Financial Planners in Fremont, CA — 9 Firms (2026)
9 financial planners in Fremont, California meet our listing bar — a website plus a public review record. They average 3.03★ across 9 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Encover Personal Finance LLC at 5.0★ across 5 Google reviews.
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Encover Personal Finance LLC✓ Verified
Financial PlanningFremont, CA
Financial Planning in Fremont, California offering financial planning. Rated 5.0★ across 5 Google reviews.
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Bank of America Financial Center✓ Verified
Financial PlanningFremont, CA
Financial Planning in Fremont, California offering financial planning, and advisory. Rated 4.5★ across 60 Google reviews.
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TD Ameritrade✓ Verified
Financial PlanningFremont, CA
Financial Planning in Fremont, California offering financial planning, and advisory. Rated 3.2★ across 9 Google reviews.
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Bank of America Financial Center✓ Verified
Financial PlanningFremont, CA
Financial Planning in Fremont, California offering financial planning, and advisory. Rated 3.0★ across 20 Google reviews.
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BMO Bank N.A Branches✓ Verified
Financial PlanningFremont, CA
Financial Planning in Fremont, California offering advisory. Rated 2.9★ across 23 Google reviews.
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Bank of America Financial Center✓ Verified
Financial PlanningFremont, CA
Financial Planning in Fremont, California offering financial planning, and advisory. Rated 2.4★ across 180 Google reviews.
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Bank of America Financial Center✓ Verified
Financial PlanningFremont, CA
Financial Planning in Fremont, California offering financial planning, and advisory. Rated 2.4★ across 83 Google reviews.
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Bank of America ATM✓ Verified
Financial PlanningFremont, CA
Financial Planning in Fremont, California offering financial planning, and advisory. Rated 2.4★ across 7 Google reviews.
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BMO Bank N.A Branches✓ Verified
Financial PlanningFremont, CA
Financial Planning in Fremont, California offering advisory. Rated 1.5★ across 8 Google reviews.
Top financial planners in Fremont
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Encover Personal Finance LLC✓ | Financial Planning | ★ 5.0 | 5 |
| 2 | Bank of America Financial Center✓ | Financial Planning | ★ 4.5 | 60 |
| 3 | TD Ameritrade✓ | Financial Planning | ★ 3.2 | 9 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 3.0 | 20 |
| 5 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.9 | 23 |
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.