Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > california > aliso viejo

Find The Best Financial Advisors in Aliso Viejo, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Aliso Viejo is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Aliso Viejo & pick the one as per your needs

How To Find The Best Financial Advisors in Aliso Viejo , California
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Aliso Viejo, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 19 vetted financial advisors and 10 non-vetted financial advisors in Aliso Viejo, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Aliso Viejo, California have an average of 26 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Aliso Viejo , California

Jerry Slusiewicz

Pacific Financial Planners

949-219-0692

Address

30131 Town Center Drive, Suite 105,
Laguna Niguel, CA 92677 See Details

Trilogy Financial

844-356-4934

Address

2601 Main Street,
Suite 100,
Irvine, CA 92614 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Ryan Gunn, CFP^®

Wealthcare Advisory Partners DBA Gunn Financial Associates

888-902-5999

Address

1010 S El Camino Real, Suite 203,
San Clemente, CA 92672 See Details

Matthew Pixa

My Portfolio Guide, LLC

562-799-5595

Address

3020 Old Ranch Parkway,
Suite 300,
Seal Beach, CA 90740 See Details

Serena Kim

Prudential

760-930-7629

Address

2173 Salk Ave,
Suite 250 #42,
Carlsbad, CA 92008 See Details

Jarret Rodriguez-Conklin

Homestead Wealth Management

909-667-0587

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

Homestead Wealth Management

909-418-1866

Address

413 E. Foothill Blvd Suite 100,
San Dimas, CA 91773 See Details

Frank Ro

Stratos Weath Partners

310-594-5952

Address

29 Montecillo Dr,
Palos Verdes Peninsula, CA 90274 See Details

Pasadena Private Wealth

949-215-4872

Address

9900 Research Drive,
2 N. Lake Ave, Suite 520,
Pasadena, CA 91101 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

225 South Lake Avenue,
Suite 1185,
Pasadena, CA 91101 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1960 E Grand Avenue,
Suite 710,
El Segundo, CA 90245 See Details

Stratos Private Wealth

844-249-6534

Address

12348 High Bluff Drive,
Suite 200,
San Diego, CA 92130 See Details

X Advisors, LLC

661-505-6311

Address

6345 Balboa Blvd,
Building 1, Suite 100,
Encino, CA 91406 See Details

Pure Financial Advisors, LLC

619-814-4100

Address

3131 Camino del Rio N,
Suite 1550,
San Diego, CA 92108 See Details

Dash Investments

469-915-4786

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Top Financial Advisor Firms in Aliso Viejo, California(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
NFP RETIREMENT INC. 120 Vantis, Suite 400 Aliso Viejo, CA, 92656	121254	$96,454,495,427	5514	A percentage of AUM, Hourly charges, Fixed fees
FLEXPATH STRATEGIES 120 Vantis Suite 480, Aliso Viejo, CA, 92656	174306	$65,973,486,697	902	A percentage of AUM
SST BENEFITS CONSULTING 120 Vantis, Suite 400 Aliso Viejo, CA, 92656	288129	$1,918,601,861	7	Hourly charges, Fixed fees
SELECT MONEY MANAGEMENT, INC. 120 Vantis Drive, Ste 440 Aliso Viejo, CA, 92656	153256	$1,108,209,677	2012	A percentage of AUM
PRESTON CAPITAL 120 Vantis, Suite 130 Aliso Viejo, CA, 92656	328417	$1,040,000,000	2	A percentage of AUM, Performance Based
ANCHOR CAPITAL 15 Enterprise, Suite 450 Aliso Viejo, CA, 92656	123543	$389,745,910	34	A percentage of AUM, Other (FLAT FEE)
CLARAPHI ADVISORY NETWORK, LLC 120 Vantis Drive, Suite 585 Aliso Viejo, CA, 92656	165868	$382,500,156	2422	A percentage of AUM, Hourly charges, Fixed fees
ACCELERATE RETIREMENT 120 Vantis Dr., Suite 330, Aliso Viejo, CA, 92656	325859	$242,848,720	704	A percentage of AUM, Hourly charges, Fixed fees
CHALLENGER WEALTH MANAGEMENT 6b Liberty, #140 Aliso Viejo, CA, 92656	121498	$177,265,001	321	A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE FEE FOR ASSETS WITH THIRD PARTY MANAGER)
SELECT PORTFOLIO MANAGEMENT INC 120 Vantis Drive, Suite 440 Aliso Viejo, CA, 92656	107228	$0	0	Hourly charges, Fixed fees

Select other cities around Aliso Viejo, California to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Aliso Viejo, California

How To Find The Best Financial Advisors in Aliso Viejo , CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Aliso Viejo , California

Pacific Financial Planners

Address

Address

Address

Wealthcare Advisory Partners DBA Gunn Financial Associates

Address

My Portfolio Guide, LLC

Address

Prudential

Address

Homestead Wealth Management

Address

Address

Stratos Weath Partners

Address

Address

Address

Address

Address

Address

Address

Address

Top Financial Advisor Firms in Aliso Viejo, California(Ranked by AUM)

Select other cities around Aliso Viejo, California to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Aliso Viejo , California
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy