Financial Planners in Murrieta, CA — 9 Firms (2026)
9 financial planners in Murrieta, California meet our listing bar — a website plus a public review record. They average 3.89★ across 9 rated firms, and 5 are rated 4.5★ or higher. The highest-rated is Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor at 5.0★ across 123 Google reviews.
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AW
Financial PlanningMurrieta, CA
Financial Planning in Murrieta, California offering financial planning. Rated 5.0★ across 123 Google reviews.
RM
Ross & Mary Hunt, Inc✓ Verified
Financial PlanningMurrieta, CA
Financial Planning in Murrieta, California offering financial planning, and advisory. Rated 5.0★ across 8 Google reviews.
ID
Intelligence Driven Advisers✓ Verified
Financial PlanningMurrieta, CA
Financial Planning in Murrieta, California offering financial planning, and advisory. Rated 5.0★ across 5 Google reviews.
MG
Marathon Group Financial✓ Verified
Financial PlanningMurrieta, CA
Financial Planning in Murrieta, California offering financial planning. Rated 4.9★ across 107 Google reviews.
NF
News Financial & Insurance Services✓ Verified
Financial PlanningMurrieta, CA
Financial Planning in Murrieta, California offering advisory. Rated 4.5★ across 10 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningMurrieta, CA
Financial Planning in Murrieta, California offering financial planning, and advisory. Rated 3.0★ across 29 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningMurrieta, CA
Financial Planning in Murrieta, California offering financial planning, and advisory. Rated 2.7★ across 55 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningMurrieta, CA
Financial Planning in Murrieta, California offering financial planning, and advisory. Rated 2.5★ across 27 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningMurrieta, CA
Financial Planning in Murrieta, California offering financial planning, and advisory. Rated 2.4★ across 40 Google reviews.
Top financial planners in Murrieta
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor✓ | Financial Planning | ★ 5.0 | 123 |
| 2 | Ross & Mary Hunt, Inc✓ | Financial Planning | ★ 5.0 | 8 |
| 3 | Intelligence Driven Advisers✓ | Financial Planning | ★ 5.0 | 5 |
| 4 | Marathon Group Financial✓ | Financial Planning | ★ 4.9 | 107 |
| 5 | News Financial & Insurance Services✓ | Financial Planning | ★ 4.5 | 10 |
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.