmon CPA, LLC.542.5★ (6)25 mi
50PERS & Retirement Consultants533.3★ (3)24 mi

Also serving McMinnville

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving McMinnville
BusinessGoogle ratingDistance
Adrian Villegas- COUNTRY Financial AgentIn McMinnville
Edward Jones - Financial Advisor: Adam Standridge5.0★ (5)In McMinnville
Edward Jones - Financial Advisor: Bethany B Abeln, AAMS®In McMinnville
Edward Jones - Financial Advisor: Kevin S Gebhart, AAMS®5.0★ (1)In McMinnville
Edward Jones - Financial Advisor: Kristin Meyer, CFP®In McMinnville
Edward Jones - Financial Advisor: Kristine K Brill5.0★ (1)In McMinnville
Edward Jones - Financial Advisor: Kyle T Abeln, CEPA®|AAMS®|CRPC™5.0★ (1)In McMinnville
Edward Jones - Financial Advisor: Lauren G GebhartIn McMinnville
Edward Jones - Financial Advisor: Luca Queirolo5.0★ (1)In McMinnville
Edward Jones InvestmentsIn McMinnville
Evergreen Home Loans McMinnville NMLS 18729974.7★ (36)In McMinnville
Finley Financial3.0★ (1)In McMinnville
Headwater Investment Consulting, Inc.In McMinnville
Linfield College - Finance & Administration OfficeIn McMinnville
MarinerIn McMinnville
Northwest Money Coaching LLC5.0★ (30)In McMinnville
St Ores Wealth Management5.0★ (1)In McMinnville
Tim Haarsma - COUNTRY Financial Representative5.0★ (1)In McMinnville
TRUE Private Wealth AdvisorsIn McMinnville
Woodworth Contrarian Fund, LP3.4★ (5)In McMinnville

How we ranked McMinnville financial planners

We scored 53 McMinnville 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 McMinnville 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 McMinnville: frequently asked questions

Which financial planner has the highest RFA Score in McMinnville?

By RFA Score, the highest-ranked financial planner in McMinnville, OR is Katie St Ores CFP ChFC EA with an RFA Score of 62/100. It has 4.8★ from 5 Google reviews. OCCU | Oregon Community Credit Union (#2) and Matt Stephens - COUNTRY Financial Representative (#3) follow. We ranked 53 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in McMinnville?

RankedFinancialAdvisors ranks 53 financial planners serving McMinnville, OR. 3 of them are based in McMinnville; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in McMinnville work on weekends?

4 of 53 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are OCCU | Oregon Community Credit Union (#9), Suzie Self Financial (#22) and Bank of America (with Drive-thru ATM) (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do McMinnville financial planners have?

The median Google rating among 53 rated financial planners in McMinnville is 4.8★, with a median of 6 reviews. OCCU | Oregon Community Credit Union has the most, 161 reviews, and ranks #9. 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 McMinnville count in this ranking?

Yes, if they are within 25 mi of the McMinnville city center, 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 McMinnville 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 and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in McMinnville a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

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 McMinnville

  1. November 2026: RFA Scores recalculated for 53 financial planners serving McMinnville.

More financial planners and McMinnville pages