Find a Financial Advisor in Fullerton, CA

 

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We did the hard work of finding trustworthy partners in Fullerton, CA.

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We Only Work With The Best Fullerton Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Fullerton, CA


  • Financial Advisor Close to Fullerton, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Fullerton, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Fullerton, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Fullerton financial advisors.
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How Retirement-Friendly is Fullerton, CA?

  • Population: 139,611
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $660,300
  • Average Monthly Housing Cost: $1,749
  • Average Household Income: $106,314
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Fullerton, CA

 

WC WALKER & ASSOCIATES, INC.

Website

(714) 446-8750

623 N. Harbor Blvd.

Fullerton, CA 92832

SEC#: 801-117603
Years in Business: 2 years

ECLECTIC ASSOCIATES, INC.

Website

(714) 738-0220

1021 W. Bastanchury Road
Suite 120
Fullerton, CA 92833

SEC#: 801-21175
Years in Business: 37 years

KEMP FINANCIAL MANAGEMENT, LLC

Website

(714) 257-0800

2286 N. State College Blvd.

Fullerton, CA 92831

SEC#: 801-66565
Years in Business: 15 years

CORECAP ADVISORS, LLC

Website

(714) 870-0803

2200 Blueridge Court

Fullerton, CA 92831

SEC#: 801-72687
Years in Business: 10 years

THE AMERIFLEX GROUP, INC.

Website

(714) 257-7400

2266 N State College Blvd

Fullerton, CA 92831

SEC#: 801-117784
Years in Business: 1 years

THE AMERIFLEX GROUP, INC.

Website

(714) 257-7400

2266 N State College Blvd

Fullerton, CA 92831

SEC#: 801-117784
Years in Business: 1 years

THE AMERIFLEX GROUP, INC.

Website

(714) 257-7400

2266 N State College Blvd

Fullerton, CA 92831

SEC#: 801-117784
Years in Business: 1 years

AXXCESS WEALTH MANAGEMENT, LLC

Website

(858) 217-5340

305 N. Harbor Blvd, Ste 215

Fullerton, CA 92832

SEC#: 801-76763
Years in Business: 9 years

MONEY CONCEPTS CAPITAL CORP

Website

(714) 870-4542

1661 East Chapman Ave.
Ste. 2-A
Fullerton, CA 92831

SEC#: 801-39736
Years in Business: 30 years

 


Fullerton, CA Financial Advisor FAQs

If you invest in the stock market, yes. Given the high degree of volatility and risk there, a professional is needed to make sure that your portfolio is properly diversified and risk adjusted.
A financial advisor can help the average person to make sound financial decisions.
Financial advisors are usually compensated with a commission for each transaction instigated from their recommendation.
Understand the potential conflicts of interest your advisor may have. A person's interests can be in direct conflict with theirs, or they could have overlapping interests.