Top Financial Advisors in Laguna Hills, CA

55 fee-only21 CFP certifiedMedian fee: 1.31% on $500K

Top Advisors in Laguna Hills

Median Advisor Fee

Laguna Hills1.31%
National1.15%
14% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only82.1%
Includes Commission17.9%

Top Credentials

CFP21 advisors
CFA5 advisors

Frequently Asked Questions

How much does a financial advisor cost in Laguna Hills?

The median advisory fee in Laguna Hills, CA is 1.31% of assets under management. This is 14% 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 Laguna Hills?

There are 55 fee-only financial advisors in Laguna Hills, CA, representing 82.1% 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 Laguna Hills financial advisor?

The most common professional designation among Laguna Hills advisors is the CFP (Certified Financial Planner), held by 21 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 67 Financial Advisors in Laguna Hills, CA (2026) | TrueAdvisor