Top Financial Advisors in Irvine, CA
Top Advisors in Irvine
Median Advisor Fee
Compensation Types
Top Credentials
Frequently Asked Questions
How much does a financial advisor cost in Irvine?
The median advisory fee in Irvine, CA is 1.30% of assets under management. This is 13% 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 1,080 fee-only financial advisors in Irvine, CA, representing 60.4% 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 240 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.