Best Financial Planners in Fresno, California
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Fresno
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-18 of 18 Financial Planners listings in Fresno, CA · page 1 of 1
#1Kerr Wealth Management Top-Rated
Score breakdown
- Financial Planner
- Fresno, California
- (559) 277-4772
- kerrwealth.com
Kerr Wealth Management is a financial planner in Fresno, CA. The firm provides fee-only financial planning, investment management, and retirement plan investment advisory services for small businesses, families, and career professionals. Their specialties...
#2Mason Street Wealth Management of Fresno Top-Rated
Score breakdown
- Financial Planner
- Fresno, California
- (559) 892-0002
- masonstreetwealthmanagement.com
Mason Street Wealth Management of Fresno: Mason Street Wealth Management is a financial planner in Fresno, CA. The firm assists individuals and families approaching or living in retirement by helping them create a clear vision of their future and turning that vision into a comprehensive financial...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 492-1345
- edwardjones.com
Edward Jones - Financial Advisor: David J Soltes, CFP®|CRPS™ is a financial planner in Fresno, CA. The firm offers a range of financial services including estate and legacy strategies, wealth strategies, retirement savings strategies, portfolio reviews...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 320-8200
- theplanningcenter.com
The Planning Center of Fresno: The Planning Center is a financial planner in Fresno, CA. The firm provides fee-only financial planning and advisory services to both individuals and businesses, offering a 5.00 rating. Their expertise covers a wide range of essential financial areas...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 321-0442
- usbank.com
U.S. Bancorp Advisors, Financial Advisors: Brooke Bordner is a financial planner in Fresno, California, serving individuals and families across Fresno, Hanford, and Tulare. Specializing in retirement planning, legacy planning, wealth planning, insurance...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 650-2929
- linkerfinancial.com
Linker Financial Group is a financial planner in Fresno, CA. The firm serves pre-retirees, retirees, generational families, and business owners, focusing on specific needs such as retirement transitions, multi-generational wealth transfer, and business...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 449-8690
- fordfg.com
Ford Financial Group is a financial planner in Fresno, California. The firm specializes in helping clients navigate the complexities of investing, retirement planning, and business 401k solutions. They provide services including private wealth investment...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 433-1110
- planfinancial.com
Plan Financial Inc is a financial planner in Fresno, CA. The firm offers a range of services including investment advisory, institutional services for businesses and organizations, insurance services, and guidance on retirement planning, risk management, and...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 432-3877
- veaterfinancialgroup.com
Veater Financial Group is a financial planner in Fresno, California. The firm provides investment planning, retirement planning, tax reduction planning and estate planning, with the aim of offering investment, tax and estate related planning under one roof...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 906-0723
- panoramicfinancial.com
Panoramic Financial is a financial planner in Fresno, CA. The firm provides specialized financial advice for physicians, offering personalized investment management and comprehensive financial planning services to help medical professionals achieve financial...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 228-8002
- whelanfinancial.com
Whelan Financial is a financial planner in Fresno, CA. The firm provides financial planning and investment management services to individuals, families, trusts, and qualified plans. Its services include wealth management, retirement planning, and employee...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 451-3463
- pwa.net
Private Wealth Advisors is a financial planner in Fresno, CA. This boutique firm specializes in portfolio management for high net worth families and organizations. Established in 2007, the firm builds upon more than two decades of experience operating within...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 436-0919
- mymerrill.com
Merrill Lynch Wealth Management of Fresno: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.
Score breakdown
- Financial Planner
- Fresno, California
- (559) 431-5900
- advisor.morganstanley.com
Morgan Stanley Financial Advisors of Fresno: Morgan Stanley Fresno Market offers tailored financial planning and investment services, leveraging a collaborative culture to ensure clients receive premium service regardless of their asset base.
Score breakdown
- Financial Planner
- Fresno, California
- (559) 432-8400
- portadvisors.com
Portfolio Advisors Inc. is a financial planner in Fresno, CA, located at 7571 N Remington Ave Ste. 105. It holds a rating of 5.00 based on customer reviews. The firm offers fee-only financial advisory services to individuals and families in the Central Valley...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 438-1163
- valleywealthmgmt.com
Valley Wealth Management, Inc. provides comprehensive wealth management services to Central Valley residents, acting as a 'Financial Quarterback' to coordinate multi-professional financial strategies. Founded in 2009 by Eric Van Valkenburg and Warren Lowe...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 705-4899
- dot.cards
Consolidated Financial Services of Fresno: Log in to update your digital business card anytime, anywhere. Set up your dot.Profile to experience modern networking, or upgrade with dot.Profile+ for advanced tools. Discover and shop dot.devices for seamless connections, and manage your team’s digital...
Score breakdown
- Financial Planner
- Fresno, California
- (559) 230-1648
- soutas.com
What the Data Shows for Financial Planners in Fresno
22% of the 18 financial planners we measured in Fresno reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 40, compared with an average SEO score of 68.
The average Google rating across 15 rated financial planners is 4.6.
None of the 18 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.
BizScoreAI compares 18 financial planners in Fresno, California by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Fresno ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Fresno, California does BizScoreAI track?
18 financial planners in Fresno currently meet the profile-quality bar for this page, with an average BizScore of 56 and a top score of 77.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 22% of measured financial planners in Fresno score 50 or higher.
Is being listed free?
Yes. Every financial planner in Fresno is listed and scored for free, and claiming a listing is free too.
