4.5+ Stars · Fremont
Highly Rated Financial Advisors in Fremont, CA
Only the best make this list. These financial advisors in Fremont have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Fremont, CA by verified customer ratings and review volume. The highest-rated is Turnkey Financial Solutions with a 5.0-star rating from 93 verified reviews. Also in the top tier: NC FINANCIAL SOLUTIONS LLC and Charles Schwab. The average rating across all listed financial advisors in Fremont is 4.8 stars from 12 reviews per business on average.
Financial advisors in Fremont typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
4.8★
Avg rating
12
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Turnkey Financial Solutions
33170 Alvarado-Niles Rd #1659, Union City, CA 94587, USA
NC FINANCIAL SOLUTIONS LLC
Blacow Building, 38950 Blacow Rd # A, Fremont, CA 94536, USA
Charles Schwab
3161 Stevenson Blvd, Fremont, CA 94538, USA
Financial Advisors Rankings in Fremont, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Turnkey Financial Solutions33170 Alvarado-Niles Rd #1659, Union City, CA 94587, USA | 5.0★ | 93 |
| #2 | NC FINANCIAL SOLUTIONS LLCBlacow Building, 38950 Blacow Rd # A, Fremont, CA 94536, USA | 5.0★ | 28 |
| #3 | Charles Schwab3161 Stevenson Blvd, Fremont, CA 94538, USA | 4.8★ | 10 |
| #4 | Edward Jones - Financial Advisor: Daniel J Zachary, CFP®|ChFC®|AAMS®39500 Stevenson Pl Ste 201, Fremont, CA 94539, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Eunice H Scholten, CFP®|AAMS®39849 Paseo Padre Pkwy, Fremont, CA 94538, USA | 5.0★ | 1 |
| #6 | Encover Personal Finance LLC34291 Eucalyptus Terrace, Fremont, CA 94555, USA | 5.0★ | 5 |
| #7 | Morling Financial Advisors39355 California St Suite 201A, Fremont, CA 94538, USA | — | — |
| #8 | Peace of Mind Finance42650 Christy St, Fremont, CA 94538, USA | 5.0★ | 1 |
| #9 | Merrill Investment & Retirement Financial Center39300 Fremont Blvd, Fremont, CA 94538, USA | 5.0★ | 1 |
| #10 | Moore Financial Services39275 State St, Fremont, CA 94538, USA | 4.1★ | 9 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Fremont
Edward Jones - Financial Advisor: Daniel J Zachary, CFP®|ChFC®|AAMS®
39500 Stevenson Pl Ste 201, Fremont, CA 94539, USA
Edward Jones - Financial Advisor: Eunice H Scholten, CFP®|AAMS®
39849 Paseo Padre Pkwy, Fremont, CA 94538, USA
Encover Personal Finance LLC
34291 Eucalyptus Terrace, Fremont, CA 94555, USA
Morling Financial Advisors
39355 California St Suite 201A, Fremont, CA 94538, USA
Peace of Mind Finance
42650 Christy St, Fremont, CA 94538, USA
Merrill Investment & Retirement Financial Center
39300 Fremont Blvd, Fremont, CA 94538, USA
Moore Financial Services
39275 State St, Fremont, CA 94538, USA
David Mogannam - Financial Advisor
39533 Paseo Padre Pkwy, Fremont, CA 94538, USA
Edward Jones - Financial Advisor: Zubair A Hakimi
43360 Mission Blvd #210, Fremont, CA 94539, USA
U.S. Bancorp Advisors - Financial Advisors: Fremont
39390 Fremont Blvd, Fremont, CA 94538, USA
Abundance Wealth Planning, a Farther (Financial Life Focus) company
39899 Balentine Dr #200, Newark, CA 94560, USA
Opportunity Capital Partners
2201 Walnut Ave #210, Fremont, CA 94536, USA
Mastermind College Funding Group
46520 Fremont Blvd STE 606, Fremont, CA 94538, USA
FB Financial Services
3909-B Decoto Rd, Fremont, CA 94555, USA
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Frequently Asked Questions — Financial Advisors in Fremont
What is a fiduciary financial advisor and why does it matter in Fremont?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Fremont, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Fremont?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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