Top Financial Advisors in Laguna Niguel, CA

53 fee-only20 CFP certifiedMedian fee: 1.13% on $500K

Top Advisors in Laguna Niguel

Median Advisor Fee

Laguna Niguel1.13%
National1.15%
2% below the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only33.3%
Includes Commission66.7%

Top Credentials

CFP20 advisors
CFA2 advisors

Frequently Asked Questions

How much does a financial advisor cost in Laguna Niguel?

The median advisory fee in Laguna Niguel, CA is 1.13% of assets under management. This is 2% below 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 Niguel?

There are 53 fee-only financial advisors in Laguna Niguel, CA, representing 33.3% 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 Laguna Niguel financial advisor?

The most common professional designation among Laguna Niguel advisors is the CFP (Certified Financial Planner), held by 20 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 159 Financial Advisors in Laguna Niguel, CA (2026) | TrueAdvisor