Top Financial Advisors in Huntington Beach, CA

111 fee-only29 CFP certifiedMedian fee: 1.25% on $500K

Top Advisors in Huntington Beach

Median Advisor Fee

Huntington Beach1.25%
National1.15%
9% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only61.3%
Includes Commission38.7%

Top Credentials

CFP29 advisors
CFA4 advisors

Frequently Asked Questions

How much does a financial advisor cost in Huntington Beach?

The median advisory fee in Huntington Beach, CA is 1.25% of assets under management. This is 9% 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 Huntington Beach?

There are 111 fee-only financial advisors in Huntington Beach, CA, representing 61.3% 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 Huntington Beach financial advisor?

The most common professional designation among Huntington Beach advisors is the CFP (Certified Financial Planner), held by 29 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 181 Financial Advisors in Huntington Beach, CA (2026) | TrueAdvisor