Ways to browse advisors serving Fountain Valley, CA

Pick a specialty or descriptor to browse more advisors serving Fountain Valley, CA.

By how they work

Type	Advisors
Large-firm	5,917
Flat-fee	3,617
Seasoned	2,716
Independent	1,800
CFP®-certified	1,219

By who they serve

Type	Advisors
High-net-worth	1,514
Baby Boomer	93
Millennial	6
Gen X	3

Browse by specialty

Find advisors serving Fountain Valley, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	5,264
Executive	3,235
Wealth management	2,938
Tax-loss harvesting	2,184
Retirement plans for business owners (SEP, solo 401k)	1,784
Retired	1,741
College savings (529s, UTMA, etc.)	1,384
Private / alternative investments	1,067
Active portfolio management	1,045
Options & derivatives strategies	1,039
Retirement income strategy	919
General retirement planning	886
Annuities	852
General estate planning guidance	778
ESG / Sustainable investing	724
HENRY (High Earners, Not Rich Yet)	723
Approaching retirement	661
Mid-Career Professionals	646
Cash flow / budgeting	583
Income planning	516
Charitable giving & philanthropy	513
Concentrated stock management	481
Equity compensation tax strategy	390
Real estate investing	370
Social Security optimization	364
Business exit / sale strategy	351
Passive / index investing	340
Retirement withdrawal strategies	213
Divorce financial planning	207
Multi-generational wealth transfer	192
Self-Employed	190
Business ownership considerations	176
Intergenerational Families	160
Attorney	150
Established Professionals	129
Financial Professional	129
General tax planning	118
Planning for children with special needs	113
Business succession planning	104
Technology Professional	89
Women Professionals	88
Divorced	69
Parents	63
Long-term care insurance	56
Values-based investing	56
Debt management	38
Tax strategies for small businesses	32
Retired	26
Factor investing / smart beta	23
Doctor or Medical Professional	22
Life insurance needs analysis	22
Women's Finance	22
Dentist	20
Liquidity event planning	20
Business sale tax planning	19
Equity Recipients (RS/RSU, SOP, ESPP)	18
Family Business	18
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	16
Business Financial Management	14
LGBTQIA	14
Educators, Teachers, and Academics	12
Young Families	12
Medicare planning	11
Christian Faith Based	10
Entertainment Industry	10
Young Professionals	10
Charitable giving tax strategies	7
Engineering Professional	6
Dual Income Family	5
Early retirement planning	4
Cross-border / expatriate tax planning	3
Immigrants	3
Inherited wealth	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support