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Plancorp Wealth ManagementFinancial advisor in Fresno, CA

Plancorp Wealth Management is a financial advisor at 1312 W Herndon Ave, Fresno, CA 93711, ranked #40 of 76 financial advisors in Fresno and rated 4.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Fresno, CAUpdated 0 paid placements in any rankingHow we rank

Call (559) 438-2640Website ↗

Key facts

Key facts about Plancorp Wealth Management
Address1312 W Herndon Ave, Fresno, CA 93711Get directions
Phone(559) 438-2640
Websiteplancorp.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating4.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Fresno and 6 towns within 25 miles: Clovis, Kerman, Madera, Sanger, Selma and Parlier.

Based in Fresno, CAView on map

Opening hours

Opening hours for Plancorp Wealth Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Plancorp Wealth Management

How is Plancorp Wealth Management ranked in Fresno?

Plancorp Wealth Management is ranked #40 of 76 financial advisors in Fresno by RFA Score, with 61 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Plancorp Wealth Management’s hours?

Plancorp Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Plancorp Wealth Management serve?

Serves Fresno and 6 towns within 25 miles: Clovis, Kerman, Madera, Sanger, Selma and Parlier. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Plancorp Wealth Management?

Plancorp Wealth Management has a rating of 4.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Plancorp Wealth Management?

Call Plancorp Wealth Management on (559) 438-2640. The business is at 1312 W Herndon Ave, Fresno, CA 93711. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Plancorp Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Plancorp Wealth Management (this business)—614.0 (4)NoNo
Merrill Lynch Wealth Management#38614.3 (4)NoNo1.8 mi
Bridgewealth Advisory Group, LLC#39614.0 (4)NoNo0.8 mi
Diversified Wealth Management Solutions#41615.0 (3)NoNo3.8 mi

See all 76 ranked financial advisors in Fresno