Financial Planners in Fresno, CA — 29 Firms (2026)
29 financial planners in Fresno, California meet our listing bar — a website plus a public review record. They average 3.48★ across 29 rated firms, and 6 are rated 4.5★ or higher. The highest-rated is Consolidated Financial Services at 5.0★ across 166 Google reviews.
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CF
Consolidated Financial Services✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning. Rated 5.0★ across 166 Google reviews.
SL
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning. Rated 5.0★ across 17 Google reviews.
KW
KERR WEALTH MANAGEMENT✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 5.0★ across 16 Google reviews.
AP
AGAPE PLANNING PARTNERS✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning. Rated 5.0★ across 12 Google reviews.
FE
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning. Rated 5.0★ across 11 Google reviews.
SF
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 4.5★ across 13 Google reviews.
WF
Whelan Financial✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning. Rated 4.4★ across 7 Google reviews.
WF
World Financial Group✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 4.3★ across 11 Google reviews.
LF
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning. Rated 4.3★ across 6 Google reviews.
PF
Pillar Financial Group✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning. Rated 4.2★ across 5 Google reviews.
MS
Mason Street Wealth Management✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning. Rated 3.9★ across 11 Google reviews.
BL
Bankers Life✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning. Rated 3.8★ across 8 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 3.4★ across 44 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 3.4★ across 35 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering advisory. Rated 3.3★ across 47 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 3.3★ across 30 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 3.2★ across 9 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering advisory. Rated 3.1★ across 31 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering advisory. Rated 3.0★ across 34 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 2.8★ across 70 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 2.8★ across 54 Google reviews.
LF
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning. Rated 2.6★ across 46 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 2.5★ across 167 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 2.4★ across 50 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 2.3★ across 81 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 2.3★ across 66 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 2.2★ across 66 Google reviews.
SF
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning. Rated 2.1★ across 11 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning, and advisory. Rated 1.7★ across 88 Google reviews.
Top financial planners in Fresno
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Consolidated Financial Services✓ | Financial Planning | ★ 5.0 | 166 |
| 2 | Scott Lee Herrell, Financial Professional - New York Life✓ | Financial Planning | ★ 5.0 | 17 |
| 3 | KERR WEALTH MANAGEMENT✓ | Financial Planning | ★ 5.0 | 16 |
| 4 | AGAPE PLANNING PARTNERS✓ | Financial Planning | ★ 5.0 | 12 |
| 5 | Freedom Equity Group | Financial Planning | ★ 5.0 | 11 |
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.