Financial Planners in Fairfield, CA — 5 Firms (2026)
5 financial planners in Fairfield, California meet our listing bar — a website plus a public review record. They average 3.50★ across 5 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is First Command Financial Advisor - Lucas Desautels at 5.0★ across 16 Google reviews.
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FC
Financial PlanningFairfield, CA
Financial Planning in Fairfield, California offering financial planning. Rated 5.0★ across 16 Google reviews.
SW
Summit Wealth Group✓ Verified
Financial PlanningFairfield, CA
Financial Planning in Fairfield, California offering financial planning. Rated 5.0★ across 6 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningFairfield, CA
Financial Planning in Fairfield, California offering financial planning, and advisory. Rated 3.0★ across 42 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningFairfield, CA
Financial Planning in Fairfield, California offering advisory. Rated 2.4★ across 28 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningFairfield, CA
Financial Planning in Fairfield, California offering financial planning, and advisory. Rated 2.1★ across 14 Google reviews.
Top financial planners in Fairfield
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | First Command Financial Advisor - Lucas Desautels✓ | Financial Planning | ★ 5.0 | 16 |
| 2 | Summit Wealth Group✓ | Financial Planning | ★ 5.0 | 6 |
| 3 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 3.0 | 42 |
| 4 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.4 | 28 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.1 | 14 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.