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Laurels

Best Financial Advisors in Fullerton
2022

We scored 42 Financial Advisors in Fullerton, CA and Picked the Top 12

Here are the Picks:

Bright Advisers

CML Wealth Management

Crane & Associates

Eclectic Associates

Hawekotte Financial Group

NCH Tax & Wealth Advisors

Pure Financial Advisors

RAI Wealth Management

Retirement Distribution and Wealth Management Strategies, Inc.

Steven Lee

The Blackmont Group

Walker Wealth

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Fullerton 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 42 30 12

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

Bright Advisers

  • Private Wealth Advisor

Bright Advisers is an independent family- and partner-owned firm providing financial consultancy services in Fullerton. It serves individuals and select businesses through investment management, financial planning and consulting, risk management, and retirement planning. The firm also serves families with estate planning, budgeting, and college funding and insurance guidance. Founded in 2010, Bright Advisers has served more than 1,800 clients to date. Its team consists of professionals with various financial backgrounds and designations, including CFP, CPA, and CFA.

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135 South State College Boulevard
Brea, CA 92821

Website Instagram

(714) 987-2967 Website

CML Wealth Management

  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

CML Wealth Management is a financial planning company that offers customized strategies to residents of Fullerton and its surrounding communities. The firm provides wealth planning services, such as retirement planning, tax planning, insurance analysis, and legacy planning. It also features investment management that can include developing and monitoring clients' portfolio, rebalancing, and building college saving plans. Morris Boladian, the firm's financial consultant, has more than 20 years of experience as a financial advisor and holds a Certified Financial Planner designation.

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135 South State College Boulevard
Brea, CA 92821

Website

(855) 494-2460 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: Free consultation

Crane & Associates

  • Retirement Planning
  • Certified Financial Planner (CFP)

Crane & Associates is a financial planning and investment advisory firm that has been serving clients in Fullerton for over 40 years. Its investment and wealth management services include risk management, research, analysis, asset allocation, and portfolio management. It also provides retirement planning and consulting solutions, such as Social Security strategies, cash flow analysis, and tax planning. The firm is led by senior advisor Dr. Donald Crane, who is a Certified Financial Planner. He has more than 40 years of experience in the finance industry.

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801 East Chapman Avenue
Fullerton, CA 92831

Website

(714) 525-4445 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Eclectic Associates

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Eclectic Associates provides investment management and financial planning options to Fullerton and the surrounding areas. It offers various financial services, including debt management, charitable giving, tax strategies, company retirement plans, cash flow analysis, and social security optimization. It also helps clients manage their estate, finances, and investments by developing plans that are suitable to their short- and long-term goals. Eclectic Associates was founded in 1984 by Bill Camp, who worked in the agriculture and real estate industries.

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1021 West Bastanchury Road
Fullerton, CA 92833

Website

(714) 738-0220 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Hawekotte Financial Group

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Hawekotte Financial Group is a family-owned and family-operated wealth management and financial planning firm based in Fullerton. This boutique firm has been serving families, individuals, and business owners since its establishment in 1993. Included in its line of services are retirement planning, asset allocation, risk management, and taxation. Other areas of expertise the firm offers include business planning and estate planning. Founding partner John Hawekotte Jr. currently serves as the Registered Player Financial Advisor of the NFL Players Association.

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2248 North State College Boulevard
Fullerton, CA 92831

Website

(714) 879-4421 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

NCH Tax & Wealth Advisors

  • Certified Financial Planner (CFP)

NCH Tax & Wealth Advisors is a full-service CPA firm that offers financial advisory, wealth management, and tax accounting services to independent professionals, executives, and business owners in Fullerton. The company has more than 30 years of experience in handling estates and trusts and implementing financial planning and investment strategies. It also resolves IRS problems, conducts accounting procedures, and handles real estate and business sales. Its founder, Nick Hodges is a CPA and a CFP that has been featured in the Orange Country Register.

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1661 East Chapman Avenue
Fullerton, CA 92831

Website

(800) 748-4159 Website

Reputation:A+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.4 / 5 (Better)

Total Reviews:

26 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Pure Financial Advisors

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Pure Financial Advisors provides a wide array of financial planning services to clients in Fullerton. It performs retirement planning, cash flow analysis, tax planning, estate planning, and risk management and consulting. Furthermore, it conducts investment planning by assisting its customers in investment portfolio asset allocation, global portfolio diversification, and portfolio rebalancing. Company founder Michael Fenison has been in the field for more than three decades. Pure Financial Advisors also has multiple offices located in Irvine, San Diego, Brea, and Woodland Hills.

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3040 Saturn Street
Brea, CA 92821

Website

(714) 924-7447 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

RAI Wealth Management

  • Certified Financial Planner (CFP)

RAI Wealth Management is an investment advisory firm that offers financial planning and investment management services for individuals in Fullerton and its neighboring areas. The company provides wealth accumulation and retention advice, as well as asset management services. As a fiduciary firm, it focuses on the clients' needs, goals, timeframe, and risk tolerance. RAI Wealth Management's president, James P. Ripley, has been in the financial services industry for more than 30 years.

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1501 East Orangethorpe Avenue
Fullerton, CA 92831

Website

(714) 449-9696 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Retirement Distribution and Wealth Management Strategies, Inc.

  • Retirement Planning

Retirement Distribution and Wealth Management Strategies, Inc. is a financial advisory firm that serves clients in Fullerton and the surrounding areas. The company offers financial planning advice regarding retirement, investments, insurance, estate planning, pensions, and debt management. It also provides taxes and wealth management services. The firm's founder, Joseph Peralta, is a Certified Financial Planner with extensive industry experience. Mr. Peralta was listed in the Marquis Who's Who in America in 1998 and Marquis Who's Who in Finance and Industry in 1996.

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2501 East Chapman Avenue
Fullerton, CA 92831

Website

(714) 879-5200 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Steven Lee

  • Certified Financial Planner (CFP)

Steven Lee is an independent financial advisor providing services to clients in Fullerton and nearby areas. He caters to individuals needing corporate retirement plan consulting, financial planning, portfolio management, and fixed-income services. He also offers estate, trust, and charitable giving to guide clients in securing their financial legacy. Lee is a partner at the Penn Lee company and has served as a vice president at M.L. Stern & Co. for more than 15 years.

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3 Pointe Drive
Brea, CA 92821

Website

(714) 599-8230 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

The Blackmont Group

  • Estate Planning
  • Retirement Planning
  • Tax Planning

The Blackmont Group is a financial planning firm that serves clients in and around the Fullerton community. It offers a wide array of services, including estate planning, retirement planning, risk management, tax planning, and college planning. Its team assists clients in impact investing, investment management, and self-directed advisory strategies. The firm has been featured in various publications, including CBS News, Forbes, The Huffington Post, and USA Today. Steve Neustaedter, one of the firm's financial planners, brings more than two decades of industry experience.

Click to Call

Parking lot 1440 North Harbor Boulevard
Fullerton, CA 92835

Website

(714) 987-2453 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Walker Wealth

  • Retirement Planning

Based in Fullerton, Walker Wealth is an independent financial planning and wealth management firm that has been catering to individuals, families, and business owners since 1997. Its multi-step process allows the firm to implement a personalized and dynamic wealth management strategy for clients. Its comprehensive financial and investment plan evolves to fit the clients' changing needs through time. The firm also covers retirement plans. Craig Walker, the firm's president, has over 30 years of experience in financial services. He also holds CFP and CPFA designations.

Click to Call

623 North Harbor Boulevard
Fullerton, CA 92832

Website

(714) 446-8750 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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