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Financial Planners in Portland, TN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Portland: Collier Wealth Management Inc., RFA Score 74/100; 5.0★ from 202 Google reviews.

  2. 3

    Most-reviewed: Wood Financial Group, 145 Google reviews at 4.8★, the most of 25 ranked after Collier Wealth Management Inc.; ranked #3.

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

25 Portland financial planners are ranked here by RFA Score, from eight published factors. 6 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 25 rated firms.

Top 10 financial planners in Portland 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 Portland at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Collier Wealth Management Inc.745.0★ (202)Hendersonville, 20 mi away—Top score
2Southeast Financial Credit Union724.9★ (129)Goodlettsville, 20 mi away——
3Wood Financial Group724.8★ (145)Hendersonville, 20 mi away—Most reviews
4William Styles - COUNTRY Financial Agent715.0★ (85)Hendersonville, 20 mi away——
5Eric Berner, Partner - Rock Castle Wealth Advisors695.0★ (40)Hendersonville, 18 mi away——
6Chad Richards, Partner - Rock Castle Wealth Advisors685.0★ (33)Hendersonville, 18 mi away——
7Guided Wealth Partners, LLC685.0★ (36)Hendersonville, 20 mi away——
8First Horizon Bank - White House, TN - US 31W684.5★ (22)White House, 12 mi awaySat—
9Apex Financial Planning675.0★ (17)Gallatin, 17 mi away——
10Paul Winkler, Inc. Goodlettsville664.9★ (21)Goodlettsville, 20 mi away——

All 25 financial planners in Portland, 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.

  3. #3 Wood Financial Group

    Based in Hendersonville, 20 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 145 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    181 E Main St #7, Hendersonville, TN 37075
    View profile for Wood Financial Group(615) 826-5749

  7. #7 Guided Wealth Partners, LLC

    Based in Hendersonville, 20 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    132 Maple Row Blvd Ste. 440, Hendersonville, TN 37075
    View profile for Guided Wealth Partners, LLC(615) 991-2540

  9. #9 Apex Financial Planning

    Based in Gallatin, 17 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1529 Hunt Club Blvd Ste. 100, Gallatin, TN 37066
    View profile for Apex Financial Planning(615) 206-8731

  12. #12 United Community

    Based in Gallatin, 15 mi away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.7★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 22 Google reviews
    Hours
    Mon–Tue 8:30 AM–4:30 PM · Wed closed · Thu 8:30 AM–4:30 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1204 Nashville Pike, Gallatin, TN 37066
    View profile for United Community(615) 575-7200

  15. #15 United Community

    Based in Springfield, 21 mi away

    64/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.8★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 28 Google reviews
    Hours
    Mon–Tue 8:30 AM–4:30 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    701 S Main St, Springfield, TN 37172
    View profile for United Community(615) 384-3357

  19. #19 Old National Bank

    Based in Hendersonville, 19 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.9★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 7 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    101 Springhouse Ct, Hendersonville, TN 37075
    View profile for Old National Bank(615) 265-7777

  21. #21 Exchange Finance Company

    Based in Goodlettsville, 22 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.4★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    811 C, Rivergate Pkwy, Goodlettsville, TN 37072
    View profile for Exchange Finance Company(615) 255-0391

  22. #22 Moore Wealth Management

    Based in Hendersonville, 20 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    116 Maple Row Blvd, Hendersonville, TN 37075
    View profile for Moore Wealth Management(615) 212-2102

  24. #24 Singleton Financial

    Based in Springfield, 21 mi away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    3556 Tom Austin Hwy #7, Springfield, TN 37172
    View profile for Singleton Financial(615) 382-3030

Also serving Portland

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 Portland
BusinessGoogle ratingDistance
Atlas Financial Management17 mi
Bobby Blackburn - Thrivent5.0★ (1)18 mi
Christopher Royce: Primerica - Financial Services5.0★ (1)13 mi
Chuck Porter, CPA5.0★ (1)20 mi
Complete Wealth Management, LLC5.0★ (1)24 mi
David Clutter: Primerica - Financial ServicesIn Portland
Edward Jones - Financial Advisor: Bill Robertson5.0★ (3)In Portland
Financial institutionIn Portland
James Gurman - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)20 mi
King Financial Group12 mi
Mark Pinkleton - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)20 mi
Mercer Advisors - Gallatin4.0★ (1)14 mi
Northwestern Mutual3.0★ (2)18 mi
Prosperity Financial Services5.0★ (1)15 mi
Randall Wright - Thrivent4.0★ (2)21 mi
Raymond James & Associates5.0★ (1)21 mi
Raymond James Financial Services5.0★ (1)21 mi
Raymond James Financial Services14 mi
Sageguard Financial Group5.0★ (2)20 mi
Seven Oaks Financial Planning16 mi

How we ranked Portland financial planners

We scored 25 Portland 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 Portland 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 Portland: frequently asked questions

Which financial planner has the highest RFA Score in Portland?

By RFA Score, the highest-ranked financial planner in Portland, TN is Collier Wealth Management Inc. with an RFA Score of 74/100. It has 5.0★ from 202 Google reviews. Southeast Financial Credit Union (#2) and Wood Financial Group (#3) follow. We ranked 25 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Portland?

RankedFinancialAdvisors ranks 25 financial planners serving Portland, TN. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Portland work on weekends?

6 of 25 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are First Horizon Bank - White House, TN - US 31W (#8), First Horizon Bank - Hendersonville, TN - W Main St (#11) and First Horizon Bank - Gallatin, TN - Nashville Pike (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Portland financial planners have?

The median Google rating among 25 rated financial planners in Portland is 4.8★, with a median of 25 reviews. Collier Wealth Management Inc. has the most, 202 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 Portland count in this ranking?

Yes, if they are within 25 mi of the Portland 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 Portland 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 Portland 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 Portland

  1. November 2026: RFA Scores recalculated for 25 financial planners serving Portland.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Portland pages