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Emergency Financial Advisors in Fullerton, CA — Available 24/7

When you can't wait, these financial advisors in Fullerton offer emergency response. Call now — most respond within the hour.

As of June 2026, RatingsNearMe ranks 20 financial advisors in Fullerton, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is California State University, Fullerton with a 4.4-star rating from 765 Google reviews and an RNM Score of 78/100. Also in the top tier: Diane Luongo Gazich - C2 Financial Corporation and Pure Financial Advisors, LLC. The average rating across all listed financial advisors in Fullerton is 4.6 stars from 69 reviews per business on average.

Financial advisors in Fullerton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

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Local Market Snapshot

20

Businesses listed

4.6★

Avg rating

69

Avg reviews

Jun 13, 2026

Last updated

Top Rated Financial Advisors

4.4(765 reviews)

4.4 stars from 765 reviews shows consistently strong client satisfaction.

800 N State College Blvd, Fullerton, CA 92831, USA
5.0(69 reviews)

Exceptional 5.0-star rating from 69 Google reviews, serving Fullerton.

3261 N Harbor Blvd # B, Fullerton, CA 92835, USA
5.0(45 reviews)

5.0 stars from 45 reviews, reflecting exceptional client satisfaction.

3040 Saturn St Ste 100, Brea, CA 92821, USA

Financial Advisors Rankings in Fullerton, CA

#BusinessRatingReviews
#1California State University, Fullerton800 N State College Blvd, Fullerton, CA 92831, USA4.4765
#2Diane Luongo Gazich - C2 Financial Corporation3261 N Harbor Blvd # B, Fullerton, CA 92835, USA5.069
#3Pure Financial Advisors, LLC3040 Saturn St Ste 100, Brea, CA 92821, USA5.045
#4Stone Financial Services, Inc.5207, 1561 E Orangethorpe Ave # 215, Fullerton, CA 92831, USA5.01
#5Merrill Lynch Financial Advisor David Krake145 S State College Blvd Suite 300/350, Brea, CA 92821, USA5.030
#6Edward Jones - Financial Advisor: Jason D Orsini, AAMS®1370 N Brea Blvd Suite 145, Fullerton, CA 92835, USA5.01
#7Fullerton Financial Planning14155 N 83rd Ave UNIT 144, Peoria, AZ 85381, USA4.370
#8Nancy & Mario Carmona - The Carmona Team124 W Wilshire Ave B, Fullerton, CA 92832, USA5.042
#9OC FINANCIAL SERVICES2330 W Valencia Dr, Fullerton, CA 92833, USA4.330
#10GoldLine Wealth Management201 N Harbor Blvd Suite 100, Fullerton, CA 92832, USA5.012

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Fullerton

4
5.0· 1 reviews

5.0 stars from 1 Google review, reflecting exceptional client satisfaction.

5207, 1561 E Orangethorpe Ave # 215, Fullerton, CA 92831, USA

5
5.0· 30 reviews

Boasting a flawless 5.0-star rating from 30 client reviews, this trusted Fullerton advisor excels.

145 S State College Blvd Suite 300/350, Brea, CA 92821, USA

6
5.0· 1 reviews

5.0-star rating from a handful of Google reviews reflects exceptional client satisfaction.

1370 N Brea Blvd Suite 145, Fullerton, CA 92835, USA

7
4.3· 70 reviews

Consistently rated 4.3 stars from over 70 local reviews.

14155 N 83rd Ave UNIT 144, Peoria, AZ 85381, USA

8
5.0· 42 reviews

Trusted by 42 clients with a perfect 5.0-star average rating.

124 W Wilshire Ave B, Fullerton, CA 92832, USA

9
4.3· 30 reviews

Trusted by locals with a solid 4.3-star rating from 30 reviews.

2330 W Valencia Dr, Fullerton, CA 92833, USA

10
5.0· 12 reviews

Exceptional 5.0-star rating from 12 Google reviews in Fullerton.

201 N Harbor Blvd Suite 100, Fullerton, CA 92832, USA

11
3.8· 11 reviews

A local financial advisor in Fullerton with a 3.8-star rating from 11 reviews.

911 N Harbor Blvd, Fullerton, CA 92832, USA

12
4.2· 5 reviews

Rated 4.2 stars from 5 reviews, this Fullerton advisor offers solid local financial guidance.

801 E Chapman Ave #104, Fullerton, CA 92831, USA

13
5.0· 4 reviews

5.0 stars from 4 Google reviews, reflecting exceptional client satisfaction.

1440 N Harbor Blvd #220, Fullerton, CA 92835, USA

14
5.0· 3 reviews

Exceptional 5.0-star rating from a handful of Google reviews.

915 W Imperial Hwy #160, Brea, CA 92821, USA

15
5.0· 1 reviews

Consistently earns a perfect 5.0-star rating from its customers.

2286 N State College Blvd, Fullerton, CA 92831, USA

16
5.0· 1 reviews

5.0-star rating from 1 Google review in Fullerton, CA.

623 N Harbor Blvd, Fullerton, CA 92832, USA

17
· 0 reviews

Fullerton financial advisor with no online reviews yet; check back for client feedback.

2244 N State College Blvd, Fullerton, CA 92831, USA

18
· 0 reviews

A local financial advisor in Fullerton with no online reviews yet.

1525 E Chapman Ave, Fullerton, CA 92831, USA

19
1.5· 86 reviews

1.5-star rating from 86 reviews indicates mixed feedback for this Fullerton financial advisor.

Gordon Hall, Fullerton, CA 92831, USA

20
· 0 reviews

This financial advisor currently has no customer reviews to reference.

1080 E Bastanchury Rd, Fullerton, CA 92835, USA

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Financial Advisors in Fullerton, CA — Compared

#BusinessRNM ScoreRatingReviews
1California State University, Fullerton78/1004.4 ★765
2Diane Luongo Gazich - C2 Financial Corporation81/1005.0 ★69
3Pure Financial Advisors, LLC79/1005.0 ★45
4Stone Financial Services, Inc.62/1005.0 ★1
5Merrill Lynch Financial Advisor David Krake77/1005.0 ★30
6Edward Jones - Financial Advisor: Jason D Orsini, AAMS®62/1005.0 ★1
7Fullerton Financial Planning70/1004.3 ★70
8Nancy & Mario Carmona - The Carmona Team79/1005.0 ★42
9OC FINANCIAL SERVICES65/1004.3 ★30
10GoldLine Wealth Management72/1005.0 ★12

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026

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Frequently Asked Questions — Financial Advisors in Fullerton

What is a fiduciary financial advisor and why does it matter in Fullerton?

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 Fullerton, 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 Fullerton?

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: June 13, 2026.

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About This Financial Advisors Directory — Fullerton, CA

This page lists and ranks 20 financial advisors serving Fullerton, CA as of June 2026. The average verified rating across all listings is 4.6 stars, with an average of 69 customer reviews per business. The top-ranked financial advisors in Fullerton by our algorithm is California State University, Fullerton (4.4 stars, 765 reviews). Financial advisors in Fullerton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Fullerton: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the CA licensing board before hiring.

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