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.

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