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 Brea is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Brea & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Brea, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and non-vetted financial advisors in Brea, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Brea, California have an average of 18 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
LIGHTHOUSE FINANCIAL SERVICES INC 3070 Saturn Street, Suite 101 Brea, CA, 92821 | 110367 | $353,132,428 | 1064 | A Percentage of AUM, Hourly charges, Fixed Fees |
SACKETT WEALTH ADVISORS, INC. 915 W. Imperial Highway, Suite 160, Brea, CA, 92821 | 289950 | $133,410,835 | 886 | A Percentage of AUM, Hourly charges, Fixed Fees |
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