Laurels

Best Financial Advisors in Fremont
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Fremont Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 68 46 15

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Carr Wealth Management, LLC

Carr Wealth Management, LLC is a Registered Investment Advisory firm that's served clients in the Tri-Valley area for more than two decades. Company founder Anthony Carr received his CPA and CFP designations two decades ago. The firm's services include retirement planning, investment management, and fiduciary care. Each retirement plan addresses long-term financial goals, account options, and Social Security maximization strategies. The investment management services focus on tax-efficient, low-cost passively managed mutual funds that generate efficient income. Investment options include publicly traded investments like stocks and bonds, varying investment accounts, and consolidated portfolio choices.

Pleasanton, CA 94588

Website

Cents & Sensibility, Inc.

Cents & Sensibility, Inc. is a financial planning firm that serves clients in the Pleasanton area. The firm offers portfolio management services in three tiers: granite, alpine, and summit. Granite accounts have at least $150,000 in assets, alpines have at least $250,000, and summits have at least $500,000. For business owners, the firm creates business continuity plans that outline strategies for how to deal with events that cause significant business disruption. After businesses have experienced a disruption or disaster, the firm's advisors create plans to control the damage and resume normal business operations. They also safeguard property and employees.

Pleasanton, CA 94588

Website

IntoWealth

IntoWealth is an investment advisory and financial services firm based in Milpitas. The firm offers multiple services. One is an hourly consulting program, which provides one-time answers to questions and financial strategies. The firm's financial plans integrate retirement planning, estate and legacy planning, risk management strategies, insurance recommendations, education funding planning, executive benefits, and business succession planning. Clients have access to ongoing wealth management services that incorporate tax-efficient and tax-exempt strategies. For businesses, the firm helps create employee retirement plans, key person solutions, and business succession solutions that aim to preserve business valuation while maximizing the owner's profits.

Milpitas, CA 95035

Website

Mirador Capital Partners

Mirador Capital Partners is a wealth management firm that's been providing financial consulting services for individuals, families, businesses, and institutions for over 30 years. Its financial advisors help clients make short- and long-term investments, plan for retirement, handle changes in their finances, and offer regular financial monitoring. The company also assists with wealth transfer, next-generation investment education, money management for businesses, and active financial management. Mirador Capital Partners is an SEC-registered investment advisory firm.

6700 Koll Center Pkwy Ste 230
Pleasanton, CA 94566

Website

Rugh Financial, LLC

Rugh Financial, LLC is a Palo Alto financial services firm. The company's main areas of focus include investment management, financial planning, financial independence, and retirement planning, tax planning, risk management strategies, and estate planning solutions. Each plan addresses special considerations like education funding for future generations, home purchases, divorces, spousal deaths, business startup costs, and other major financial circumstances. Clients manage risk by investing in a combination of property, liability, disability, health, and life insurance. The firm also uses tax reduction strategies to prioritize overall plan efficiency.

East Palo Alto, CA 94303

Website

The R.L. Brown Advisory Group

The R.L. Brown Advisory Group offers consulting services for businesses, specific strategies for professionals and executives, retirement planning guidance, and customized financial planning strategies. The firm is located in Pleasanton. Its advisors focus on customized retirement plans that use defined contribution plans, defined benefits, or non-qualified deferred compensation plans. The asset management services include customized portfolios, ongoing portfolio management focused on tax efficiency, targeted strategies that focus on goals like high income or high growth, and reduced exposure to potentially risky assets. Meanwhile, clients can receive retirement savings, education funding, business succession, personal insurance, or estate and legacy plans.

Pleasanton, CA 94588

Website

Tom J. Nohr CFP RFC Successful Financial Education Workshops

Tom Nohr is a Certified Financial Planner and Registered Financial Consultant who has offered comprehensive financial planning services to Castro Valley clients since 1986. The plans integrate investment strategies, insurance recommendations, and advisory services for meeting long-term life goals. Clients can receive consultations regarding retirement and 401(k) plans, profit sharing plans, money purchasing plans, milestone financial strategies, tax mitigation strategies, estate planning, college tuition funding, and 403(b) plans. Insurance options include a network of fixed and variable annuities, life insurance, disability income insurance, and long term care insurance policies. Client assets are diversified among multiple accounts and investment types.

Castro Valley, CA 94546

Website

Total Wealth Solutions

Total Wealth Solutions is a risk and wealth management group located in Fremont. Their financial planning services cover estate planning, insurance strategies, investment planning, lifestyle planning, money management, retirement planning, and tax-efficient strategies. Each client receives a customized portfolio that uses global diversification strategies to distribute risk. The firm also researches and offers alternative investment options. The capital preservation strategies protect wealth through risk identification, while the advisers adjust portfolios to control the impact of changing tax laws and markets. As an independent firm, the company offers objective solutions and doesn't receive compensation for third-party asset purchases.

Fremont, CA 94539

Website

Wealth Management Associates

Wealth Management Associates is a Pleasanton-based financial advisory firm that offers college tuition planning strategies, comprehensive financial planning, investment management, and company retirement plans for business owners. The firm can offer consultations on existing retirement plans or create new ones from scratch. It takes businesses from creation to implementation, even offering ongoing employee education resources. The financial plans help individuals reach their long-term goals through investment strategies. Clients also have access to a network of insurance recommendations, including annuities, disability income insurance, long term care insurance, and life insurance policies.

Pleasanton, CA 94566

Website

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