Top Financial Advisors in Irvine, CA

Q: How much does a financial advisor cost in Irvine?

The median advisory fee in Irvine, CA is 1.50% of assets under management.

Q: How many fee-only advisors are in Irvine?

There are 1,181 fee-only financial advisors in Irvine, CA, representing 63.8% of all advisors in the area.

1,181 fee-only262 CFP certifiedMedian fee: 1.50% on $500K

Top Advisors in Irvine

CFP

Median Advisor Fee

Irvine1.50%

National1.25%

20% above the national median

Portfolio: $500K

$0$500K$1M$5M$20M

Compensation Types

Fee-Only63.8%

Includes Commission36.2%

Top Credentials

CFP262 advisors

CFA58 advisors

Frequently Asked Questions

How much does a financial advisor cost in Irvine?

The median advisory fee in Irvine, CA is 1.50% of assets under management. This is 20% 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 Irvine?

There are 1,181 fee-only financial advisors in Irvine, CA, representing 63.8% 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 Irvine financial advisor?

The most common professional designation among Irvine advisors is the CFP (Certified Financial Planner), held by 262 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.