Advisers in Tualatin, OR

3 advisers in Tualatin — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Nexus Strategic Wealth18840 Sw Boones Ferry Rd. Suite 310 · Tualatin, OR 97062 · (503) 305-6704 · Financial planningCRD 336847 · % of assets, Hourly charges · $56.2 million AUMState registeredNo commissions reported Ryan Financial Solutions, LLC8215 Sw Tualatin-Sherwood Road, Suite 200 · Tualatin, OR 97062 · (971) 203-0600 · Financial planningCRD 312269 · % of assets, Hourly charges, Fixed fees · $78.3 million AUMState registeredNo commissions reported Sound Investment Management INC8215 Tualatin Sherwood Road, Suite 200 · Tualatin, OR 97062 · (503) 691-7030 · Financial planningCRD 107438 · % of assets · $255.5 million AUMSEC registeredNo commissions reported

Talking to advisers in Tualatin? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.