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PLAN FINANCIAL

Financial Advisor serving Fresno, California · 1 of 18 financial advisors in the area

📍 9 E RIVER PARK PL E, SUITE 440, FRESNO, CA 93720
📞 (559) 433-••••
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📍 9 E RIVER PARK PL E, SUITE 440, FRESNO, CA 93720

About PLAN FINANCIAL

PLAN FINANCIAL is a financial advisor located in Fresno, California. As a local financial advisor, they serve Fresno and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Fresno should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Fresno

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Fresno may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Fresno

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Fresno?
Financial Advisors in Fresno typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Fresno?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 18 financial advisors in Fresno to choose from.
Does PLAN FINANCIAL offer free quotes?
Contact PLAN FINANCIAL directly to ask about free estimates. You can also request a quote through ProHorizon.

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World Financial Group - Sunny Chadha

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Soutas Financial & Insurance Solutions Inc.

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Retirement Advisory Services

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Fresno Madera Farm Credit

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