Expertise.com

2024

Last updated:

Best Financial Advisors in Hemet

Our Recommended Top 12

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

31Reviewed

23Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Hemet, CA
Free Consultation

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Hemet, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Hemet? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

27250 Via Industria, Temecula, CA 92590

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Review Sources

Google
5.0 (1)

Why choose this provider?

Robert D. Erling is a financial advisor who assists individuals in Hemet. He helps clients make smart investments and helps with college or retirement plans. Erling creates plans that align clients' risk tolerance with their most important financial goals. Assets are allocated to support these goals and the client's progress is tracked online. The comprehensive financial advice can include cash flow and budgets, major purchase goals, and education and retirement savings. Erling is a Certified Financial Planner practitioner with the Majestic Oak Advisory Group.

  • Certified Financial Planner (CFP)

41856 Ivy St., Suite 113, Murrieta, CA 92562

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Review Sources

Google
5.0 (2)

Why choose this provider?

MD Brown Financial is a financial advisory firm that serves the Hemet metro. It assists clients with asset allocation and designs financial planning services tailored to their desired lifestyles and goals. It also monitors investments on an ongoing basis and makes adjustments as necessary. The firm also helps clients transition to retirement and understands all aspects of each unique retirement plan. The managing partner, Mike Brown, is a certified financial planner and has over 30 years of experience.

  • Certified Financial Planner (CFP)

41391 Kalmia Street Suite 330, Murrieta, CA 92562

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Why choose this provider?

Based in Murrieta, Davies Financial Advisors serves clients in Hemet. It drafts and reviews a comprehensive financial plan for individuals and educates them on areas like taxation. The company also guides clients through its Creative Financial Stewardship process and provides ideas on issues involving wealth distribution and preservation. It has experience assisting business owners through the exit planning process. The company's president, Andy Davies, has over 20 years of experience in finance. He is accredited by the CFP Board as a Certified Financial Planner.

  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

30101 Town Center Dr, Laguna Niguel, CA 92677

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Review Sources

Google
5.0 (3)
Yelp
5.0 (3)

Why choose this provider?

Trusted Financial Advisors is a firm that serves clients in Hemet. For over 30 years, founder Gary Miller has been assisting individuals, families, and businesses through the rigorous process of planning and implementing strategies designed to elevate their assets and finances. Miller helps with retirement, investment, estate, and business planning matters. He also performs insurance needs, income tax, and annuity reviews. Miller serves on the advisory board for the University of California Irvine Extension.

  • Certified Financial Planner (CFP)
  • Financial Planning

41197 Golden Gate Circle #101, Murrieta, CA 92562

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Why choose this provider?

MPK Advisors & CPAs offers financial insight to clients in Hemet and its neighboring metros. Its founder, Michael Klein, has been in the industry for over 12 years, serving as a financial consultant and tax advisor. His financial management solutions include customizing a plan to suit the client's situation and objectives. Klein also serves churches and non-profit organizations, specializing in tax reporting, basic accounting, and CFO-level outsourced services. His former clients include Design Savvy Inc. and the Boys and Girls Clubs.

  • Financial Planning

1295 Corona Pointe Court Suite 101, Corona, CA 92879

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Providence Wealth Planning helps clients in Hemet handle various financial issues. It guides clients in managing their money by helping them create a budget, decide where their money goes, and plan what to do with excess cash. The company's advisors counsel individuals about investing, putting together a portfolio that reflects their goals, timetable, and risk tolerance. In addition, they assist in determining retirement funds and potential income sources. CEO Mark Massey is a Certified Life Underwriter and a Chartered Financial Consultant.

  • Finance Planning
  • Wealth Management

27710 Jefferson Avenue, Temecula, CA 92590

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

AJT Wealth Consultants provides financial planning to Hemet. The firm assists business owners, executives, and professionals, who are within 10 years of retiring, develop and implement a retirement income strategy. Other services it offers are investments, IRA and 401(k) plans, and money management. The company's disciplined approach is as follows: discovery, comprehensive planning, implementation, and ongoing monitoring of life and financial issues. One of its financial advisors, Allyson J. Trantum, is a Certified Financial Planner. She has been in the industry for over 20 years.

  • Certified Financial Planner (CFP)

29970 Technology Drive, Suite 111, Murrieta, CA 92563

Why choose this provider?

RMH Advisors LLC serves clients looking for financial guidance in the metro of Hemet. The firm crafts financial plans for its clients, including retirement funds and college education plans. It also assists clients with their personal finances, guiding them on how to manage their lifestyle, money, and taxes. Its agents aid clients on how to invest properly and identify the insurance and coverage that they need. The firm's managing partner, Ross Hunt, is a Certified Financial Planner with over three decades of experience.

  • Certified Financial Planner (CFP)

41601 Laurel Valley Cir, Temecula, CA 92591

Expertise.com Rating

Review Sources

Google
5.0 (7)

Why choose this provider?

GC Asset Management serves residents and businesses in Hemet and the surrounding communities by addressing their financial planning needs. Its team caters to high-income earners, business owners, and real estate investors by providing solutions such as reducing taxes, maximizing business profits, and managing wealth. In addition, it assists its clientele in optimizing their cash flow and managing their net worth. The firm was established in 2012 by Glenn Cunningham, a Certified Financial Planner with years of trading and advisory experience.

  • Certified Financial Planner (CFP)

220 N. San Jacinto Ave, Hemet, CA 92543

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Why choose this provider?

Alpha Wealth Management caters to Hemet clients. It collaborates with recordkeepers and custodians to have an industry-standard platform that facilitates financial management. It offers personal wealth management, business consulting, and institutional asset management. It helps customers create a financial plan, maximize tax efficiency, and make flexible distribution strategies. It assists businesses in administrative and fiduciary issues, develops investment policies, and manages risk. The company is a Registered Investment Adviser and was established in 2011. Its principal and CEO, Andrew Kotyuk, holds a CIMA certification.

  • Certified Financial Planner (CFP)

FAQs

  • 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.

  • How do financial advisors in Hemet charge for their services?

    Financial advisors in Hemet have a variety of fee structures. They can ask their clients for a percentage of the assets they are managing as a form of payment for their services. They can also ask for payment in the form of an hourly rate, a flat fee, transaction fees, or a combination of several approaches.

  • Can you ask your financial advisor in Hemet to work with your CPA or attorneys if needed?

    You can ask your financial advisor in Hemet to work with your CPA or attorneys, especially if you are a business owner or if you have complex financial circumstances. Most financial advisors can coordinate with other professionals to ensure that you reach your financial goals. They can also provide referrals if you need accounting or legal services.

  • How could you verify your Hemet financial advisor’s background and experience?

    If you have already found a financial advisor in Hemet and wish to verify his or her background and experience, you may do so by visiting the financial industry’s BrokerCheck tool at https://brokercheck.finra.org/. BrokerCheck is a free online tool where you can verify or research the experience and background of financial brokers, firms, and advisers.

  • What documents should you prepare for your first meeting with a financial advisor in Hemet?

    If you are meeting with your financial advisor in Hemet for the first time, prepare relevant documents like your income statements (pay stubs, tax documents, W-2 forms), investment statements, bank statements, 401(K) statements, and a breakdown of your monthly expenses. These documents can help your financial advisor in recommending an investment or financial plan for your long-term or short-term financial goal.

  • Are all financial planners in Hemet required to get certified by the CFP Board?

    Since a CFP certification is not a requirement, not all financial planners or advisors in Hemet are certified by the CFP Board. Individuals should seek financial advisors who are certified by the CFP Board as they possess higher qualifications than uncertified financial planners. Certified Financial Planners are required to pass the CFP exam. CFPs must also have a minimum of two years of real-life financial planning experience before they can apply for certification.

  • 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.