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Financial Advisors in Richmond, CA — Free Estimates
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As of May 2026, RatingsNearMe ranks 9 financial advisors in Richmond, CA by verified customer ratings and review volume. The highest-rated is Financial Freedom Planners with a 5.0-star rating from 134 verified reviews. Also in the top tier: Tomren Wealth Management and Insight Wealth Strategies. The average rating across all listed financial advisors in Richmond is 5 stars from 23 reviews per business on average.
Financial advisors in Richmond 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
9
Businesses listed
5★
Avg rating
23
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Financial Freedom Planners
4801 Cox Rd Suite 201, Glen Allen, VA 23060, USA
Tomren Wealth Management
Bishop Ranch 15, 12667 Alcosta Blvd Suite 355, San Ramon, CA 94583, USA
Insight Wealth Strategies
2603 Camino Ramon #350, San Ramon, CA 94583, USA
Financial Advisors Rankings in Richmond, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Financial Freedom Planners4801 Cox Rd Suite 201, Glen Allen, VA 23060, USA | 5.0★ | 134 |
| #2 | Tomren Wealth ManagementBishop Ranch 15, 12667 Alcosta Blvd Suite 355, San Ramon, CA 94583, USA | 5.0★ | 35 |
| #3 | Insight Wealth Strategies2603 Camino Ramon #350, San Ramon, CA 94583, USA | 5.0★ | 23 |
| #4 | Private Fiduciaries of California, Inc.32a Washington Ave, Point Richmond, CA 94801, USA | 5.0★ | 1 |
| #5 | LTC Financial Partners503 Commodore Dr, Richmond, CA 94804, USA | 5.0★ | 1 |
| #6 | Wealth Enhancement Group6333 Potrero Ave Suite 200, El Cerrito, CA 94530, USA | 5.0★ | 3 |
| #7 | Simple Life Financial216 San Carlos Ave, El Cerrito, CA 94530, USA | 5.0★ | 1 |
| #8 | Pacific Wealth Planning, Inc.318 Diablo Rd Suite 150, Danville, CA 94526, USA | 5.0★ | 2 |
| #9 | Executive Wealth Strategies3201 Danville Blvd #170, Alamo, CA 94507, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Richmond
Private Fiduciaries of California, Inc.
32a Washington Ave, Point Richmond, CA 94801, USA
LTC Financial Partners
503 Commodore Dr, Richmond, CA 94804, USA
Wealth Enhancement Group
6333 Potrero Ave Suite 200, El Cerrito, CA 94530, USA
Simple Life Financial
216 San Carlos Ave, El Cerrito, CA 94530, USA
Pacific Wealth Planning, Inc.
318 Diablo Rd Suite 150, Danville, CA 94526, USA
Executive Wealth Strategies
3201 Danville Blvd #170, Alamo, CA 94507, USA
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Frequently Asked Questions — Financial Advisors in Richmond
What is a fiduciary financial advisor and why does it matter in Richmond?
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 Richmond, 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 Richmond?
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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