Top Financial Advisors in Orange, CA

136 fee-only37 CFP certifiedMedian fee: 1.44% on $500K

Top Advisors in Orange

Median Advisor Fee

Orange1.44%
National1.15%
25% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only69.4%
Includes Commission30.6%

Top Credentials

CFP37 advisors
CFA3 advisors

Frequently Asked Questions

How much does a financial advisor cost in Orange?

The median advisory fee in Orange, CA is 1.44% of assets under management. This is 25% 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 Orange?

There are 136 fee-only financial advisors in Orange, CA, representing 69.4% 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 Orange financial advisor?

The most common professional designation among Orange advisors is the CFP (Certified Financial Planner), held by 37 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.

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