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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Fresno
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
65
non-vetted advisors in your local area. These financial advisors in
Fresno, California
have an average of
11
years of experience.
NOTE: The list of financial
advisors in
Fresno, California
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Fresno, California.
| Qualified Financial Advisors in Fresno, California | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| James Anadon
CAITLIN JOHN DBA: OLIVIA WEALTH MANAGEMENT 42012 Rd 52, Reedley, CA 93654 |
11 | $3,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 6332486
Firm CRD# 154494
Series 66
Compensation/Fee Fee-Based, Hourly, Based on Assets
Office Location
42012 Rd 52,
Reedley,
CA
93654
Phone Number
209-346-2535
Born in the Bay Area, I was forced to seek stability and dance with uncertainty from an early age in the foster care system. My ability to listen, comprehend, and tailor creative financial strategies to protect and grow the wealth of my clients have been a direct result of my life experiences. After sharpening my skills at a major Wall Street firm in the Bay Area, I realized that my personal and professional standards were better aligned with an independent, comprehensive, and holistic firm to better serve my clients best interests. As your trusted advisor, listening to you and your familys dreams and values gives me the depth of understanding to guide our investment decisions. I currently reside in California with my wife, Letty, and our daughter, Olivia, plus one on the way. Collectively, we thrive to live intentionally. My intent is to inspire, equip, and teach our kids to have a heart to serve others. In our leisure time you can find us on the hunt for the best sushi spot, visiting our favorite hiking trails, or soaking up the sun at the beach.
We are a family centered Investment Management and holistic Financial Planning firm that believes there is no cookie cutter plan or investment approach for everybody. It is our mission to be intentional about learning your story so we can carefully tailor a financial blueprint and investment plan that fits your unique goals and needs. In other words, we grow together. Olivia Wealth Management specializes in quality and holistic Financial planning, Tax planning, Retirement planning, Equity based compensation strategies, and customized investment strategies for individuals, families, and businesses. We do this by leveraging the best technologies available to make your experience personable and convenient.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in Fresno, California (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| SCF INVESTMENT ADVISORS, INC.
155 E. Shaw Avenue , #102, Fresno, CA 93710 |
$1,907,294,882 | 7004 |
A percentage of AUM Hourly charges Fixed fees |
| REGENCY INVESTMENT ADVISORS INC
1312 W Herndon, Suite 101, Fresno, CA 93711 |
$777,355,294 | 1575 |
A percentage of AUM Hourly charges Fixed fees |
| FORD FINANCIAL GROUP
5260 N. Palm Avenue , Suite 221, Fresno, CA 93704 |
$626,731,257 | 2007 |
A percentage of AUM Hourly charges |
| WHELAN FINANCIAL
7700 North Palm Ave. #201, Fresno, CA 93711-5780 |
$484,147,491 | 979 |
A percentage of AUM Fixed fees |
| BRIDGEWEALTH ADVISORY GROUP, LLC
986 West Alluvial Ave. , Suite 101, Fresno, CA 93711 |
$387,390,703 | 1178 |
A percentage of AUM Hourly charges |
| PRIVATE WEALTH ADVISORS
7447 N. First Street , Suite 202, Fresno, CA 93720 |
$353,480,056 | 415 |
A percentage of AUM Hourly charges Fixed fees |
| PATHWAYS ADVISORY GROUP, INC.
684 West Cromwell Avenue , Suite 103, Fresno, CA 93711 |
$246,273,482 | 878 |
A percentage of AUM Hourly charges Fixed fees |
| PORTFOLIO ADVISORS, INC.
7571 N. Remington Ave., Ste. 105, Fresno, CA 93711-5799 |
$236,251,628 | 823 |
A percentage of AUM Fixed fees Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT) |
| PLAN FINANCIAL
9 E River Park Pl E, Suite 440, Fresno, CA 93720-1530 |
$185,938,462 | 754 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Brandon D. Uttich Inquire with Brandon |
1350 E. Spruce Avenue, Fresno, CA 93720 | 559-650-2678 |
| Abel Araujo Inquire with Abel |
5250 N Palm Ave, Suite 321, Fresno, CA 93704 | 559-438-2530 |
| Brian A Oakes Inquire with Brian |
5250 N Palm Ave, Suite 321, Fresno, CA 93704 | 559-438-2548 |
| Braden McKeighan Inquire with Braden |
5250 N Palm Ave, Suite 321, Fresno, CA 93704 | 559-438-2520 |
| Brighton Investment Advisors Inquire with Brighton |
7050 North Fresno Street, Suite 105, Fresno, CA 93720 | 559-320-0285 |
| Donavan Brouwer Inquire with Donavan |
7433 N 1st St, Ste 102, Fresno, CA 93720 | 559-490-7030 |
| Nicolas Allen Inquire with Nicolas |
7433 N 1st St, Ste 102, Fresno, CA 93720 | 559-490-7030 |
| Justin Vartanian Inquire with Justin |
7433 N 1st St, Ste 102, Fresno, CA 93720 | 559-490-7030 |
| Ronald Samuel Inquire with Ronald |
7111 N Fresno St, Ste 240, Fresno, CA 93720 | 559-435-2990 |
| Terry Stone Inquire with Terry |
555 W Shaw Ave, Ste B5, Fresno, CA 93704 | 559-222-7646 |
Grow your AUM with pre-qualified leads!
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