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2024

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Best Financial Advisors in Fullerton, CA

Our Recommended Top 13

We did the research for you!

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  • User Reviews
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Our goal is to connect people with the best local professionals. 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.

43Reviewed

31Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Fullerton, 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
  • Retirement Planning
  • Investment Management
  • Financial Planning

Fullerton, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Fullerton? 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.

3040 Saturn Street, Brea, CA 92821

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

135 South State College Boulevard, Brea, CA 92821

Why choose this provider?

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.

  • Private Wealth Advisor

623 North Harbor Boulevard, Fullerton, CA 92832

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Retirement Planning

3 Pointe Drive, Brea, CA 92821

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1021 West Bastanchury Road, Fullerton, CA 92833

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

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

Parking lot 1440 North Harbor Boulevard, Fullerton, CA 92835

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

2248 North State College Boulevard, Fullerton, CA 92831

Expertise.com Rating

Why choose this provider?

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.

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

801 East Chapman Avenue, Fullerton, CA 92831

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

1501 East Orangethorpe Avenue, Fullerton, CA 92831

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

2501 East Chapman Avenue, Fullerton, CA 92831

Expertise.com Rating

Why choose this provider?

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.

  • Retirement Planning

1661 East Chapman Avenue, Fullerton, CA 92831

Expertise.com Rating

Review Sources

Yelp
4.5 (24)
Google
3.0 (4)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Fullerton, CAFree Consultation
Pure Financial Advisors
3040 Saturn Street, Brea, CA 92821
Bright Advisers
135 South State College Boulevard, Brea, CA 92821
Walker Wealth
623 North Harbor Boulevard, Fullerton, CA 92832
Steven Lee
3 Pointe Drive, Brea, CA 92821
Eclectic Associates
1021 West Bastanchury Road, Fullerton, CA 92833
The Blackmont Group
Parking lot 1440 North Harbor Boulevard, Fullerton, CA 92835
Hawekotte Financial Group
2248 North State College Boulevard, Fullerton, CA 92831
Crane & Associates
801 East Chapman Avenue, Fullerton, CA 92831
RAI Wealth Management
1501 East Orangethorpe Avenue, Fullerton, CA 92831
Retirement Distribution and Wealth Management Strategies, Inc.
2501 East Chapman Avenue, Fullerton, CA 92831
NCH Tax & Wealth Advisors
1661 East Chapman Avenue, Fullerton, CA 92831

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.

  • Can clients in Fullerton save taxes in Roth and traditional IRAs?

    If you make a contribution to a traditional IRA in Fullerton, you can take a deduction on your current tax return but the money will be taxable when you withdraw from the account. Withdrawals from a Roth IRA, on the other hand, are tax-free, but you will not receive current tax benefits when you make a contribution.

  • How can an advisor in Fullerton help you with financial matters?

    Advisors in Fullerton help people manage their finances and achieve their goals, such as purchasing a home or saving for retirement, by creating plans tailored to their needs. They also develop tax planning strategies for business owners and individuals with complex investments, such as large portfolios and multiple properties, and inform them about changes in the law.

  • How does investing in I bonds protect clients in Fullerton from inflation?

    Investing in I bonds helps Fullerton clients looking for long-term cash management. Inflation-protected savings bonds have two components: a rate that adjusts twice a year with inflation and a fixed interest rate. Each adjusted rate is paid on the increasing value of the principal and is federally tax-deferred until the bonds are cashed in. The bonds have 30-year maturities, but individuals can redeem them after 12 months.

  • How can clients in Fullerton build their wealth without solely relying on their retirement income?

    Retirees in Fullerton can build their wealth by acquiring real estate or saving money in brokerage, IRA, and savings accounts, as well as 401k plans. Financial advisors can also help individuals maintain a sustainable ongoing retirement income by determining their projected annual spending amount and how much retirees can withdraw each year.

  • What kind of clients in Fullerton need the help of financial advisors?

    Advisors in Fullerton help people manage their financial life and achieve their goals. They assist pre-retirees who want to secure their future and retirees who want to manage their money. They also help investors seeking to build their portfolio and business owners who want to protect their families and livelihood from financial risks. Other clients include professionals who are changing jobs and need advice on their previous company’s 401(k) plan and widows and widowers facing major changes in their financial situation.

  • 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.