Aliso Viejo, CA Financial Advisors and Resources



Financial Advisor Firms in Aliso Viejo, CA


FLEXPATH STRATEGIES

Website

(949) 460-9898

120 Vantis Suite 400

Aliso Viejo, CA 92656

SEC#: 801-80914
Years in Business: 6 years

SST BENEFITS CONSULTING

Website

(949) 460-9898

120 Vantis
Suite 400
Aliso Viejo, CA 92656

SEC#: 801-110377
Years in Business: 4 years

ANCHOR CAPITAL

Website

(800) 290-8633

15 Enterprise
Suite 450
Aliso Viejo, CA 92656

SEC#: 801-61643
Years in Business: 18 years

NOBLE WEALTH MANAGEMENT, INC.

Website

(888) 272-2008

6B Liberty
Suite 130
Aliso Viejo, CA 92656

SEC#: 801-108555
Years in Business: 5 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(949) 215-0025

120 Vantis Drive
Suite 585
Aliso Viejo, CA 92656

SEC#: 801-80575
Years in Business: 6 years

NFP RETIREMENT INC.

Website

(949) 460-9898

120 Vantis
Suite 400
Aliso Viejo, CA 92656

SEC#: 801-66107
Years in Business: 15 years

SELECT PORTFOLIO MANAGEMENT INC

Website

(949) 975-7900

26800 Aliso Viejo Parkway
Suite 150
Aliso Viejo, CA 92656

SEC#: 801-44268
Years in Business: 28 years

SELECT MONEY MANAGEMENT, INC.

Website

(949) 975-7900

26800 Aliso Viejo Pkwy
Ste 150
Aliso Viejo, CA 92656

SEC#: 801-71212
Years in Business: 11 years

PACIFIC SUN FINANCIAL CORP

Website

(949) 716-8646

95 Argonaut
Suite 105
Aliso Viejo, CA 92656

SEC#: 801-107989
Years in Business: 5 years


How Retirement-Friendly is Aliso Viejo, CA?

  • Population: 50,663
  • % of Population 62 Years and Over: 11.8%
  • Average Home Value: $640,400
  • Average Monthly Housing Cost: $2,396
  • Average Household Income: $135,824
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Aliso Viejo, CA Financial Advisor FAQs

A lot of it depends on what your financial adviser is responsible for. The annual fee for investment management services is usually in the .5% to 1% range, but this can be negotiable based on the size of the account and other factors. If they help you with tax planning or estate planning as well, those fees will also increase accordingly.
Financial advisors are invaluable resources that can help diversify your investments. One of the best ways to keep your financial portfolio safe is to have an advisor who specializes in areas where you do not have enough knowledge or experience.
Here are several questions you should ask a financial advisor. What is the cost for this service? Will you provide factual, unbiased advice or will I be coerced into purchasing certain investments? Can I take my money with me if I am unhappy with your performance?
A Financial Advisor provides advice to individuals on how to balance their financial portfolio of investments (such as stocks, bonds, etc) in order to meet their particular objectives.