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Best Financial Advisors in Fairfield, CA
24 firms listed · 4 in Fairfield · 1 open 24/7 · 2 open weekends · 14 rated 4.5+
Data verified October 16, 2026
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Correia Financial Services
“I'd be hard pressed to find another accountant as good as Phil, even at the big Boys who take up whole floors in skyscrapers, and I've had them before never to return.”
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Epsilon Financial Group
“You've made the decision. Maybe you're finished working. Maybe you're not finished, even though you would like to be. Maybe you're looking for something else to do, that doesn't look or feel like a “career”. Maybe you've found an opportunity to serve...”
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Benning Financial Group
“Randy Benning is a Certified Financial Planner (CFP®) at Benning Financial Group, LLC, located in Fairfield, California. His firm focuses on investment management, financial, retirement, and estate planning. Randy has been a Financial Planner in the ...”
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Celaya Law
- Documents
- Questions
- Team
“Anthony was amazing, easy to work with and super helpful, he answered all my questions and made everything supper simple for me, I truly recommend him he is trustworthy and confidential.”
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Homestead Real Estate
- Dream
- Negotiation
- Team
“Some of the resources The Pujals Team bring to their clients include: Highly trusted mortgage financing partner (Benchmark Mortgage), superior and fairly prized trades such as...”
The 24 firms listed for Fairfield, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Fairfield, CA
Of the 24 firms we list here, 4 are in Fairfield itself and 20 come from towns including Napa (10, 15 mi), Vacaville (5, 8 mi) and Benicia (3, 16 mi). 17 of the firms on this page have a rating, from 4.0 to 5.0 across 172 reviews; 1 has 50 or more reviews and 14 are rated 4.5 or higher. 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. 6 show a license on their websites and 2 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 33 years. 1 offers urgent consultations; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 13 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Fairfield take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Emerge Financial Group
“Emerge Financial Group's holistic financial economies process often exceeds the results of traditional needs based plans. To identify the most effective Financial Services and reporting strategies for you, our team will listen to your goals, and then...”
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Vintage Wealth Advisors
“I've trusted John for decades and am happy with his advice and management.”
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Napa Wealth Management
“Incredibly nice and friendly, really know there stuff.”
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Tyler Financial
“Tyler Financialwas founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most comprehensive and personal service available, to earn a reputation for excellence in our industry. For each of o...”
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ATS Tax and Financial Solutions
“They call me to make an appointment for my taxes.”
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Napa Valley Financial
“Welcome, I'm Mark Richmond, a financial consultant in Napa, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for ...”
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Harvest Financial
“Chal Daniels has been my financial advisor for a few years now and has done an amazing job of answering all of my questions and explaining how things work in the financial world.”
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Lobdell & Lane Wealth Management
“If you are looking for financial advisors who have the a high level of skill and knowledge, integrity, and kindness call them.”
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Bridget Harkins, CFP - Wheels Up Wealth
“You seek sound, patient guidance and a partner who can educate and empower you to make healthy financial decisions. Whether you've been left out of the conversation in the past or are simply seeking to improve your approach, we believe in bringing yo...”
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Paul Hanson Partners
“Great customer service, good rates and very knowledgeable about the industry to help make sure you always have the proper coverage for your business insurance!”
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Garrity Bookkeeping
“She delivers the goods”
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Financial Celebrations
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Kuhlmann Associates Financial
“There's no question divorce is one of the most stressful and emotionally charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is car...”
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Allegiance Financial
“Allegiance Financial is a full-service, family-owned company specializing in retirement and estate planning as well as planning for other personal objectives such as wealth preservation & risk management, investment portfolios and funding college.”
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MDG Legacy Advisors
“At MDG Legacy Advisors, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you're not just a number or one portfolio of many. You're our priority, and we ha...”
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Soares Financial
“Soares Financial, Inc. | 1832 Soscol #106, Napa, CA | Phone: 707-255-6900”
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Dedora Capital
“Before working at DeDora Capital, Dr. Hill was the Senior Portfolio Manager at Harrington Investments, Inc., and prior to that was a Portfolio Manager at the Camejo Group. Forrest earned his PhD from the Massachusetts Institute of Technology and spen...”
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Cavanagh Ringelman Cpas
Retirement Planning and Investment Management Services in Fairfield, CA Cost Estimates
Minimum cost
$1184
Maximum cost
$10058
National Average
$3550
Avg Per Hour Rates
$355
$2367
$6508
Typical price range is based on 414 cost profiles
Why these companies made our list
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