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Tandy Consulting
- Documents
“We were searching for an accounting firm in the Fullerton, CA area to engage for bookkeeping, tax, corporate record keeping and consulting services for a Non-Profit Organization.”
Best Financial Advisors in Fullerton, CA
24 firms listed · 10 in Fullerton · 1 open 24/7 · 9 open weekends · 19 rated 4.5+
Data verified October 18, 2026
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Eclectic Associates
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J Kellogg & Co
“The best!”
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Rebecka Forrester Real Estate Sales & Financial Planner
- Sell
- Financial Advisor
- Intelligent
“Rebecka priced our home a little on the lower end of market causing a bidding war that brought in an offer of almost 15% above asking price in just one hour!”
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Crane & Associates Financial Planning
- Company
“I generally don't post reviews but I saw the 1star review (clearly posted on the wrong site) and wanted to state that I have had a 30+ year association with Donald Crane and Associates and would give this company my highest recommendation.”
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Fullerton Market
The 24 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 24 firms we list here, 10 are in Fullerton itself and 14 come from towns including Irvine (4, 17 mi), Long Beach (2, 15 mi) and Anaheim (1, 5 mi). 21 of the firms on this page have a rating, from 4.0 to 5.0 across 1,392 reviews; 8 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (91%) and quality (81%). 1 is open around the clock; 9 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are tax planning (4), elder care (3), estate planning (3), succession planning (3) and business services (2). 4 show a license on their websites; 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers urgent consultations; 2 offer payment plans; 8 offer a free initial consultation and 1 is family- or locally-owned. 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 Fullerton take financial planning bookings online?
11 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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Husami & Associates
“Husami and Associates was recommended by our estate lawyer, (Jeffrey Cavin, also excellent!”
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Kemp Financial Management
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The Blackmont Group
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Stone Financial Services
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Atlantic Tax Services
- Environment
- Team
- Company
“The best in town!”
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Clearbooks CPA
- Sales Tax
- Questions
- Financial
“Based on our conversation, he advised alternative methods and provided some information on other tax incentives that may be more suited to our scenario.”
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Sense Financial Services
- Research
- Self-Directed Ira
- Company
“I love the diversity of investing in what I want, versus the being limited to the options I've encountered in many corporate retirement plans I've had previously.”
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Stan Diliberto, Cpa, CFP
- Questions
- Tax Preparation
- Investments
“I called his office this morning and he had time to talk to me so I explained the issue I was having with an amended tax return that, along with the IRS, was giving me fits.”
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The Agency
- Results
- Credit
- Questions
“I've been doin my taxes here for about 3 years now n so far i love the service n my refunds😆, fair pricing n Alfred n the lovely ladies r so friendly&kind to speak to.”
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Udirect IRA Services
- Custodian
- Account
- Real Estate
“Furthermore, they exceeded all the estimated processing times they specified up front, while maintaining continuous communication with me through the whole process.”
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Bharmal & Associates
- Review
- Questions
- Documents
“After a very complicated tax year Shoaib and his team, I worked specifically with Kate, were incredibly helpful and diligent in making sure that everything was taken care of.”
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Montue, Woodard & Associates
- Team
- Office
“Even though I live in the center of orange county, I still am willing to make the trip to Long Beach because of their excellent years of service they have given me.”
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Life Design Financial & Insurance Services
- Advice
- Needs
- Knowledge
“However, after sitting down with him and feeling comfortable with him as a person as well as his expertise in his field, I decided to make a switch to his company and am happy that I did.”
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Tax Professionals, CPA
“I have been doing my taxes with them for two years, I will definitely get their help again, and I would recommend you do it w them to get more refund with a peace mind.”
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Rescue One Financial
- Debt Consolidation
- Company
- Paying
“I am very happy to be working with Rescue 1 Financial as they have worked some magic for me and were able to consolidate a lot of debt into 1 low payment with a lower rate.”
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Kim R. Coyle CPA & Associates Orange County CPA
- Call
“As an accountant I know he does audits and helps with tax problems, if I something were to happen to my finances and taxes I know the first person I'd call to get some help would be Kim.”
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Edwin Does Taxes
- Informative
- Questions
- Tax Preparer
“Edwin does taxes , company and all of the people works there are great and helpful I started with my taxes filing and other matters to take care by Edwin does taxes 2019, 2020 and will continue use Edwin does taxes for any tax matter.”
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Smartcpa - Chino Hills
- Numbers
- Questions
- Team
“Thank you for putting more money in my pocket and for answering all my questions!”
Retirement Planning and Investment Management Services in Fullerton, CA Cost Estimates
Minimum cost
$1196
Maximum cost
$10162
National Average
$3587
Avg Per Hour Rates
$359
$2391
$6575
Average price range is based on 364 cost profiles
Why these companies made our list
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