Expertise.com

Best Financial Advisors in Clovis

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

Clovis, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Acord & Fong Wealth Strategies logo
Visit WebsiteWebsite

Acord & Fong Wealth Strategies

555 W. Shaw Avenue, Suite B-1, Fresno, CA 93704
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

Acord & Fong Wealth Strategies has been serving non-profit organizations, individuals, business owners, and retirees throughout the Clovis metro since 1995. The firm offers a wide range of financial planning services, covering qualified plan distribution alternatives, estate tax reduction techniques, tax planning strategies, insurance analysis, employee benefits, and executive and key person life insurance. Its team is composed of financial advisors, accountants, financial planners, and lawyers who have a collective experience of more than 90 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Blue Oak Wealth Management logo
Visit WebsiteWebsite

Blue Oak Wealth Management

7110 North Fresno Street Suite 200, Fresno, CA 93720
Visit WebsiteWebsite
  • Retirement Planning

Business Description

Blue Oak Wealth Management is a team of financial advisors serving high-net-worth individuals, families, pre-retirees, and retirees in the Clovis metro. It specializes in investment strategies and holistic financial planning. Its services include legacy planning, insurance assessment, estate planning, risk management consulting, college savings planning, and 401(k) and 403(b) plan design. Its team of professionals can also help with estate conservation issues. It also offers insurance products, such as life, disability income, and long-term care insurance.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
BOLT Wealth Management logo
Visit WebsiteWebsite

BOLT Wealth Management

1865 Herndon Ave Ste K-122, Clovis, CA 93611
Visit WebsiteWebsite
  • Financial Planning

Business Description

BOLT Wealth Management is a planning and investment firm that caters to any clients around Clovis. It employs steps such as risk assessment and mitigation, portfolio reviews, and asset allocation in helping individuals, families, and businesses reach their financial goals. Its practice areas cover financial planning, investment management, tax advice, and insurance policies. Its experts are Chartered Financial Consultants and Certified Plan Fiduciary Advisors. They work on a relationship-focused approach through continued learning and varied expertise in designing a viable financial blueprint for clients.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Buckingham Strategic Wealth logo
Visit WebsiteWebsite

Buckingham Strategic Wealth

516 West Shaw Avenue Suite 200, Fresno, CA 93704
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

Buckingham Strategic Wealth is a financial advisory firm that caters to clients in Clovis. It builds financial plans for individuals and works to minimize tax obligations and optimize debt. The company also designs and rebalances investment portfolios and assists clients with asset class selection. It has experience helping people allocate capital in alternative investments like reinsurance funds. The company's chief research officer, Larry Swedroe, is the author of multiple books, including "Think, Act, and Invest Like Warren Buffett" and "Wise Investing Made Simple."

Legacy Finance logo
Visit WebsiteWebsite

Legacy Finance

516 5th Street Suite 201, Clovis, CA 93612
Visit WebsiteWebsite
  • Finance Planning

Business Description

Legacy Finance in Clovis helps clients address their questions about finances. It guides individuals and families in the different aspects of financial planning, including college funding, taxes, and retirement. It also educates clients about various investment vehicles like bonds, common stocks, and brokerage accounts. Insurance products are also available. Bradley Warner, the owner, has been a Certified Financial Planner since 2011. The firm aims to develop, implement, and monitor a financial strategy designed to meet the clients' needs, wants, and long-term goals.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Little Business Wealth Advisors, Inc. logo
Visit WebsiteWebsite

Little Business Wealth Advisors, Inc.

6445 North Palm Ave., Suite 102, Fresno, CA 93704
Visit WebsiteWebsite
  • Chartered Financial Analyst (CFA)

Business Description

Little Business Wealth Advisors, Inc., is an independent firm that has been serving Clovis and the surrounding communities since 1969. It assists individuals, families, and businesses by providing financial advice, portfolio monitoring services, and one-on-one meetings to address their needs. The planning process includes risk management, asset allocation, tax management, investment manager selection, and portfolio construction and management. The firm's founder, David J. Little, is a Chartered Life Underwriter and a Chartered Financial Consultant who served as president of the International Association of Financial Planners.

McCann Assset Management logo
Visit WebsiteWebsite

McCann Assset Management

5380 N Fresno Street #103, Fresno, CA 93710
Visit WebsiteWebsite
  • Wealth Management

Business Description

McCann Asset Management is an advisory firm that serves an array of financial needs in Clovis. The firm assists employers in creating 401(K) retirement plans, managing fiduciary responsibilities, and setting up group health insurance. Led by founder Martin McCann, its team of professionals offers strategies in preparing for retirement, earning income from investments, and planning for college education. McCann is a Life Underwriter Training Council Fellow. He previously worked as a manager of Financial Services at Prudential.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Resilient Wealth Management logo
Visit WebsiteWebsite

Resilient Wealth Management

590 West Alluvial Avenue Suite 108, Fresno, CA 93711
Visit WebsiteWebsite
  • Finance Planning

Business Description

Resilient Wealth Management provides financial planning in the Clovis metro. Its team creates financial strategies exclusively based on its clients' personal goals, expectations, and desires. It also fills in common knowledge gaps that clients have about realistic financial targets. The firm coordinates with its clients' other personal and business advisors. Brandon Dixon-James, a Certified Financial Planner, has been in the industry since 2004 and a presenter for the CFP Board's "Financial Planning Days" to increase financial awareness.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Veater Financial Group logo
Visit WebsiteWebsite

Veater Financial Group

7108 North Fresno Street Suite 410, Fresno, CA 93720
Visit WebsiteWebsite
  • Tax Planning
  • Retirement Planning

Business Description

Veater Financial Group serves clients in Clovis and its surrounding areas. It provides a wide variety of financial services and wealth management programs, including investment and retirement planning, insurance analysis, and estate planning services. The firm's team of financial advisors advise their clients on practical strategies for wealth management to help them achieve their financial objectives. Brian Jenssen, one of the company's finance professionals, provides his clients with a simple roadmap to understand the complex nature of investments. Jenssen works for the Fresno branch of the company. 

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Warner Wealth Strategies logo
Visit WebsiteWebsite

Warner Wealth Strategies

7447 North First Street 203, Fresno, CA 93720
Visit WebsiteWebsite
  • Retirement Planning

Business Description

Warner Wealth Strategies serves the residents of Clovis and the surrounding areas. Established in 2012, the firm offers comprehensive financial planning services. Its team of financial advisors helps clients with retirement planning, legacy and estate planning, risk management, asset protection, and tax minimization strategies. Founder Gary A. Warner is a Certified Financial Planner and a Certified Retirement Counselor. He has 19 years of experience in the financial industry and holds a health and disability insurance license in California.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Introduction

There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

  • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
  • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
  • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
  • An investment advisor offers investment advice and recommendations to individuals or organizations.
There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

Are financial advisors worth it?

Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

Read all FAQs