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Financial Planners in Martinez, CA: 2026 rankings

264 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Martinez: Insight Capital Management, RFA Score 73/100; 5.0★ from 145 Google reviews.

  2. 2

    Most-reviewed: Priority Tax Relief, 677 Google reviews at 4.9★, the most of 264 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

264 Martinez financial planners are ranked here by RFA Score, from eight published factors. 57 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.2★ across 264 rated firms.

Top 10 financial planners in Martinez at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Martinez at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Insight Capital Management735.0★ (145)Concord, 6 mi away—Top score
2Priority Tax Relief724.9★ (677)San Francisco, 25 mi awayEveningsMost reviews
3Bank of America Financial Center684.5★ (58)Martinez——
4Bank of America Financial Center654.8★ (94)San Francisco, 22 mi away——
5Tomren & Sullivan Wealth Management655.0★ (59)San Ramon, 19 mi away——
6Forge Trust644.2★ (179)San Francisco, 21 mi away——
7Community First Credit Union644.9★ (76)Novato, 24 mi away——
8Fiduciary Financial Group645.0★ (54)San Rafael, 22 mi away——
9Owl and Ore Wealth Planning644.8★ (25)Pleasant Hill, 7 mi away——
10Summit Wealth & Retirement Partners645.0★ (44)San Ramon, 19 mi away——

All 264 financial planners in Martinez, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Martinez

    #1 Insight Capital Management

    Based in Concord, 6 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 145 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1390 Willow Pass Rd Ste 960, Concord, CA 94520
    View profile for Insight Capital Management(925) 362-9571

  2. #2 Priority Tax Relief

    Based in San Francisco, 25 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 677 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 677 Google reviews
    Hours
    Mon–Fri 5 AM–7 PM · Sat–Sun closed
    Address
    1485 Bayshore Blvd Ste 469, San Francisco, CA 94124
    View profile for Priority Tax Relief(800) 493-8308

  6. #6 Forge Trust

    Based in San Francisco, 21 mi away

    64/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.2★ from 179 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 179 Google reviews
    Hours
    Mon–Fri 6 AM–5 PM · Sat–Sun closed
    Address
    4 Embarcadero Ctr Fl 15, San Francisco, CA 94111
    View profile for Forge Trust(800) 248-8447

  11. #11 LampPost Planning

    Based in Oakland, 16 mi away

    63/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat–Sun closed
    Address
    20 Knoll Ridge Way Suite 2, Oakland, CA 94619
    View profile for LampPost Planning(510) 992-4000

  14. #14 EP Wealth Advisors

    Based in Walnut Creek, 9 mi away

    62/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1333 N California Blvd Ste 100, Walnut Creek, CA 94596
    View profile for EP Wealth Advisors(925) 283-2201

  15. #15 Monroe Wealth Management

    Based in San Francisco, 21 mi away

    62/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1160 Battery St suite 100, San Francisco, CA 94111
    View profile for Monroe Wealth Management(510) 990-1803

  16. #16 Redwood Credit Union

    Based in Napa, 21 mi away

    62/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.6★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 55 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–2 PM · Sun closed
    Address
    1705 1st St, Napa, CA 94559
    View profile for Redwood Credit Union(707) 545-4000

  17. #17 Redwood Credit Union

    Based in San Francisco, 23 mi away

    62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 90 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 90 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1390 Market St, San Francisco, CA 94102
    View profile for Redwood Credit Union(800) 479-7928

  19. #19 Liberty Group

    Based in Oakland, 16 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    411 30th St Second Floor, Oakland, CA 94609
    View profile for Liberty Group(510) 658-1880

  20. #20 RHS Financial

    Based in San Francisco, 25 mi away

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    4171 24th St #101, San Francisco, CA 94114
    View profile for RHS Financial(415) 495-2900

  24. #24 Liberty Group

    Based in Larkspur, 23 mi away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    485 Magnolia Ave, Larkspur, CA 94939
    View profile for Liberty Group(415) 229-9002

  25. #25 ForUsAll

    Based in San Francisco, 22 mi away

    61/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.1★ from 77 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 77 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    665 3rd St, San Francisco, CA 94107
    View profile for ForUsAll(844) 401-2253

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 264 ranked financial planners here; the rest are on their profiles.

financial planners in Martinez, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26FI TAX CREDIT FINANCIAL SERVICES615.0★ (30)22 mi
27B.O.L. Global, Inc.614.5★ (52)24 mi
28Financial Zen615.0★ (29)22 mi
29Allworth Financial615.0★ (13)9 mi
30Wealth Protection Lady, LLC615.0★ (26)21 mi
31Mark Palmer - Edelman Financial Engines604.7★ (13)8 mi
32Redwood Credit Union604.3★ (44)21 mi
33Margarita's Financial Dynasty, LLC604.6★ (16)11 mi
34Bank of America Financial Center603.2★ (60)8 mi
35First Command Financial Advisor - Lucas Desautels605.0★ (18)17 mi
36Bank of America Financial Center603.8★ (34)13 mi
37Mary Jo Lafaye at Mutual of Omaha Reverse Mortgage605.0★ (23)22 mi
38True Root Financial605.0★ (24)23 mi
39Frontier Wealth Strategies LP604.6★ (11)9 mi
40WealthQuant Financial Services & Insurance Solutions605.0★ (22)22 mi
41Dogpatch Wealth595.0★ (23)23 mi
42Modern Financial Planning594.9★ (16)16 mi
43Fidelity Investments593.5★ (23)9 mi
44Jason Cooke - Edelman Financial Engines595.0★ (14)16 mi
45Ken R. Anderson, CPA595.0★ (18)19 mi
46Patelco Credit Union Berkeley593.4★ (47)13 mi
47Edelman Financial Engines595.0★ (8)8 mi
48BMO Bank N.A Branches594.8★ (5)3 mi
49Patelco Credit Union Lafayette593.8★ (16)9 mi
50Redwood Credit Union594.1★ (48)25 mi

Also serving Martinez

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Martinez
BusinessGoogle ratingDistance
Bedell Frazier Investment Counselling, LLC3.0★ (2)9 mi
Edward Jones - Financial Advisor: Rachel Braswell, SE-AWMA®5.0★ (1)In Martinez
Edward Jones - Financial Advisor: Yvonne I Ceresa, CFP®|CFA®In Martinez
Edward Jones InvestmentsIn Martinez
Gaudenzi ConsultingIn Martinez
Grace Financial Services4.5★ (2)9 mi
Infinity Financial & Realty - Claudia Escalante, Sr. Loan Officer5.0★ (2)In Martinez
Jasper Smith, Certified Retirement Counselor (CRC®) - Prudential5.0★ (2)8 mi
JGB LLCIn Martinez
Kendall Financial Services5.0★ (2)9 mi
Magnus DuBorg - RBC Wealth Management Financial Advisor5.0★ (2)9 mi
Matt The Money CoachIn Martinez
Mercer Partners Wealth Management5.0★ (2)9 mi
Merrill Lynch Wealth Management3.0★ (2)9 mi
Pearl Wealth Advisors5.0★ (2)8 mi
Susan Danzig LLC5.0★ (2)8 mi
U.S. Bank – Wealth Management Banker: Leslie Henning3.0★ (2)In Martinez
Walnut Creek, CA Branch Office - UBS Financial Services Inc.3.0★ (2)8 mi
Wasser Wealth Management3.0★ (2)5 mi
World Financial Group Inc3.5★ (2)5 mi

How we ranked Martinez financial planners

We scored 264 Martinez financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Martinez data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Martinez: frequently asked questions

Which financial planner has the highest RFA Score in Martinez?

By RFA Score, the highest-ranked financial planner in Martinez, CA is Insight Capital Management with an RFA Score of 73/100. It has 5.0★ from 145 Google reviews. Priority Tax Relief (#2) and Bank of America Financial Center (#3) follow. We ranked 264 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Martinez?

RankedFinancialAdvisors ranks 264 financial planners serving Martinez, CA. 1 of them is based in Martinez; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Martinez work on weekends?

57 of 264 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Patelco Credit Union Concord (#12), Redwood Credit Union (#16) and Patelco Credit Union Brentwood (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Martinez financial planners have?

The median Google rating among 264 rated financial planners in Martinez is 4.2★, with a median of 16 reviews. Priority Tax Relief has the most, 677 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Martinez count in this ranking?

Yes, if they are within 25 mi of the Martinez city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Martinez ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Martinez a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Martinez

  1. November 2026: RFA Scores recalculated for 264 financial planners serving Martinez.

More financial planners and Martinez pages