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Tandy Consulting
“He completes our taxes quickly, makes the entire process effortless, and takes a lot of the stress out of tax season, especially for my wife, who usually gets pretty anxious about taxes.”
Best Financial Advisors in Fullerton, CA
15 firms listed · 8 in Fullerton · 2 open weekends · 13 rated 4.5+ · 4 show a license
Data verified October 18, 2026
Eclectic Associates
“We have been very relieved to have had the guidance and expertise of Eclectic for many years.”
Rebecka Forrester Real Estate Agent
“I'm so used to "handling everything myself" in these kinds of situations that I quickly realized with Rebecka I could relax and trust she was on top of it.”
J Kellogg & Co
Crane & Associates Financial Planning
“Highly professional, I would definitely recommend anyone planning for retirement to check them out.”
Husami & Associates
The 15 firms listed for Fullerton, 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: Fullerton, CA
Of the 15 firms we list here, 8 are in Fullerton itself and 7 come from towns including Anaheim (1, 5 mi), Rowland Heights (1, 6 mi) and Orange (1, 8 mi). 14 of the firms on this page have a rating, from 4.2 to 5.0 across 715 reviews; 4 have 50 or more reviews and 13 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax planning (4), estate planning (3), non-profit organizations (3), back taxes owed (2) and bankruptcy (2). 4 show a license on their websites; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 11 list a public email and 6 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.
Why are financial advisers outside Fullerton listed here?
8 of the 15 firms are located in Fullerton. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Stone Financial Services
The Blackmont Group
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Sense Financial Services
“Knowledgeable, reasonable rates, responsive, great resources on their website, ongoing education opportunities.”
Stan Diliberto, Cpa, CFP
“He offers excellent service as he is thorough, consiensious, and attentive.”
The Agency
“Coming in to talk to somebosy about my taxes and Jennifer front desk really helped me out and presented the company very well and so outgoing”
JCB Financial Services
“I highly recommend JCB Financial Services for anyone seeking professional and reliable accounting services.”
Benson Liao Insurance & Financial Center - Benson Liao
“He takes his time with you, answer any/all of your questions you might have.”
Life Design Financial & Insurance Services
“He was able to communicate his intentions to do what is best for my wife and my financial future.”
Financial Advisors Network
“Tyler Thompkins has really been so instrumental in our retirement planning and financial decisions.”
Why these companies made our list
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