Near You · Fullerton
Financial Advisors Near You in Fullerton, CA
Find financial advisors close to you in Fullerton. All results are sorted by proximity and rated by real local customers.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Fullerton, CA by verified customer ratings and review volume. The highest-rated is California State University, Fullerton with a 4.4-star rating from 765 verified reviews. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
69
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
California State University, Fullerton
800 N State College Blvd, Fullerton, CA 92831, USA
Diane Luongo Gazich - C2 Financial Corporation
3261 N Harbor Blvd # B, Fullerton, CA 92835, USA
Pure Financial Advisors, LLC
3040 Saturn St Ste 100, Brea, CA 92821, USA
Financial Advisors Rankings in Fullerton, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | California State University, Fullerton800 N State College Blvd, Fullerton, CA 92831, USA | 4.4★ | 765 |
| #2 | Diane Luongo Gazich - C2 Financial Corporation3261 N Harbor Blvd # B, Fullerton, CA 92835, USA | 5.0★ | 69 |
| #3 | Pure Financial Advisors, LLC3040 Saturn St Ste 100, Brea, CA 92821, USA | 5.0★ | 45 |
| #4 | Savant Wealth Management2286 N State College Blvd, Fullerton, CA 92831, USA | 5.0★ | 1 |
| #5 | Nancy & Mario Carmona - The Carmona Team124 W Wilshire Ave B, Fullerton, CA 92832, USA | 5.0★ | 42 |
| #6 | GoldLine Wealth Management201 N Harbor Blvd Suite 100, Fullerton, CA 92832, USA | 5.0★ | 12 |
| #7 | Stone Financial Services, Inc.5207, 1561 E Orangethorpe Ave # 215, Fullerton, CA 92831, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Jason D Orsini, AAMS®1370 N Brea Blvd Suite 145, Fullerton, CA 92835, USA | 5.0★ | 1 |
| #9 | Mariner623 N Harbor Blvd, Fullerton, CA 92832, USA | 5.0★ | 1 |
| #10 | OC FINANCIAL SERVICES2330 W Valencia Dr, Fullerton, CA 92833, USA | 4.3★ | 30 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Fullerton
Savant Wealth Management
2286 N State College Blvd, Fullerton, CA 92831, USA
Nancy & Mario Carmona - The Carmona Team
124 W Wilshire Ave B, Fullerton, CA 92832, USA
GoldLine Wealth Management
201 N Harbor Blvd Suite 100, Fullerton, CA 92832, USA
Stone Financial Services, Inc.
5207, 1561 E Orangethorpe Ave # 215, Fullerton, CA 92831, USA
Edward Jones - Financial Advisor: Jason D Orsini, AAMS®
1370 N Brea Blvd Suite 145, Fullerton, CA 92835, USA
Mariner
623 N Harbor Blvd, Fullerton, CA 92832, USA
OC FINANCIAL SERVICES
2330 W Valencia Dr, Fullerton, CA 92833, USA
Newcastle Financial Advisors, Inc
2244 N State College Blvd, Fullerton, CA 92831, USA
Eclectic Associates
1440 N Harbor Blvd #220, Fullerton, CA 92835, USA
Pacific Advisors, LLC
1525 E Chapman Ave, Fullerton, CA 92831, USA
Crane & Associates Financial Planning
801 E Chapman Ave #104, Fullerton, CA 92831, USA
U.S. Bancorp Advisors - Financial Advisors: Emad Gindi
911 N Harbor Blvd, Fullerton, CA 92832, USA
Sackett Financial Group
915 W Imperial Hwy #160, Brea, CA 92821, USA
Office of Financial Aid
Gordon Hall, Fullerton, CA 92831, USA
Merrill Lynch Financial Advisor David Krake
145 S State College Blvd Suite 300/350, Brea, CA 92821, USA
U.S. Bancorp Advisors - Financial Advisors: Fullerton
1080 E Bastanchury Rd, Fullerton, CA 92835, USA
Fullerton Financial Planning
14155 N 83rd Ave UNIT 144, Peoria, AZ 85381, USA
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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 1, 2026.
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