Top Financial Advisors in Fountain Valley, CA

50 fee-only6 CFP certifiedMedian fee: 1.29% on $500K

Top Advisors in Fountain Valley

Median Advisor Fee

Fountain Valley1.29%
National1.15%
12% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only76.9%
Includes Commission23.1%

Top Credentials

CFP6 advisors

Frequently Asked Questions

How much does a financial advisor cost in Fountain Valley?

The median advisory fee in Fountain Valley, CA is 1.29% of assets under management. This is 12% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Fountain Valley?

There are 50 fee-only financial advisors in Fountain Valley, CA, representing 76.9% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Fountain Valley financial advisor?

The most common professional designation among Fountain Valley advisors is the CFP (Certified Financial Planner), held by 6 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 65 Financial Advisors in Fountain Valley, CA (2026) | TrueAdvisor