10+ Years · Fremont
Experienced Financial Advisors in Fremont, CA
Experience matters. These financial advisors in Fremont have years of proven work behind them — and the reviews to back it up.
As of July 2026, RatingsNearMe ranks 17 financial advisors in Fremont, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Turnkey Financial Solutions with a 5.0-star rating from 93 Google reviews and an RNM Score of 83/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Moore Financial Services
Moore Financial Services stands out as the top-ranked advisor in Fremont due to its consistent high ratings and strong reputation for personalized financial planning.
Most Reviewed
Edward Jones - Financial Advisor: Eunice H Scholten, CFP®|AAMS®
A high number of reviews indicates broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in Fremont, consider both the advisor's credentials and the number of client reviews to ensure a good fit for your specific financial goals. It's also wise to schedule initial consultations to compare their approach and fees.
Local Market Snapshot
17
Businesses listed
4.8★
Avg rating
12
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Highly rated financial advisor with a perfect 5.0★ score from nearly 100 reviews.
33170 Alvarado-Niles Rd #1659, Union City, CA 94587, USARated 5.0 stars from 28 Google reviews, this Fremont financial advisor is highly trusted.
Blacow Building, 38950 Blacow Rd # A, Fremont, CA 94536, USAConsistently rated 4.8 stars from 10 local Google reviews.
3161 Stevenson Blvd, Fremont, CA 94538, USAFinancial 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 | Moore Financial Services39275 State St, Fremont, CA 94538, USA | 4.1★ | 9 |
| #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 | Abundance Wealth Planning, a Farther (Financial Life Focus) company39899 Balentine Dr #200, Newark, CA 94560, USA | 5.0★ | 3 |
| #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 | Edward Jones - Financial Advisor: Daniel J Zachary, CFP®|ChFC®|AAMS®39500 Stevenson Pl Ste 201, Fremont, CA 94539, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Fremont
Trusted by clients with a solid 4.1-star rating from 9 reviews.
39275 State St, Fremont, CA 94538, USA
Trusted by clients with a perfect 5.0 rating from verified reviews.
39849 Paseo Padre Pkwy, Fremont, CA 94538, USA
Exceptional 5.0-star rating from five Google reviews for Fremont financial advising.
34291 Eucalyptus Terrace, Fremont, CA 94555, USA
Rated 5.0 stars from three Google reviews, this Fremont advisor is highly regarded.
39899 Balentine Dr #200, Newark, CA 94560, USA
Exceptional 5.0-star rating from 1 Google review for Fremont financial guidance.
42650 Christy St, Fremont, CA 94538, USA
5.0★ rating from 1 Google review, reflecting exceptional client satisfaction.
39300 Fremont Blvd, Fremont, CA 94538, USA
Consistently earns a perfect 5.0-star rating from clients.
39500 Stevenson Pl Ste 201, Fremont, CA 94539, USA
A financial advisor in Fremont with no online reviews yet.
39533 Paseo Padre Pkwy, Fremont, CA 94538, USA
A new Fremont financial advisor with no client reviews yet to reference.
39355 California St Suite 201A, Fremont, CA 94538, USA
A local financial advisor in Fremont with no customer reviews yet.
43360 Mission Blvd #210, Fremont, CA 94539, USA
Rated 5.0 stars from 3 Google reviews, this Fremont financial advisor earns high client praise.
46520 Fremont Blvd STE 606, Fremont, CA 94538, USA
Consistently rated 4.0 stars from a small number of client reviews.
2201 Walnut Ave #210, Fremont, CA 94536, USA
4.0 stars from a handful of reviews for a local financial advisor.
3909-B Decoto Rd, Fremont, CA 94555, USA
A new Fremont financial advisor with no client reviews yet.
39390 Fremont Blvd, Fremont, CA 94538, USA
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Financial Advisors in Fremont, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Turnkey Financial Solutions | 83/100 | 5.0 ★ | 93 |
| 2 | NC FINANCIAL SOLUTIONS LLC | 77/100 | 5.0 ★ | 28 |
| 3 | Charles Schwab | 68/100 | 4.8 ★ | 10 |
| 4 | Moore Financial Services | 56/100 | 4.1 ★ | 9 |
| 5 | Edward Jones - Financial Advisor: Eunice H Scholten, CFP®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 6 | Encover Personal Finance LLC | 68/100 | 5.0 ★ | 5 |
| 7 | Abundance Wealth Planning, a Farther (Financial Life Focus) company | 66/100 | 5.0 ★ | 3 |
| 8 | Peace of Mind Finance | 62/100 | 5.0 ★ | 1 |
| 9 | Merrill Investment & Retirement Financial Center | 62/100 | 5.0 ★ | 1 |
| 10 | Edward Jones - Financial Advisor: Daniel J Zachary, CFP®|ChFC®|AAMS® | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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