Financial Planners in Palo Alto, CA — 6 Firms (2026)
6 financial planners in Palo Alto, California meet our listing bar — a website plus a public review record. They average 3.37★ across 6 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is J.P. Morgan at 4.0★ across 9 Google reviews.
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JM
J.P. Morgan✓ Verified
Financial PlanningPalo Alto, CA
Financial Planning in Palo Alto, California offering financial planning. Rated 4.0★ across 9 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningPalo Alto, CA
Financial Planning in Palo Alto, California offering financial planning, and advisory. Rated 3.7★ across 52 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningPalo Alto, CA
Financial Planning in Palo Alto, California offering financial planning. Rated 3.7★ across 16 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningPalo Alto, CA
Financial Planning in Palo Alto, California offering advisory. Rated 3.0★ across 27 Google reviews.
ML
Merrill Lynch Wealth Management✓ Verified
Financial PlanningPalo Alto, CA
Financial Planning in Palo Alto, California offering financial planning. Rated 3.0★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningPalo Alto, CA
Financial Planning in Palo Alto, California offering financial planning, and advisory. Rated 2.8★ across 32 Google reviews.
Top financial planners in Palo Alto
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | J.P. Morgan✓ | Financial Planning | ★ 4.0 | 9 |
| 2 | Bank of America Financial Center✓ | Financial Planning | ★ 3.7 | 52 |
| 3 | Fidelity Investments✓ | Financial Planning | ★ 3.7 | 16 |
| 4 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.0 | 27 |
| 5 | Merrill Lynch Wealth Management✓ | Financial Planning | ★ 3.0 | 5 |
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.